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 # Mom10 Portfolio       Currency:EURTop 25: 1316
Visit Mom10
Look
Start:07/31/2024 Day Return:
0.00%
Day Rank:726
Days: 477 Month Return:
-2.83%
Month Rank:1274
Last:2025-04-07 Year Return:
0.00%
Year Rank:951
Visits:301 All Time Return:
17.01%
All Time Rank:1289


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
-0.79%
-0.03%
1.56%
0.00%
7.05%
-4.56%
2.92%
6.50%
2025
6.79%
-3.58%
-7.31%
-2.48%
5.33%
3.71%
6.19%
4.18%
3.08%
0.92%
-2.85%
    
13.68%
13.41%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/31/2024301BN Brookfield Corporation-0.81%$48.68$67.49$20,31438.65%14.99%
08/01/2024360FRE.DE FRESENIUS-0.90%33.21€48.41€17,428€45.78%14.90%
07/31/202426GS Goldman Sachs0.10%$514.28$776.31$20,18450.95%14.89%
07/31/2024507PFE Pfizer Inc1.46%$31.10$25.44$12,898-18.19%9.52%
07/31/2024147PHM Pulte Group Inc-0.34%$127.38$113.47$16,680-10.92%12.31%
07/31/2024168STT State Street Corp0.32%$85.60$113.21$19,01932.26%14.03%
07/31/2024104THC Tenet Healthcare Corp0.31%$150.44$192.97$20,06928.27%14.81%
07/31/20245,321Cash   0.00%1.00€1.00€5,321€0.00%4.55%
EUR/USD: 1.15831    GBP/EUR: 1.1300 Portfolio Value: $135,515 116,994€ 100%

 # PerformanceMom10S&P500
Return:
16.99%
20.78%
Annualized Return:12.70%15.48%
Std (Volatility):19.6815.74
Sharpe:0.440.73
Beta:0.631.00
Jensen Alpha:0.150.00
Drawdown:23.7718.46



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