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IBEX 13,993 0.16% sube  
EUROSTOXX50 5,310 -0.42% sube  
FTSE 8,772 -0.43% sube  
DAX 23,929 -0.51% sube  
   



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  BolsiaCoins 0 Bolsiacoins  $lkeHsOQWjDNG7Q
 # Rufo Portfolio       Currency:EURTop 25: 511
Visit Rufo
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Start:09/02/2024 Day Return:
0.00%
Day Rank:600
Days: 303 Month Return:
3.66%
Month Rank:345
Last:2025-06-25 Year Return:
0.00%
Year Rank:651
Visits:252 All Time Return:
28.34%
All Time Rank:442


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
    
6.90%
3.65%
9.93%
-1.93%
19.46%
4.20%
2025
3.26%
-1.56%
-7.99%
-0.32%
11.15%
3.69%
0.00%
    
    
    
    
    
7.46%
5.25%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/05/2024137AFL Aflac Inc0.34%$109.13$105.43$14,444-3.39%9.55%
09/06/202426AMP Ameriprise Financial Inc1.14%$440.03$534.07$13,88621.37%9.18%
09/04/2024212ENR.DE Siemens Energy AG2.68%25.74€97.96€20,768€280.57%16.18%
09/03/20242,232GLEN.L Glencore-1.20%3.97€2.83€6,322€-28.69%4.93%
09/05/202471JNJ Johnson & Johnson0.17%$167.47$152.68$10,840-8.83%7.17%
09/04/202435MSFT Microsoft Corp0.30%$413.77$497.16$17,40120.15%11.50%
09/04/2024129NVDA NVIDIA Corp0.15%$108.58$157.87$20,36545.39%13.46%
09/04/202466SAP.DE SAP0.06%208.31€257.35€16,985€23.54%13.23%
09/03/202461SU.PA SCHNEIDER-1.83%230.11€225.80€13,774€-1.87%10.73%
09/03/20245,233Cash   0.00%1.00€1.00€5,233€0.00%4.08%
EUR/USD: 1.17844    GBP/EUR: 1.1700 Portfolio Value: $151,274 128,368€ 100%

 # PerformanceRufoS&P500
Return:
28.37%
9.66%
Annualized Return:34.96%11.71%
Std (Volatility):22.3017.51
Sharpe:1.390.44
Beta:0.841.00
Jensen Alpha:2.450.00
Drawdown:22.318.46



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