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 # CMomentum13 Portfolio       Currency:EURTop 25: 261
Visit CMomentum13
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Start:11/25/2023 Day Return:
1.10%
Day Rank:165
Days: 405 Month Return:
1.27%
Month Rank:383
Last:2024-11-21 Year Return:
0.00%
Year Rank:386
Visits:913 All Time Return:
50.51%
All Time Rank:276


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
    
    
    
1.69%
-1.14%
0.53%
4.48%
2024
7.90%
6.54%
4.87%
-3.48%
6.07%
4.82%
-0.82%
3.93%
1.26%
-0.51%
12.95%
-2.57%
47.84%
23.59%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/08/202429AMZN Amazon.com-0.04%$199.71$219.01$6,3519.66%4.12%
09/10/202477ANA.MC ACCIONA0.03%128.75€111.70€8,601€-13.25%5.72%
04/29/202455AZN.L AstraZeneca3.08%£120.40£106.22£7,069-11.77%4.70%
06/04/2024105BBY Best Buy Co Inc0.00%$86.94$86.00$9,030-1.08%5.85%
10/17/202462COIN Coinbase Global-0.02%$210.71$254.03$15,75020.56%10.21%
11/20/202413COST Costco Wholesale Corp-0.11%$929.15$904.35$11,757-2.67%7.62%
05/13/2024333ENR.DE Siemens Energy AG0.01%23.45€50.64€16,863€115.95%11.22%
01/08/2024273FER.MC Ferrovial0.00%33.47€40.86€11,155€22.08%7.42%
11/27/202320META Meta0.02%$337.05$591.66$11,83375.54%7.67%
11/27/202320MSFT Microsoft Corp-0.10%$377.03$415.94$8,31910.32%5.39%
08/05/202425MTX.DE MTU Aero Engines AG-0.01%252.53€320.80€8,020€27.03%5.34%
06/10/202470NVDA NVIDIA Corp0.00%$131.88$136.01$9,5213.13%6.17%
10/10/202429PWR Quanta Services Inc-0.05%$307.08$313.32$9,0862.03%5.89%
11/27/202347SAP.DE SAP0.02%141.64€238.30€11,200€68.25%7.45%
03/11/202455THC Tenet Healthcare Corp-0.02%$97.20$125.85$6,92229.47%4.49%
03/11/20241,102Cash   0.00%1.00€1.00€1,102€0.00%0.73%
EUR/USD: 1.02638    GBP/EUR: 1.2100 Portfolio Value: $154,267 150,302€ 100%

 # PerformanceCMomentum13S&P500
Return:
50.30%
28.15%
Annualized Return:44.11%24.91%
Std (Volatility):15.0612.36
Sharpe:2.661.69
Beta:0.831.00
Jensen Alpha:2.280.00
Drawdown:10.778.19



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