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 # RUTEGroupon Portfolio       Currency:EURTop 25: 783
Visit RUTEGroupon
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Start:07/04/2012 Day Return:
-0.10%
Day Rank:1336
Days: 4693 Month Return:
3.07%
Month Rank:684
Last:2025-04-04 Year Return:
0.00%
Year Rank:1878
Visits:3924 All Time Return:
209.03%
All Time Rank:118


 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%
2.88%
    
    
    
    
    
    
    
-14.24%
-3.61%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
05/28/2024994AA Alcoa Corporation-1.80%$43.25$25.07$24,920-42.03%7.18%
06/06/2022259AMZN Amazon.com-1.91%$124.79$186.21$48,22849.22%13.90%
07/05/2012189AXP American Express Co0.43%$160.94$278.02$52,54672.75%15.15%
07/05/2012439EMR Emerson Electric Co0.06%$66.92$108.39$47,58361.97%13.72%
05/28/202477KLAC KLA-Tencor Corp-0.70%$783.57$692.58$53,329-11.61%15.37%
07/18/202290META Meta0.38%$180.50$599.26$53,933232.00%15.55%
04/04/202510NFLX Netflix Inc-1.94%$868.85$1133.54$11,33530.46%3.27%
07/05/2012301PG Procter & Gamble Co-The-1.05%$95.68$158.83$47,80866.00%13.78%
07/05/20126,432Cash   0.00%1.00€1.00€6,432€0.00%2.09%
EUR/USD: 1.12471    GBP/EUR: 1.1700 Portfolio Value: $346,916 308,450€ 100%

 # PerformanceRUTEGrouponS&P500
Return:
208.43%
312.78%
Annualized Return:8.97%11.41%
Std (Volatility):12.3016.69
Sharpe:0.400.44
Beta:0.311.00
Jensen Alpha:0.270.00
Drawdown:29.8133.92



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