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 # Cmomentum16 Portfolio       Currency:EURTop 25: 133
Visit Cmomentum16
Look
Start:12/29/2023 Day Return:
0.00%
Day Rank:1301
Days: 359 Month Return:
-1.08%
Month Rank:826
Last:2024-12-04 Year Return:
0.00%
Year Rank:90
Visits:477 All Time Return:
36.64%
All Time Rank:301


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
    
    
    
    
-0.02%
-0.02%
0.00%
2024
3.21%
6.98%
4.81%
-3.60%
4.19%
2.92%
-0.04%
0.76%
4.64%
0.57%
8.97%
-1.08%
36.66%
24.62%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/08/202433AAPL Apple Inc.0.06%$225.56$254.59$8,40112.87%5.89%
04/04/2024182AFL Aflac Inc0.02%$97.74$102.69$18,6905.06%13.11%
02/08/2024785BBVA.MC BBVA0.00%9.12€9.31€7,308€2.06%5.35%
02/19/202447CAP.PA CAP GEMINI0.00%214.95€155.80€7,323€-27.52%5.36%
04/29/2024418ENR.DE Siemens Energy AG0.01%21.28€50.96€21,301€139.51%15.59%
04/15/202469GOOG Google Inc0.06%$165.58$192.93$13,31216.51%9.34%
08/05/2024109IRM Iron Mountain Inc0.03%$104.01$105.07$11,4531.02%8.03%
03/04/202421META Meta-0.04%$490.91$583.55$12,25518.87%8.60%
06/10/202490NVDA NVIDIA Corp0.05%$131.88$134.96$12,1462.34%8.52%
03/25/20244ORLY O`Reilly Automotive Inc0.15%$1154.29$1219.05$4,8765.61%3.42%
03/11/202440QCOM Qualcomm0.03%$171.75$152.93$6,117-10.96%4.29%
09/10/202466SY1.DE SYMRISE AG0.00%120.70€101.45€6,696€-15.95%4.90%
05/13/202460XYL Xylem Inc0.01%$141.67$117.16$7,030-17.30%4.93%
05/13/20243,643Cash   0.00%1.00€1.00€3,643€0.00%2.67%
EUR/USD: 1.04326    GBP/EUR: 1.2000 Portfolio Value: $142,552 136,641€ 100%

 # PerformanceCmomentum16S&P500
Return:
36.64%
24.62%
Annualized Return:37.24%25.00%
Std (Volatility):14.7012.55
Sharpe:2.261.67
Beta:0.871.00
Jensen Alpha:1.500.00
Drawdown:11.28.19



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