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 # Mom09 Portfolio       Currency:EURTop 25: 2501
Visit Mom09
Look
Start:07/26/2024 Day Return:
-1.40%
Day Rank:1445
Days: 568 Month Return:
-1.94%
Month Rank:2088
Last:2026-01-28 Year Return:
0.00%
Year Rank:2388
Visits:346 All Time Return:
4.78%
All Time Rank:2266


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
-0.80%
2.46%
-0.93%
-2.10%
5.54%
-2.87%
1.05%
7.68%
2025
3.83%
3.25%
2.11%
-0.88%
-1.09%
-4.36%
4.00%
-2.10%
-1.36%
0.04%
2.84%
0.31%
6.40%
16.77%
2026
-0.85%
-2.62%
    
    
    
    
    
    
    
    
    
    
-3.45%
-100.00%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/26/202427ADBE Adobe Systems Inc0.01%$543.16$346.74$9,362-36.16%7.58%
07/26/20241,032ADMA ADMA Biologics Inc-4.24%$13.89$15.58$16,07912.14%13.02%
07/29/202479ADS.DE ADIDAS-0.16%218.87€153.50€12,127€-29.87%11.66%
07/29/2024751BBVA.MC BBVA-2.00%10.13€19.86€14,915€96.02%14.34%
07/26/202435BRK-B Berkshire Hathaway Inc0.00%$437.76$500.00$17,50014.22%14.18%
02/27/2025151CCH.L COCA-COLA HBC N1.99%£36.15£47.32£8,21730.90%7.90%
07/26/2024171IRM Iron Mountain Inc5.77%$96.40$105.96$18,1199.92%14.68%
07/26/202437SPGI S&P Global1.65%$491.26$397.20$14,696-19.15%11.90%
07/26/20244,937Cash   0.00%1.00€1.00€4,937€0.00%4.75%
EUR/USD: 1.18663    GBP/EUR: 1.1500 Portfolio Value: $123,453 104,037€ 100%

 # PerformanceMom09S&P500
Return:
3.81%
-100.00%
Annualized Return:2.43%-100.00%
Std (Volatility):14.7081.49
Sharpe:-0.11-1.28
Beta:0.011.00
Jensen Alpha:-0.050.00
Drawdown:11.9518.46



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