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 # Cmomentum16 Portfolio       Currency:EURTop 25: 199
Visit Cmomentum16
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Start:12/29/2023 Day Return:
0.00%
Day Rank:226
Days: 121 Month Return:
-1.90%
Month Rank:577
Last:2024-04-15 Year Return:
0.00%
Year Rank:87
Visits:169 All Time Return:
13.51%
All Time Rank:583


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
    
    
    
    
-0.02%
-0.02%
0.00%
2024
3.21%
6.98%
4.81%
-1.90%
    
    
    
    
    
    
    
    
13.53%
7.05%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
04/04/2024100AFL Aflac Inc-0.14%$85.93$83.61$8,361-2.70%6.89%
01/22/202422AMGN Amgen Inc0.22%$309.68$269.98$5,940-12.82%4.89%
01/26/202445AMZN Amazon.com3.43%$159.58$179.62$8,08312.56%6.66%
02/08/2024785BBVA.MC BBVA4.66%9.12€11.00€8,635€20.59%7.61%
01/26/202422BRK-B Berkshire Hathaway Inc-0.69%$384.43$402.10$8,8464.60%7.29%
02/02/2024122BSX Boston Scientific Corp-0.12%$64.68$73.17$8,92713.13%7.35%
02/19/202431CAP.PA CAP GEMINI1.14%220.68€203.30€6,302€-7.88%5.55%
04/15/202444GOOG Google Inc9.97%$159.81$173.69$7,6428.69%6.30%
01/12/2024400IDR.MC Indra0.77%15.14€18.24€7,296€20.47%6.43%
01/22/202411INTU Intuit Inc1.62%$631.36$636.55$7,0020.82%5.77%
01/26/202440JPM JPMorgan Chase & Co0.07%$172.58$193.50$7,74012.12%6.38%
01/22/20248LRCX Lam Research2.65%$834.76$925.37$7,40310.85%6.10%
03/04/202413META Meta0.43%$498.85$443.29$5,763-11.14%4.75%
01/22/202416MSFT Microsoft Corp1.82%$396.23$406.32$6,5012.55%5.36%
03/25/20244ORLY O`Reilly Automotive Inc-0.97%$1154.29$1043.93$4,176-9.56%3.44%
03/11/202440QCOM Qualcomm1.45%$171.75$165.66$6,626-3.55%5.46%
03/11/20244,310Cash   0.00%1.00€1.00€4,310€0.00%3.80%
EUR/USD: 1.06945    GBP/EUR: 1.1700 Portfolio Value: $121,397 113,513€ 100%

 # PerformanceCmomentum16S&P500
Return:
13.51%
7.05%
Annualized Return:46.11%22.62%
Std (Volatility):12.3911.17
Sharpe:3.401.67
Beta:0.731.00
Jensen Alpha:2.850.00
Drawdown:4.945.36



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