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 # RUTEGroupon Portfolio       Currency:EURTop 25: 702
Visit RUTEGroupon
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Start:07/04/2012 Day Return:
1.90%
Day Rank:3
Days: 5018 Month Return:
-6.06%
Month Rank:887
Last:2026-03-21 Year Return:
0.00%
Year Rank:986
Visits:4357 All Time Return:
296.10%
All Time Rank:99


 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%
4.67%
-2.08%
2.03%
6.83%
-0.42%
3.35%
10.99%
16.77%
2026
6.19%
-0.53%
-6.06%
    
    
    
    
    
    
    
    
    
-0.78%
-7.14%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
05/28/20241,224AA Alcoa Corporation8.37%$37.41$63.30$77,47969.22%17.07%
06/06/2022325AMZN Amazon.com0.90%$141.27$201.13$65,36742.37%14.40%
07/05/2012189AXP American Express Co2.15%$160.94$298.57$56,43085.52%12.43%
07/05/2012439EMR Emerson Electric Co-1.63%$66.92$123.36$54,15584.34%11.93%
05/28/202449KLAC KLA-Tencor Corp-3.45%$781.63$1393.44$68,27978.27%15.04%
07/18/2022104META Meta2.32%$284.82$537.90$55,94288.86%12.32%
11/14/2025100NFLX Netflix Inc-0.33%$111.00$93.12$9,312-16.11%2.05%
07/05/2012399PG Procter & Gamble Co-The1.42%$107.84$144.74$57,75134.22%12.72%
07/05/20128,111Cash   0.00%1.00€1.00€8,111€0.00%2.05%
EUR/USD: 1.14620    GBP/EUR: 1.1500 Portfolio Value: $454,011 396,101€ 100%

 # PerformanceRUTEGrouponS&P500
Return:
296.08%
364.34%
Annualized Return:10.33%11.59%
Std (Volatility):13.0916.38
Sharpe:0.480.46
Beta:0.331.00
Jensen Alpha:0.380.00
Drawdown:29.8133.92



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