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IBEX 15,389 0.57% sube  
EUROSTOXX50 5,438 0.92% sube  
FTSE 9,273 -0.07% sube  
DAX 23,736 0.21% sube  
   



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 # Mom04 Portfolio       Currency:EURTop 25: 1551
Visit Mom04
Look
Start:07/22/2024 Day Return:
0.00%
Day Rank:1686
Days: 422 Month Return:
2.28%
Month Rank:1132
Last:2025-07-16 Year Return:
0.00%
Year Rank:1468
Visits:265 All Time Return:
12.37%
All Time Rank:1428


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
-0.51%
-2.67%
3.13%
2.30%
7.99%
-2.93%
7.08%
6.20%
2025
4.20%
-1.11%
-13.08%
-6.87%
8.72%
8.06%
9.98%
-4.80%
2.32%
    
    
    
4.98%
12.43%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/22/202490AMAT Applied Materials Inc1.87%$216.32$170.92$15,383-20.99%11.64%
07/22/202476AMZN Amazon.com1.44%$183.53$231.44$17,58926.11%13.31%
07/22/2024210INSM Insmed Incorporated-3.99%$74.52$70.64$14,834-5.21%11.22%
07/22/2024491LNC Lincoln National Corp-2.14%$32.29$41.24$20,24927.73%15.32%
07/22/2024116NVDA NVIDIA Corp-0.04%$121.98$177.78$20,62245.75%15.60%
07/22/202483ORCL Oracle Corp1.27%$140.02$241.62$20,05472.56%15.17%
07/23/202463SU.PA SCHNEIDER0.75%228.51€233.90€14,736€2.36%13.11%
07/23/20245,209Cash   0.00%1.00€1.00€5,209€0.00%4.63%
EUR/USD: 1.17587    GBP/EUR: 1.1600 Portfolio Value: $132,185 112,414€ 100%

 # PerformanceMom04S&P500
Return:
12.41%
19.41%
Annualized Return:10.63%16.54%
Std (Volatility):28.6916.59
Sharpe:0.230.76
Beta:1.001.00
Jensen Alpha:-0.590.00
Drawdown:30.5518.46



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