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FTSE 8,189 -1.15% sube  
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 # Rufo Portfolio       Currency:EURTop 25: 406
Visit Rufo
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Start:09/02/2024 Day Return:
0.75%
Day Rank:323
Days: 37 Month Return:
1.69%
Month Rank:93
Last:2024-09-16 Year Return:
0.00%
Year Rank:384
Visits:25 All Time Return:
8.71%
All Time Rank:423


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
    
6.90%
2.59%
    
    
9.67%
1.48%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/05/2024106AFL Aflac Inc0.00%$110.63$112.26$11,9001.47%9.89%
09/06/202426AMP Ameriprise Financial Inc0.01%$440.03$482.00$12,5329.54%10.42%
09/04/2024405ENR.DE Siemens Energy AG0.01%25.74€35.58€14,410€38.22%13.14%
09/03/20242,232GLEN.L Glencore-0.04%3.97€4.18€9,320€5.13%8.50%
09/05/202471JNJ Johnson & Johnson0.00%$167.47$159.34$11,313-4.85%9.40%
09/04/202435MSFT Microsoft Corp0.04%$413.77$414.32$14,5010.13%12.05%
09/04/2024129NVDA NVIDIA Corp0.03%$108.58$132.89$17,14322.38%14.25%
09/04/202453SAP.DE SAP0.04%194.19€204.40€10,833€5.26%9.88%
09/03/202446SU.PA SCHNEIDER0.02%227.42€238.80€10,985€5.00%10.02%
09/03/20242,687Cash   0.00%1.00€1.00€2,687€0.00%2.45%
EUR/USD: 1.09686    GBP/EUR: 1.1900 Portfolio Value: $120,295 109,672€ 100%

 # PerformanceRufoS&P500
Return:
9.67%
1.48%
Annualized Return:142.74%15.12%
Std (Volatility):14.9112.82
Sharpe:9.310.87
Beta:0.921.00
Jensen Alpha:12.850.00
Drawdown:3.594.2



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