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 # CMomentum23 Portfolio       Currency:EURTop 25: 243
Visit CMomentum23
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Start:11/25/2023 Day Return:
-0.80%
Day Rank:1873
Days: 599 Month Return:
1.59%
Month Rank:975
Last:2025-02-03 Year Return:
0.00%
Year Rank:353
Visits:1050 All Time Return:
39.23%
All Time Rank:343


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
    
    
    
-0.02%
-0.12%
-0.14%
4.48%
2024
1.96%
6.91%
5.01%
-2.77%
2.20%
0.46%
3.13%
-0.91%
4.08%
-0.84%
5.28%
-3.17%
22.84%
23.71%
2025
2.48%
0.00%
-3.83%
-0.99%
9.18%
4.87%
1.21%
    
    
    
    
    
13.07%
6.35%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
05/13/2024387ACA.PA Credit Agricole-1.06%15.70€15.86€6,138€1.02%4.43%
03/25/2024200ANTO.L Antofagasta-1.13%£20.13£18.43£4,238-8.47%3.06%
04/09/2024444BBVA.MC BBVA-1.96%10.66€12.76€5,665€19.75%4.08%
02/09/202411BRK-B Berkshire Hathaway Inc-1.04%$397.78$471.37$5,18518.50%3.22%
02/02/202470BSX Boston Scientific Corp-0.69%$64.68$103.61$7,25360.19%4.51%
11/12/2024138CNX CNX Resources Corp.-3.10%$38.68$34.12$4,709-11.80%2.93%
04/02/202445DIS Walt Disney Co-The-0.58%$120.92$119.27$5,367-1.36%3.34%
06/03/20241,000FRES.L Fresnillo-4.22%£6.25£14.77£16,986136.39%12.25%
04/11/20241,100GLEN.L Glencore-0.42%£4.70£3.09£3,908-34.23%2.82%
01/23/202599GLW Corning Inc-0.94%$54.05$52.62$5,209-2.65%3.24%
04/29/202426GOOG Google Inc0.87%$170.62$184.40$4,7948.08%2.98%
06/03/2024188IDR.MC Indra-1.95%21.49€38.22€7,185€77.83%5.18%
01/23/202566INSM Insmed Incorporated-3.99%$77.95$70.64$4,662-9.38%2.90%
01/23/202533JBL Jabil Circuit-0.53%$169.72$219.35$7,23929.24%4.50%
08/05/202410LMT Lockheed Martin Corp-0.97%$542.55$468.98$4,690-13.56%2.91%
01/22/20244LRCX Lam Research0.10%$834.91$814.17$3,257-2.48%2.02%
10/08/20247META Meta-0.75%$590.12$715.48$5,00821.24%3.11%
09/11/2024900MKS.L Marks & Spencer-0.51%£3.54£3.30£3,410-6.88%2.46%
09/06/202412MSI Motorola Solutions Inc-0.90%$435.91$409.90$4,919-5.97%3.06%
10/22/20246NFLX Netflix Inc-0.48%$773.00$1255.91$7,53562.47%4.68%
07/05/202433ORCL Oracle Corp1.40%$144.83$232.49$7,67260.53%4.77%
01/23/202515PWR Quanta Services Inc-0.32%$356.63$385.76$5,7868.17%3.60%
04/29/20242,700SAB.MC Sabadell-1.66%1.70€2.90€7,830€70.34%5.64%
03/15/202444THC Tenet Healthcare Corp-2.39%$100.16$173.50$7,63473.23%4.74%
01/23/202530VST Vistra-1.49%$192.12$191.91$5,757-0.11%3.58%
01/23/202520Cash   0.00%1.00€1.00€20€0.00%0.01%
EUR/USD: 1.16021    GBP/EUR: 1.1500 Portfolio Value: $160,929 138,707€ 100%

 # PerformanceCMomentum23S&P500
Return:
38.71%
37.45%
Annualized Return:21.98%21.31%
Std (Volatility):14.5615.12
Sharpe:1.231.14
Beta:0.591.00
Jensen Alpha:0.780.00
Drawdown:1718.46



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