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 # Cmomentum25 Portfolio       Currency:EURTop 25: 566
Visit Cmomentum25
Look
Start:11/15/2023 Day Return:
0.00%
Day Rank:1598
Days: 436 Month Return:
4.45%
Month Rank:702
Last:2025-01-03 Year Return:
0.00%
Year Rank:696
Visits:811 All Time Return:
32.48%
All Time Rank:367


 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
4.41%
    
    
    
    
    
    
    
    
    
    
    
4.41%
3.33%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/05/202433AAPL Apple Inc.0.04%$225.54$223.77$7,384-0.78%5.36%
03/04/202420AMAT Applied Materials Inc-0.01%$210.72$195.49$3,910-7.23%2.84%
04/29/2024180ANTO.L Antofagasta-0.09%£22.60£17.43£3,701-22.91%2.79%
04/11/20241,200BPE.MI Banca Pop Emilia Romagna0.00%4.38€6.47€7,764€47.85%5.86%
03/12/202414CAT Caterpillar Inc-0.01%$336.81$397.60$5,56618.05%4.04%
10/08/202490III.L 3i Ord0.52%£32.28£38.69£4,10919.84%3.10%
04/02/202432LEN Lennar Corp0.03%$161.86$136.12$4,356-15.90%3.16%
09/06/20245LLY Eli Lilly & Co0.08%$896.11$753.82$3,769-15.88%2.73%
03/25/202420LOW Lowe`s Cos Inc-0.05%$258.36$258.06$5,161-0.12%3.74%
01/22/20245LRCX Lam Research0.10%$834.91$814.17$4,071-2.48%2.95%
01/22/202416MAR Marriott International Inc-DE0.03%$235.87$280.33$4,48518.85%3.25%
06/03/202412MSFT Microsoft Corp0.09%$414.10$446.16$5,3547.74%3.88%
08/05/202411MSI Motorola Solutions Inc0.02%$403.41$471.92$5,19116.98%3.77%
03/25/202440MU Micron Technology Inc0.00%$117.24$109.24$4,370-6.82%3.17%
01/03/20258MUV2.de Münchener Rück0.16%492.74€522.40€4,179€6.02%3.16%
10/22/202430NVDA NVIDIA Corp0.02%$143.91$147.04$4,4112.17%3.20%
04/29/202450OKE Oneok Inc-0.04%$81.47$106.29$5,31530.46%3.86%
03/25/20244ORLY O`Reilly Automotive Inc0.01%$1154.29$1241.19$4,9657.53%3.60%
05/13/20243,555SAB.MC Sabadell0.00%1.85€2.12€7,537€14.45%5.69%
03/25/20248SNPS Synopsys0.12%$585.87$545.01$4,360-6.97%3.16%
07/30/2024105STT State Street Corp-0.01%$85.94$97.17$10,20313.06%7.40%
02/09/202420SU.PA SCHNEIDER0.02%196.54€269.20€5,384€36.97%4.07%
09/12/202433TSLA Tesla Motors-0.02%$228.38$415.10$13,69881.76%9.94%
04/29/202411WING Wingstop Inc.0.01%$385.39$283.43$3,118-26.46%2.26%
04/29/20243,991Cash   0.00%1.00€1.00€3,991€0.00%3.01%
EUR/USD: 1.04090    GBP/EUR: 1.1800 Portfolio Value: $137,851 132,435€ 100%

 # PerformanceCmomentum25S&P500
Return:
32.43%
35.37%
Annualized Return:26.38%28.70%
Std (Volatility):13.7412.28
Sharpe:1.632.01
Beta:0.861.00
Jensen Alpha:0.110.00
Drawdown:10.958.19



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