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 # CMomentum20 Portfolio       Currency:EURTop 25: 190
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Start:11/09/2023 Day Return:
0.00%
Day Rank:1491
Days: 527 Month Return:
-4.54%
Month Rank:640
Last:2025-01-10 Year Return:
0.00%
Year Rank:420
Visits:984 All Time Return:
30.63%
All Time Rank:292


 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%
1.97%
6.55%
-0.61%
32.37%
23.59%
2025
9.09%
0.27%
-5.53%
-4.54%
    
    
    
    
    
    
    
    
-1.36%
-9.63%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
03/07/202437AIR.PA Airbus Group-2.88%157.75€136.46€5,049€-13.50%3.87%
06/11/202446AMAT Applied Materials Inc-0.53%$226.19$137.41$6,321-39.25%4.25%
04/11/202430AMZN Amazon.com-0.98%$186.51$172.59$5,178-7.46%3.48%
03/25/2024400BBVA.MC BBVA-0.71%10.85€11.89€4,756€9.63%3.64%
05/13/20248COST Costco Wholesale Corp2.76%$783.03$994.93$7,95927.06%5.36%
05/13/2024270ENR.DE Siemens Energy AG10.53%23.61€63.50€17,145€168.94%13.13%
05/13/2024100FORM FormFactor Inc-2.83%$55.61$25.18$2,518-54.72%1.69%
04/11/20241,000FRES.L Fresnillo-5.51%£5.83£10.17£11,89974.51%9.11%
04/09/202460GOOG Google Inc-1.41%$157.66$153.30$9,198-2.77%6.19%
05/13/202464GRMN Garmin Ltd.0.85%$167.68$190.55$12,19513.64%8.21%
01/10/202527HEI.DE Heidelbergcement-2.18%128.05€160.95€4,346€25.69%3.33%
09/10/20244LLY Eli Lilly & Co14.29%$906.85$839.90$3,360-7.38%2.26%
11/12/202473MS Morgan Stanley1.22%$132.52$109.18$7,970-17.61%5.36%
03/25/202484MU Micron Technology Inc-0.76%$115.37$68.79$5,778-40.38%3.89%
08/05/2024121NEM Newmont Mining Corp-1.54%$45.19$55.09$6,66621.90%4.49%
07/05/202435ORCL Oracle Corp-0.92%$144.45$128.59$4,501-10.98%3.03%
04/09/20246,000SAB.MC Sabadell-1.12%1.53€2.48€14,880€61.89%11.39%
10/22/2024181WMB Williams Cos Inc-The0.57%$52.07$58.59$10,60512.51%7.14%
10/22/2024239Cash   0.00%1.00€1.00€239€0.00%0.18%
EUR/USD: 1.13738    GBP/EUR: 1.1700 Portfolio Value: $148,573 130,628€ 100%

 # PerformanceCMomentum20S&P500
Return:
30.63%
21.31%
Annualized Return:20.29%14.29%
Std (Volatility):18.9115.04
Sharpe:0.860.68
Beta:0.811.00
Jensen Alpha:0.800.00
Drawdown:20.0518.46



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