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 # CMomentum23 Portfolio       Currency:EURTop 25: 257
Visit CMomentum23
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Start:11/25/2023 Day Return:
0.00%
Day Rank:207
Days: 155 Month Return:
-2.37%
Month Rank:632
Last:2024-04-11 Year Return:
0.00%
Year Rank:124
Visits:230 All Time Return:
11.60%
All Time Rank:594


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
    
    
    
-0.02%
-0.12%
-0.14%
4.48%
2024
1.96%
6.91%
5.01%
-2.37%
    
    
    
    
    
    
    
    
11.75%
7.05%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
11/27/20237ADBE Adobe Systems Inc-0.73%$625.44$487.22$3,411-22.10%2.86%
01/22/202417ALV.DE ALLIANZ1.03%248.17€265.30€4,510€6.90%4.04%
01/22/202413AMGN Amgen Inc0.22%$309.74$269.98$3,510-12.84%2.94%
03/25/2024200ANTO.L Antofagasta1.26%£20.13£22.55£5,27712.02%4.73%
04/09/2024444BBVA.MC BBVA4.66%10.66€11.00€4,884€3.24%4.38%
02/09/202411BRK-B Berkshire Hathaway Inc-0.69%$397.78$402.10$4,4231.09%3.71%
02/02/202470BSX Boston Scientific Corp-0.12%$64.68$73.17$5,12213.13%4.29%
01/22/202475CRH.L CRH plc1.71%£55.06£63.02£5,53014.45%4.96%
01/22/202430DHI DR Horton Inc0.78%$157.26$145.33$4,360-7.59%3.65%
04/02/202445DIS Walt Disney Co-The-0.01%$120.92$112.73$5,073-6.77%4.25%
01/23/2024600ENEL.MI Enel0.99%6.37€6.12€3,672€-3.92%3.29%
01/22/2024120FER.MC Ferrovial0.00%35.11€33.68€4,042€-4.08%3.62%
01/22/20244FICO Fair Isaac Corporation-6.94%$1273.44$1110.85$4,443-12.77%3.72%
04/11/20241,100GLEN.L Glencore0.38%£4.70£4.70£6,0490.07%5.42%
01/22/20247INTU Intuit Inc1.62%$631.47$636.55$4,4560.81%3.73%
11/27/2023120ITX.MC Inditex1.54%37.32€45.39€5,447€21.61%4.88%
01/22/20245LRCX Lam Research2.65%$834.91$925.37$4,62710.83%3.88%
01/22/202418MAR Marriott International Inc-DE-0.45%$235.86$240.84$4,3352.11%3.63%
01/22/202440PHM Pulte Group Inc2.19%$107.73$113.80$4,5525.64%3.81%
01/22/20241,350RR.L Rolls Royce Holdings plc3.80%£3.07£4.21£6,65036.93%5.96%
03/15/202444THC Tenet Healthcare Corp-1.42%$100.16$96.13$4,230-4.02%3.54%
01/22/202415V Visa Inc-0.21%$270.95$274.58$4,1191.34%3.45%
01/22/202415WING Wingstop Inc.3.42%$282.45$382.56$5,73835.45%4.81%
01/22/202430WKL.AS Wolters Kluwer2.25%138.25€142.95€4,289€3.40%3.84%
01/22/20242,904Cash   0.00%1.00€1.00€2,904€0.00%2.60%
EUR/USD: 1.06945    GBP/EUR: 1.1700 Portfolio Value: $119,349 111,598€ 100%

 # PerformanceCMomentum23S&P500
Return:
11.60%
11.85%
Annualized Return:29.06%29.74%
Std (Volatility):8.7110.93
Sharpe:2.882.35
Beta:0.441.00
Jensen Alpha:1.370.00
Drawdown:5.135.36



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