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 # CMomentum20 Portfolio       Currency:EURTop 25: 186
Visit CMomentum20
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Start:11/09/2023 Day Return:
0.00%
Day Rank:1366
Days: 410 Month Return:
-0.22%
Month Rank:664
Last:2024-11-13 Year Return:
0.00%
Year Rank:129
Visits:815 All Time Return:
32.95%
All Time Rank:323


 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%
1.97%
6.55%
-0.22%
32.89%
24.62%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
03/07/202437AIR.PA Airbus Group-0.01%157.75€154.88€5,731€-1.82%4.31%
06/11/202446AMAT Applied Materials Inc0.04%$226.19$163.59$7,525-27.68%5.43%
04/11/202430AMZN Amazon.com0.05%$186.51$225.23$6,75720.76%4.87%
03/25/2024400BBVA.MC BBVA0.00%10.85€9.31€3,724€-14.16%2.80%
05/13/20248COST Costco Wholesale Corp0.05%$783.03$953.88$7,63121.82%5.50%
05/13/2024270ENR.DE Siemens Energy AG0.01%23.61€50.96€13,759€115.83%10.35%
05/13/2024100FORM FormFactor Inc0.01%$55.61$42.89$4,289-22.87%3.09%
04/11/20241,000FRES.L Fresnillo0.10%£5.83£6.38£7,6509.39%5.75%
02/26/202414GD General Dynamics Corp0.05%$274.28$263.67$3,691-3.87%2.66%
04/09/202460GOOG Google Inc0.06%$157.66$192.93$11,57622.37%8.35%
05/13/202464GRMN Garmin Ltd.0.04%$167.68$208.97$13,37424.62%9.64%
09/10/20244LLY Eli Lilly & Co-0.44%$906.85$768.43$3,074-15.26%2.22%
11/12/202473MS Morgan Stanley0.02%$132.52$123.44$9,011-6.85%6.50%
03/25/202484MU Micron Technology Inc0.05%$115.37$90.12$7,570-21.89%5.46%
08/05/2024121NEM Newmont Mining Corp0.01%$45.19$38.32$4,637-15.21%3.34%
07/05/202435ORCL Oracle Corp0.02%$144.45$169.77$5,94217.53%4.28%
04/09/20246,000SAB.MC Sabadell0.00%1.53€1.85€11,100€20.77%8.35%
10/22/2024181WMB Williams Cos Inc-The0.01%$52.07$53.49$9,6822.72%6.98%
10/22/2024152Cash   0.00%1.00€1.00€152€0.00%0.11%
EUR/USD: 1.04326    GBP/EUR: 1.2000 Portfolio Value: $138,696 132,945€ 100%

 # PerformanceCMomentum20S&P500
Return:
32.95%
35.35%
Annualized Return:28.77%30.84%
Std (Volatility):14.1512.27
Sharpe:1.752.19
Beta:0.811.00
Jensen Alpha:0.300.00
Drawdown:12.28.19



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