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FTSE 9,840 0.03% sube  
DAX 24,222 0.09% sube  
   



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 # Mom05 Portfolio       Currency:EURTop 25: 1578
Visit Mom05
Look
Start:07/24/2024 Day Return:
0.00%
Day Rank:2095
Days: 516 Month Return:
-0.36%
Month Rank:1870
Last:2025-11-04 Year Return:
0.00%
Year Rank:1390
Visits:418 All Time Return:
14.17%
All Time Rank:1636


 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%
3.91%
-0.36%
11.63%
15.75%

 # 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%7.00%
07/24/20241,039ADMA ADMA Biologics Inc4.09%$14.17$19.60$20,36438.27%15.23%
07/24/2024276BN Brookfield Corporation-0.81%$46.56$67.49$18,62744.95%13.93%
07/24/202434BRK-B Berkshire Hathaway Inc-1.76%$433.69$495.67$16,85314.29%12.61%
07/24/2024113DHI DR Horton Inc-2.79%$164.86$147.16$16,629-10.74%12.44%
07/24/2024338FRE.DE FRESENIUS1.10%31.24€47.95€16,207€53.51%14.20%
02/27/2025944HSBA.L HSBC1.44%£8.31£11.65£12,53740.20%10.98%
07/24/202430SPGI S&P Global1.16%$487.03$512.48$15,3745.22%11.50%
07/24/20242,402Cash   0.00%1.00€1.00€2,402€0.00%2.10%
EUR/USD: 1.17084    GBP/EUR: 1.1400 Portfolio Value: $133,677 114,172€ 100%

 # PerformanceMom05S&P500
Return:
14.17%
22.58%
Annualized Return:9.81%15.45%
Std (Volatility):15.6215.48
Sharpe:0.370.74
Beta:0.421.00
Jensen Alpha:0.100.00
Drawdown:11.0718.46



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