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 # Cmomentum21 Portfolio       Currency:EURTop 25: 172
Visit Cmomentum21
Look
Start:12/29/2023 Day Return:
0.00%
Day Rank:1044
Days: 352 Month Return:
1.17%
Month Rank:732
Last:2024-11-13 Year Return:
0.00%
Year Rank:110
Visits:612 All Time Return:
36.51%
All Time Rank:311


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
    
    
    
    
-0.01%
-0.01%
0.00%
2024
1.54%
8.07%
5.49%
-3.37%
3.06%
0.89%
2.09%
-1.06%
5.11%
-0.72%
10.07%
1.17%
36.52%
27.10%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
04/11/202433AMZN Amazon.com-0.01%$186.51$227.43$7,50521.94%5.23%
03/25/202417AXP American Express Co0.00%$226.26$302.18$5,13733.55%3.58%
03/25/20241AZO AutoZone Inc0.11%$3221.66$3370.10$3,3704.61%2.35%
11/12/2024137BMY Bristol-Myers Squibb Co-0.01%$59.60$55.78$7,642-6.42%5.33%
09/10/2024170CCH.L COCA-COLA HBC N0.14%£28.72£27.96£5,704-2.65%4.18%
05/13/2024210ENR.DE Siemens Energy AG-0.01%23.37€48.94€10,277€109.39%7.53%
06/11/202426FSLR First Solar Inc0.03%$281.91$199.76$5,194-29.14%3.62%
04/09/20241,444GLEN.L Glencore-0.05%£4.71£3.71£6,424-21.22%4.71%
07/05/202480HDB HDFC Bank Limited0.00%$61.81$66.98$5,3588.37%3.74%
05/13/2024800HSBA.L HSBC0.07%£6.96£7.65£7,3459.94%5.38%
03/25/202445MU Micron Technology Inc0.02%$117.23$102.53$4,614-12.54%3.22%
09/11/202446ORCL Oracle Corp-0.02%$156.75$173.37$7,97510.60%5.56%
04/29/202422PGR Progressive Corp-The0.03%$207.26$251.84$5,54021.51%3.86%
10/22/202445PHM Pulte Group Inc-0.01%$144.42$118.42$5,329-18.00%3.72%
03/18/202486PRY.MI Prysmian0.00%48.02€61.66€5,303€28.40%3.88%
05/13/202425SU.PA SCHNEIDER0.00%233.21€244.65€6,116€4.90%4.48%
05/13/202445THC Tenet Healthcare Corp0.01%$125.21$136.71$6,1529.19%4.29%
05/13/202438TSLA Tesla Motors0.16%$174.45$436.19$16,575150.04%11.56%
02/02/202419V Visa Inc-0.01%$277.86$314.81$5,98113.30%4.17%
08/05/202427VMC Vulcan Materials Co-0.02%$257.89$275.77$7,4466.93%5.19%
02/12/202451XYL Xylem Inc0.00%$123.82$120.62$6,152-2.59%4.29%
02/12/2024151Cash   0.00%1.00€1.00€151€0.00%0.11%
EUR/USD: 1.05028    GBP/EUR: 1.2000 Portfolio Value: $143,369 136,505€ 100%

 # PerformanceCmomentum21S&P500
Return:
36.51%
27.10%
Annualized Return:37.96%28.14%
Std (Volatility):14.7912.23
Sharpe:2.301.97
Beta:0.901.00
Jensen Alpha:1.220.00
Drawdown:8.678.19



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