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 # CMomentum23 Portfolio       Currency:EURTop 25: 369
Visit CMomentum23
Look
Start:11/25/2023 Day Return:
-0.20%
Day Rank:1496
Days: 393 Month Return:
-3.02%
Month Rank:1176
Last:2024-11-13 Year Return:
0.00%
Year Rank:317
Visits:737 All Time Return:
22.87%
All Time Rank:429


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
    
    
    
-0.02%
-0.12%
-0.14%
4.48%
2024
1.96%
6.91%
5.01%
-2.77%
2.20%
0.46%
3.13%
-0.91%
4.08%
-0.84%
5.28%
-3.02%
23.04%
24.62%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
05/13/2024387ACA.PA Credit Agricole0.00%15.70€13.00€5,031€-17.20%4.09%
03/25/2024200ANTO.L Antofagasta0.41%£20.13£16.09£3,860-20.09%3.14%
04/09/2024444BBVA.MC BBVA0.00%10.66€9.31€4,134€-12.62%3.36%
02/09/202411BRK-B Berkshire Hathaway Inc0.04%$397.78$453.86$4,99214.10%3.89%
02/02/202470BSX Boston Scientific Corp0.01%$64.68$88.98$6,22937.57%4.86%
11/12/2024138CNX CNX Resources Corp.0.01%$38.68$36.24$5,001-6.32%3.90%
04/02/202445DIS Walt Disney Co-The0.01%$120.92$111.94$5,037-7.42%3.93%
01/22/20244FICO Fair Isaac Corporation0.61%$1273.44$2088.70$8,35564.02%6.52%
06/03/20241,000FRES.L Fresnillo0.10%£6.25£6.38£7,6502.03%6.23%
04/11/20241,100GLEN.L Glencore0.01%£4.70£3.54£4,670-24.68%3.80%
04/29/202426GOOG Google Inc0.06%$170.62$192.93$5,01613.08%3.91%
06/03/2024188IDR.MC Indra0.00%21.49€16.43€3,089€-23.55%2.51%
08/05/202410LMT Lockheed Martin Corp0.10%$542.55$488.39$4,884-9.98%3.81%
01/22/20244LRCX Lam Research0.10%$834.91$814.17$3,257-2.48%2.54%
01/22/202418MAR Marriott International Inc-DE0.07%$235.86$283.96$5,11120.40%3.99%
10/08/20247META Meta-0.04%$590.12$583.55$4,085-1.11%3.19%
09/11/2024900MKS.L Marks & Spencer0.02%£3.54£3.78£4,0806.77%3.32%
09/06/202412MSI Motorola Solutions Inc0.09%$435.91$470.13$5,6427.85%4.40%
10/22/20246NFLX Netflix Inc0.16%$773.00$909.05$5,45417.60%4.26%
07/05/202433ORCL Oracle Corp0.02%$144.83$169.77$5,60217.22%4.37%
01/22/202440PHM Pulte Group Inc0.01%$107.73$110.50$4,4202.57%3.45%
01/22/20241,000RR.L Rolls Royce Holdings plc-0.02%£3.07£5.76£6,91287.34%5.63%
04/29/20242,700SAB.MC Sabadell0.00%1.70€1.85€4,995€8.67%4.07%
03/15/202444THC Tenet Healthcare Corp0.04%$100.16$130.65$5,74930.45%4.48%
01/22/202410WING Wingstop Inc.-0.01%$282.45$290.40$2,9042.82%2.27%
01/22/202496Cash   0.00%1.00€1.00€96€0.00%0.08%
EUR/USD: 1.04326    GBP/EUR: 1.2000 Portfolio Value: $128,180 122,865€ 100%

 # PerformanceCMomentum23S&P500
Return:
22.87%
30.20%
Annualized Return:20.96%27.62%
Std (Volatility):10.8212.36
Sharpe:1.571.91
Beta:0.571.00
Jensen Alpha:0.350.00
Drawdown:6.678.19



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