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 # CMomentum26 Portfolio       Currency:EURTop 25: 889
Visit CMomentum26
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Start:02/18/2024 Day Return:
0.00%
Day Rank:1872
Days: 500 Month Return:
-0.15%
Month Rank:1417
Last:2025-03-03 Year Return:
0.00%
Year Rank:1238
Visits:668 All Time Return:
23.24%
All Time Rank:538


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
1.67%
6.30%
-2.39%
4.59%
0.25%
0.81%
-1.73%
4.57%
-0.95%
9.08%
-0.67%
22.98%
17.08%
2025
5.95%
-2.03%
-7.03%
-4.27%
8.65%
-0.11%
-0.01%
    
    
    
    
    
0.24%
5.15%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
04/29/202417ADS.DE ADIDAS-0.83%233.45€198.00€3,366€-15.19%2.73%
11/12/202412ADSK Autodesk Inc1.46%$308.26$309.57$3,7150.42%2.56%
03/25/202427AIR.PA Airbus Group-0.53%170.34€177.66€4,797€4.29%3.89%
05/13/202430AMZN Amazon.com-1.75%$187.19$219.40$6,58217.20%4.53%
04/29/202430AXP American Express Co0.55%$264.13$318.92$9,56820.74%6.59%
10/08/202450BABA Alibaba Group Holding Limited-0.61%$110.08$113.39$5,6703.01%3.90%
03/25/202412CAT Caterpillar Inc0.87%$358.64$388.14$4,6588.22%3.21%
03/25/202412ETN Eaton Corp1.08%$314.31$357.04$4,28413.59%2.95%
06/03/2024130HPQ Hewlett-Packard-1.27%$35.42$24.45$3,179-30.97%2.19%
04/11/2024150III.L 3i Ord9919.89%£28.39£40.34£7,08042.09%5.74%
08/05/202414MCD McDonald`s Corp0.23%$277.12$292.22$4,0915.45%2.82%
10/21/202422MTX.DE MTU Aero Engines AG0.67%309.70€377.00€8,294€21.73%6.73%
03/04/202450MU Micron Technology Inc-1.21%$95.20$123.19$6,16029.41%4.24%
09/06/20248NOC Northrop Grumman Corp1.22%$519.97$500.04$4,000-3.83%2.75%
03/25/20243ORLY O`Reilly Automotive Inc-2.15%$1154.46$1347.64$4,04316.73%2.78%
04/29/202420PGR Progressive Corp-The1.06%$207.19$266.80$5,33628.77%3.67%
07/30/2024874RIG Transocean0.00%$5.61$2.58$2,255-53.99%1.55%
01/03/2025650RR.L Rolls Royce Holdings plc1.47%£5.85£9.68£7,36365.53%5.97%
04/02/2024900SAN.MC Santander-0.14%4.54€7.03€6,327€54.96%5.13%
02/26/202418SU.PA SCHNEIDER-1.83%210.02€225.80€4,064€7.51%3.30%
05/02/202436THC Tenet Healthcare Corp1.38%$117.15$176.02$6,33750.25%4.36%
07/05/202432TSLA Tesla Motors-1.84%$250.85$317.62$10,16426.62%7.00%
03/03/202520V Visa Inc1.76%$365.57$354.74$7,095-2.96%4.88%
09/11/202458WMT Wal-Mart Stores Inc0.51%$78.02$97.76$5,67025.30%3.90%
09/11/20243,226Cash   0.00%1.00€1.00€3,226€0.00%2.62%
EUR/USD: 1.17844    GBP/EUR: 1.1700 Portfolio Value: $145,265 123,269€ 100%

 # PerformanceCMomentum26S&P500
Return:
23.27%
23.11%
Annualized Return:16.46%16.35%
Std (Volatility):19.2415.95
Sharpe:0.650.77
Beta:0.841.00
Jensen Alpha:0.210.00
Drawdown:21.7118.46



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