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 # CMomentum20 Portfolio       Currency:EURTop 25: 174
Visit CMomentum20
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Start:11/09/2023 Day Return:
0.41%
Day Rank:326
Days: 349 Month Return:
4.44%
Month Rank:261
Last:2024-10-22 Year Return:
0.00%
Year Rank:102
Visits:729 All Time Return:
28.05%
All Time Rank:312


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
    
    
    
1.14%
-1.09%
0.04%
8.61%
2024
6.22%
8.32%
5.12%
-2.34%
3.45%
0.50%
-0.55%
-1.84%
2.25%
4.44%
    
    
28.03%
22.90%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
03/07/202437AIR.PA Airbus Group0.03%157.75€141.50€5,236€-10.30%4.09%
06/11/202446AMAT Applied Materials Inc-0.02%$226.19$182.96$8,416-19.11%6.09%
04/11/202430AMZN Amazon.com0.02%$186.51$189.72$5,6921.72%4.12%
03/25/2024400BBVA.MC BBVA0.00%10.85€9.17€3,668€-15.45%2.86%
05/13/20248COST Costco Wholesale Corp0.06%$783.03$893.44$7,14814.10%5.17%
05/13/2024270ENR.DE Siemens Energy AG0.00%23.61€36.50€9,855€54.59%7.69%
05/13/2024100FORM FormFactor Inc0.00%$55.61$43.80$4,380-21.23%3.17%
04/11/20241,000FRES.L Fresnillo0.19%£5.83£7.68£9,21631.78%7.20%
02/26/202414GD General Dynamics Corp-0.02%$274.28$305.98$4,28411.56%3.10%
04/09/202460GOOG Google Inc0.02%$157.66$166.82$10,0095.81%7.24%
05/13/202464GRMN Garmin Ltd.-0.02%$167.68$162.98$10,431-2.81%7.54%
02/19/202420LIN.DE LINDE-0.01%400.16€444.20€8,884€11.00%6.94%
09/10/20244LLY Eli Lilly & Co0.08%$906.85$909.41$3,6380.28%2.63%
03/25/202484MU Micron Technology Inc0.00%$115.37$107.82$9,057-6.55%6.55%
08/05/2024121NEM Newmont Mining Corp0.01%$45.19$58.68$7,10029.85%5.13%
07/05/202435ORCL Oracle Corp0.00%$144.45$175.27$6,13421.33%4.44%
04/09/20246,000SAB.MC Sabadell0.00%1.53€1.85€11,100€20.77%8.67%
10/22/2024181WMB Williams Cos Inc-The0.00%$52.07$52.31$9,4680.46%6.85%
10/22/2024703Cash   0.00%1.00€1.00€703€0.00%0.55%
EUR/USD: 1.07981    GBP/EUR: 1.2000 Portfolio Value: $138,301 128,079€ 100%

 # PerformanceCMomentum20S&P500
Return:
28.08%
33.48%
Annualized Return:29.45%35.15%
Std (Volatility):13.9012.08
Sharpe:1.832.58
Beta:0.811.00
Jensen Alpha:0.020.00
Drawdown:12.28.19



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