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 # CMomentum20 Portfolio       Currency:EURTop 25: 191
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Start:11/09/2023 Day Return:
0.22%
Day Rank:705
Days: 335 Month Return:
-0.24%
Month Rank:723
Last:2024-09-10 Year Return:
0.00%
Year Rank:133
Visits:698 All Time Return:
22.33%
All Time Rank:325


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
    
    
    
1.14%
-1.09%
0.04%
8.61%
2024
6.22%
8.32%
5.12%
-2.34%
3.45%
0.50%
-0.55%
-1.84%
2.25%
0.15%
    
    
22.76%
20.58%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
03/07/202437AIR.PA Airbus Group0.00%157.75€126.18€4,669€-20.01%3.80%
06/11/202446AMAT Applied Materials Inc0.02%$226.19$202.04$9,294-10.68%6.90%
04/11/202430AMZN Amazon.com0.01%$186.51$182.43$5,473-2.19%4.06%
03/25/2024400BBVA.MC BBVA0.00%10.85€9.28€3,712€-14.44%3.02%
05/13/20248COST Costco Wholesale Corp0.06%$783.03$882.55$7,06012.71%5.24%
05/13/2024270ENR.DE Siemens Energy AG0.00%23.61€35.37€9,550€49.80%7.78%
05/13/2024100FORM FormFactor Inc0.00%$55.61$46.22$4,622-16.88%3.43%
04/11/20241,000FRES.L Fresnillo-0.06%£5.83£6.18£7,3485.96%5.98%
02/26/202414GD General Dynamics Corp-0.02%$274.28$295.68$4,1407.80%3.07%
04/09/202460GOOG Google Inc0.00%$157.66$165.46$9,9284.95%7.37%
05/13/202464GRMN Garmin Ltd.0.00%$167.68$164.40$10,522-1.96%7.81%
02/02/202438JPM JPMorgan Chase & Co0.00%$174.56$210.87$8,01320.80%5.95%
02/19/202420LIN.DE LINDE0.00%400.16€426.80€8,536€6.66%6.95%
09/10/20244LLY Eli Lilly & Co0.09%$906.85$912.35$3,6490.61%2.71%
03/25/202484MU Micron Technology Inc0.00%$115.37$102.54$8,613-11.12%6.39%
08/05/2024121NEM Newmont Mining Corp0.00%$45.19$52.34$6,33315.82%4.70%
07/05/202435ORCL Oracle Corp0.02%$144.45$172.80$6,04819.63%4.49%
04/09/20246,000SAB.MC Sabadell0.00%1.53€1.86€11,160€21.42%9.09%
04/09/20241,536Cash   0.00%1.00€1.00€1,536€0.00%1.25%
EUR/USD: 1.09689    GBP/EUR: 1.1900 Portfolio Value: $134,712 122,813€ 100%

 # PerformanceCMomentum20S&P500
Return:
22.81%
30.96%
Annualized Return:25.01%34.05%
Std (Volatility):13.9512.23
Sharpe:1.512.46
Beta:0.801.00
Jensen Alpha:-0.300.00
Drawdown:12.28.19



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