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 # RUTEGroupon Portfolio       Currency:EURTop 25: 596
Visit RUTEGroupon
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Start:07/04/2012 Day Return:
0.00%
Day Rank:861
Days: 4746 Month Return:
5.28%
Month Rank:136
Last:2025-06-12 Year Return:
0.00%
Year Rank:1563
Visits:3983 All Time Return:
247.00%
All Time Rank:94


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2012
    
    
    
    
    
    
1.88%
3.36%
0.31%
-4.59%
3.21%
-1.93%
2.01%
3.80%
2013
5.37%
3.22%
4.12%
-2.83%
2.65%
-2.00%
2.18%
0.11%
1.42%
4.30%
2.95%
2.94%
26.95%
29.60%
2014
-3.84%
1.63%
-1.06%
-1.37%
3.04%
0.24%
-0.52%
3.07%
2.85%
0.63%
2.80%
1.51%
9.08%
11.39%
2015
4.13%
2.04%
1.67%
-0.59%
2.73%
-2.41%
5.85%
-4.25%
0.63%
6.06%
3.80%
-1.23%
19.39%
-0.73%
2016
-2.17%
0.32%
1.14%
1.11%
2.97%
0.47%
2.01%
-0.12%
1.50%
0.60%
0.57%
0.77%
9.46%
9.54%
2017
1.98%
3.40%
0.31%
-0.12%
-0.44%
-1.12%
-0.06%
0.14%
0.38%
2.15%
-0.23%
-0.84%
5.60%
15.21%
2018
1.92%
0.21%
-1.98%
2.50%
3.37%
0.97%
2.58%
2.01%
-0.50%
-3.91%
1.71%
-4.33%
4.26%
-2.81%
2019
4.45%
1.01%
2.62%
3.23%
-2.94%
2.15%
2.24%
-1.97%
1.14%
-0.10%
1.88%
0.25%
14.60%
28.88%
2020
1.79%
-3.58%
-3.68%
6.90%
1.35%
0.76%
3.12%
3.53%
-2.30%
1.36%
0.12%
-0.61%
8.58%
16.26%
2021
-0.37%
0.39%
3.48%
0.91%
0.02%
3.75%
2.82%
-1.16%
0.03%
-1.02%
2.25%
0.08%
11.61%
26.89%
2022
-3.87%
3.02%
3.12%
-2.28%
-3.76%
-6.39%
2.81%
-3.19%
-5.06%
0.23%
0.73%
-2.20%
-16.12%
-19.79%
2023
1.92%
0.32%
2.23%
0.55%
2.32%
3.44%
1.22%
1.83%
-0.74%
0.01%
1.87%
1.74%
17.96%
24.54%
2024
3.06%
7.41%
1.29%
-1.69%
1.00%
2.67%
-0.07%
-1.87%
3.77%
-0.25%
13.03%
-1.77%
28.81%
23.59%
2025
6.63%
-4.38%
-11.87%
-7.24%
9.94%
5.33%
0.06%
    
    
    
    
    
-3.42%
5.25%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
05/28/2024994AA Alcoa Corporation3.58%$43.25$29.49$29,313-31.81%7.16%
06/06/2022259AMZN Amazon.com-1.75%$124.79$219.40$56,82575.82%13.89%
07/05/2012189AXP American Express Co0.55%$160.94$318.92$60,27698.16%14.73%
07/05/2012439EMR Emerson Electric Co0.09%$66.92$133.29$58,51499.18%14.30%
05/28/202470KLAC KLA-Tencor Corp0.66%$783.23$895.68$62,69814.36%15.32%
07/18/202290META Meta0.61%$180.50$738.01$66,421308.87%16.23%
04/04/202510NFLX Netflix Inc1.21%$868.85$1339.38$13,39454.16%3.27%
07/05/2012301PG Procter & Gamble Co-The-0.34%$95.68$159.32$47,95566.51%11.72%
07/05/201211,714Cash   0.00%1.00€1.00€11,714€0.00%3.37%
EUR/USD: 1.17793    GBP/EUR: 1.1700 Portfolio Value: $409,194 347,384€ 100%

 # PerformanceRUTEGrouponS&P500
Return:
247.37%
350.70%
Annualized Return:9.84%12.02%
Std (Volatility):12.6016.66
Sharpe:0.460.48
Beta:0.321.00
Jensen Alpha:0.330.00
Drawdown:29.8133.92



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