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 # Cmomentum25 Portfolio       Currency:EURTop 25: 1079
Visit Cmomentum25
Look
Start:11/15/2023 Day Return:
-0.30%
Day Rank:1719
Days: 594 Month Return:
-0.02%
Month Rank:1341
Last:2025-01-03 Year Return:
0.00%
Year Rank:1658
Visits:1005 All Time Return:
20.61%
All Time Rank:582


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
    
    
    
-0.26%
2.27%
2.01%
5.90%
2024
3.86%
6.61%
4.30%
-3.60%
1.73%
1.28%
0.71%
-1.61%
2.44%
-1.31%
9.59%
-1.26%
24.35%
23.71%
2025
3.49%
-2.03%
-8.01%
-3.76%
5.95%
-0.09%
0.01%
    
    
    
    
    
-4.97%
-100.00%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/05/202433AAPL Apple Inc.2.03%$225.54$205.12$6,769-9.05%4.76%
03/04/202420AMAT Applied Materials Inc-0.08%$210.72$183.03$3,661-13.14%2.57%
04/29/2024180ANTO.L Antofagasta-1.78%£22.60£17.95£3,780-20.59%3.13%
04/11/20241,200BPE.MI Banca Pop Emilia Romagna1.58%4.38€7.70€9,240€75.96%7.65%
03/12/202414CAT Caterpillar Inc0.87%$336.81$388.14$5,43415.24%3.82%
10/08/202490III.L 3i Ord9919.89%£32.28£40.34£4,24824.95%3.52%
04/02/202432LEN Lennar Corp0.40%$161.86$110.65$3,541-31.64%2.49%
09/06/20245LLY Eli Lilly & Co0.48%$896.11$779.16$3,896-13.05%2.74%
03/25/202420LOW Lowe`s Cos Inc-0.82%$258.36$221.79$4,436-14.15%3.12%
01/22/20245LRCX Lam Research0.10%$834.91$814.17$4,071-2.48%2.86%
01/22/202416MAR Marriott International Inc-DE-0.10%$235.87$273.17$4,37115.81%3.07%
06/03/202412MSFT Microsoft Corp0.30%$414.10$497.16$5,96620.06%4.19%
08/05/202411MSI Motorola Solutions Inc0.40%$403.41$420.35$4,6244.20%3.25%
03/25/202440MU Micron Technology Inc-1.21%$117.24$123.19$4,9285.08%3.46%
01/03/20258MUV2.de Münchener Rück0.11%492.74€551.80€4,414€11.99%3.66%
10/22/202430NVDA NVIDIA Corp0.15%$143.91$157.87$4,7369.70%3.33%
04/29/202450OKE Oneok Inc0.42%$81.47$81.59$4,0800.15%2.87%
03/25/20244ORLY O`Reilly Automotive Inc-2.15%$1154.29$1347.64$5,39116.75%3.79%
05/13/20243,555SAB.MC Sabadell-0.07%1.85€2.70€9,599€45.76%7.95%
03/25/20248SNPS Synopsys2.00%$585.87$512.88$4,103-12.46%2.88%
07/30/2024105STT State Street Corp0.34%$85.94$106.36$11,16823.75%7.85%
02/09/202420SU.PA SCHNEIDER-1.83%196.54€225.80€4,516€14.89%3.74%
09/12/202433TSLA Tesla Motors-1.84%$228.38$317.62$10,48139.08%7.37%
04/29/202411WING Wingstop Inc.-3.13%$385.39$336.54$3,702-12.67%2.60%
04/29/20243,991Cash   0.00%1.00€1.00€3,991€0.00%3.31%
EUR/USD: 1.17839    GBP/EUR: 1.1700 Portfolio Value: $142,241 120,708€ 100%

 # PerformanceCmomentum25S&P500
Return:
20.52%
-100.00%
Annualized Return:12.09%-100.00%
Std (Volatility):17.8679.62
Sharpe:0.45-1.31
Beta:0.031.00
Jensen Alpha:1.120.00
Drawdown:23.2618.46



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