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 # Mom12 Portfolio       Currency:EURTop 25: 1396
Visit Mom12
Look
Start:07/31/2024 Day Return:
0.00%
Day Rank:1839
Days: 509 Month Return:
0.40%
Month Rank:1549
Last:2025-11-26 Year Return:
0.00%
Year Rank:1168
Visits:340 All Time Return:
16.61%
All Time Rank:1529


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
-0.18%
2.68%
-0.36%
-3.76%
4.64%
-1.61%
1.20%
6.50%
2025
7.99%
2.82%
-6.88%
-4.03%
6.46%
-2.57%
2.96%
2.64%
2.32%
1.03%
2.07%
0.40%
15.22%
15.75%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/01/202482ADS.DE ADIDAS-1.63%215.20€165.80€13,596€-22.96%11.66%
07/31/2024150AFL Aflac Inc-0.09%$95.37$110.33$16,55015.69%12.12%
08/01/2024963BBVA.MC BBVA1.56%9.43€19.87€19,135€110.69%16.41%
07/31/202432BRK-B Berkshire Hathaway Inc-1.76%$438.77$495.67$15,86112.97%11.62%
12/09/20243,508IAG.MC IAG-0.98%3.56€4.76€16,698€33.77%14.32%
07/31/202431SPGI S&P Global1.16%$485.88$512.48$15,8875.47%11.64%
07/31/202495THC Tenet Healthcare Corp1.01%$150.22$196.32$18,65030.69%13.66%
12/11/2024203ZAL.DE Zalando SE10.05%29.68€25.41€5,158€-14.39%4.42%
12/11/20244,842Cash   0.00%1.00€1.00€4,842€0.00%4.15%
EUR/USD: 1.17084    GBP/EUR: 1.1400 Portfolio Value: $136,530 116,608€ 100%

 # PerformanceMom12S&P500
Return:
16.61%
23.27%
Annualized Return:11.62%16.15%
Std (Volatility):16.7415.29
Sharpe:0.460.79
Beta:0.591.00
Jensen Alpha:0.050.00
Drawdown:18.3718.46



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