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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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  BolsiaCoins 0 Bolsiacoins  $fnF6NoE9TMWRsy
 # Mom05 Portfolio       Currency:EURTop 25: 1309
Visit Mom05
Look
Start:07/24/2024 Day Return:
-0.10%
Day Rank:1408
Days: 420 Month Return:
-0.28%
Month Rank:1833
Last:2025-06-04 Year Return:
0.00%
Year Rank:1023
Visits:283 All Time Return:
12.71%
All Time Rank:1405


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
0.94%
1.97%
-0.98%
-2.50%
8.29%
-4.95%
2.28%
5.90%
2025
3.73%
0.85%
2.93%
0.49%
-3.71%
-2.00%
6.37%
1.76%
-0.41%
    
    
    
10.06%
12.43%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/24/202427ADBE Adobe Systems Inc0.01%$543.73$397.15$10,723-26.96%8.07%
07/24/2024792ADMA ADMA Biologics Inc-5.03%$13.79$15.30$12,11810.99%9.12%
07/24/2024276BN Brookfield Corporation2.39%$46.56$69.39$19,15249.03%14.42%
07/24/202434BRK-B Berkshire Hathaway Inc-0.45%$433.69$491.62$16,71513.36%12.59%
07/24/2024113DHI DR Horton Inc-3.25%$164.86$172.09$19,4464.39%14.64%
07/24/2024376FRE.DE FRESENIUS0.69%31.24€46.83€17,608€49.93%15.64%
02/27/2025944HSBA.L HSBC0.62%£8.31£10.12£11,08221.79%9.84%
07/24/202430SPGI S&P Global-0.04%$487.03$543.90$16,31711.68%12.29%
07/24/20243,809Cash   0.00%1.00€1.00€3,809€0.00%3.38%
EUR/USD: 1.17990    GBP/EUR: 1.1600 Portfolio Value: $132,816 112,565€ 100%

 # PerformanceMom05S&P500
Return:
12.57%
19.07%
Annualized Return:10.81%16.33%
Std (Volatility):16.4516.63
Sharpe:0.410.74
Beta:0.431.00
Jensen Alpha:0.150.00
Drawdown:11.0718.46



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