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 # Mom05 Portfolio       Currency:EURTop 25: 2221
Visit Mom05
Look
Start:07/24/2024 Day Return:
-0.50%
Day Rank:539
Days: 568 Month Return:
-1.01%
Month Rank:1854
Last:2025-11-04 Year Return:
0.00%
Year Rank:2097
Visits:481 All Time Return:
12.67%
All Time Rank:1847


 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%
-1.02%
10.90%
16.77%
2026
-0.88%
-1.25%
    
    
    
    
    
    
    
    
    
    
-2.12%
-100.00%

 # 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%7.08%
07/24/20241,039ADMA ADMA Biologics Inc-0.55%$14.17$16.28$16,91514.85%12.80%
07/24/2024276BN Brookfield Corporation-0.81%$46.56$67.49$18,62744.95%14.09%
07/24/202434BRK-B Berkshire Hathaway Inc0.43%$433.69$500.15$17,00515.32%12.86%
07/24/2024113DHI DR Horton Inc5.73%$164.86$162.29$18,339-1.56%13.87%
07/24/2024338FRE.DE FRESENIUS0.36%31.24€50.20€16,968€60.71%15.28%
02/27/2025944HSBA.L HSBC-0.97%£8.31£13.03£14,14556.81%12.74%
07/24/202430SPGI S&P Global-9.70%$487.03$401.11$12,033-17.64%9.10%
07/24/20242,402Cash   0.00%1.00€1.00€2,402€0.00%2.16%
EUR/USD: 1.19064    GBP/EUR: 1.1500 Portfolio Value: $132,186 111,021€ 100%

 # PerformanceMom05S&P500
Return:
11.02%
-100.00%
Annualized Return:6.96%-100.00%
Std (Volatility):15.2981.59
Sharpe:0.19-1.27
Beta:0.011.00
Jensen Alpha:0.400.00
Drawdown:11.07100



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