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IBEX 11,748 -0.16% sube  
EUROSTOXX50 4,963 0.04% sube  
FTSE 8,297 -0.11% sube  
DAX 20,390 -0.45% sube  
   



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 # Rufo Portfolio       Currency:EURTop 25: 472
Visit Rufo
Look
Start:09/02/2024 Day Return:
0.00%
Day Rank:375
Days: 104 Month Return:
-1.17%
Month Rank:1198
Last:2024-12-06 Year Return:
0.00%
Year Rank:429
Visits:90 All Time Return:
20.39%
All Time Rank:504


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
    
6.90%
3.65%
9.93%
-1.17%
20.39%
7.15%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/05/2024106AFL Aflac Inc0.00%$110.63$104.53$11,080-5.51%8.76%
09/06/202426AMP Ameriprise Financial Inc-0.03%$440.03$549.78$14,29424.94%11.31%
09/04/2024363ENR.DE Siemens Energy AG-0.01%25.74€48.94€17,765€90.13%14.76%
09/03/20242,232GLEN.L Glencore-0.05%3.97€3.71€8,275€-6.66%6.87%
09/05/202471JNJ Johnson & Johnson0.01%$167.47$146.59$10,408-12.47%8.23%
09/04/202435MSFT Microsoft Corp-0.01%$413.77$447.26$15,6548.09%12.38%
09/04/2024129NVDA NVIDIA Corp-0.05%$108.58$134.22$17,31423.61%13.69%
09/04/202453SAP.DE SAP0.00%194.19€240.55€12,749€23.87%10.59%
09/03/202446SU.PA SCHNEIDER0.00%227.42€244.65€11,254€7.58%9.35%
09/03/20244,885Cash   0.00%1.00€1.00€4,885€0.00%4.06%
EUR/USD: 1.05028    GBP/EUR: 1.2000 Portfolio Value: $126,441 120,388€ 100%

 # PerformanceRufoS&P500
Return:
20.39%
7.15%
Annualized Return:90.60%27.14%
Std (Volatility):15.4911.54
Sharpe:5.592.01
Beta:0.991.00
Jensen Alpha:6.370.00
Drawdown:3.594.2



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