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FTSE 9,708 0.09% sube  
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 # Mom05 Portfolio       Currency:EURTop 25: 1784
Visit Mom05
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Start:07/24/2024 Day Return:
0.30%
Day Rank:1149
Days: 471 Month Return:
-0.24%
Month Rank:1382
Last:2025-11-04 Year Return:
0.00%
Year Rank:1626
Visits:345 All Time Return:
10.01%
All Time Rank:1771


 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%
-1.92%
-0.52%
-0.24%
    
7.56%
15.54%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/24/202427ADBE Adobe Systems Inc0.01%$543.73$346.74$9,362-36.23%7.39%
07/24/20241,039ADMA ADMA Biologics Inc5.06%$14.17$15.32$15,9178.08%12.56%
07/24/2024276BN Brookfield Corporation-0.81%$46.56$67.49$18,62744.95%14.70%
07/24/202434BRK-B Berkshire Hathaway Inc0.23%$433.69$489.11$16,63012.78%13.12%
07/24/2024113DHI DR Horton Inc-0.22%$164.86$145.26$16,414-11.89%12.95%
07/24/2024338FRE.DE FRESENIUS-2.72%31.24€48.68€16,454€55.85%14.96%
02/27/2025944HSBA.L HSBC-0.47%£8.31£10.70£11,41428.77%10.38%
07/24/202430SPGI S&P Global-0.42%$487.03$497.21$14,9162.09%11.77%
07/24/20242,402Cash   0.00%1.00€1.00€2,402€0.00%2.18%
EUR/USD: 1.15203    GBP/EUR: 1.1300 Portfolio Value: $126,739 110,013€ 100%

 # PerformanceMom05S&P500
Return:
10.01%
22.36%
Annualized Return:7.66%16.89%
Std (Volatility):15.9516.04
Sharpe:0.230.80
Beta:0.411.00
Jensen Alpha:-0.160.00
Drawdown:11.0718.46



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