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 # Mom12 Portfolio       Currency:EURTop 25: 1428
Visit Mom12
Look
Start:07/31/2024 Day Return:
-0.27%
Day Rank:1952
Days: 463 Month Return:
0.41%
Month Rank:372
Last:2025-08-07 Year Return:
0.00%
Year Rank:1204
Visits:282 All Time Return:
14.26%
All Time Rank:1540


 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%
0.45%
    
12.95%
15.54%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/01/202462ADS.DE ADIDAS-2.92%231.26€153.20€9,498€-33.76%8.31%
07/31/2024150AFL Aflac Inc1.67%$95.37$108.76$16,31414.04%12.43%
08/01/20241,076BBVA.MC BBVA1.71%9.43€17.59€18,927€86.52%16.56%
07/31/202432BRK-B Berkshire Hathaway Inc2.58%$438.77$487.65$15,60511.14%11.89%
12/09/20243,508IAG.MC IAG-1.80%3.56€4.80€16,838€34.89%14.73%
07/31/202431SPGI S&P Global0.52%$485.88$499.60$15,4882.82%11.80%
07/31/2024104THC Tenet Healthcare Corp3.07%$150.22$207.57$21,58738.18%16.45%
12/11/2024203ZAL.DE Zalando SE-2.94%29.68€22.78€4,624€-23.25%4.05%
12/11/20244,333Cash   0.00%1.00€1.00€4,333€0.00%3.79%
EUR/USD: 1.14827    GBP/EUR: 1.1300 Portfolio Value: $131,254 114,306€ 100%

 # PerformanceMom12S&P500
Return:
14.31%
23.05%
Annualized Return:11.09%17.72%
Std (Volatility):17.0315.86
Sharpe:0.420.87
Beta:0.591.00
Jensen Alpha:-0.100.00
Drawdown:18.3718.46



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