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 # Rinze Portfolio       Currency:EURTop 25: 94
Visit Rinze
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Start:03/29/2013 Day Return:
-1.19%
Day Rank:1474
Days: 4295 Month Return:
7.35%
Month Rank:33
Last:2024-12-12 Year Return:
0.00%
Year Rank:80
Visits:5390 All Time Return:
337.66%
All Time Rank:54


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2013
    
    
0.01%
-1.92%
-0.70%
-2.46%
4.23%
0.24%
2.94%
7.26%
3.48%
0.91%
14.45%
17.79%
2014
0.50%
2.71%
-4.78%
-3.84%
6.18%
4.67%
1.94%
4.30%
-0.49%
-3.34%
2.14%
-1.47%
8.12%
11.39%
2015
6.49%
6.10%
1.65%
1.48%
6.70%
-0.07%
4.25%
-6.01%
-2.33%
7.56%
5.19%
-2.03%
31.82%
-0.73%
2016
-1.08%
-0.54%
2.07%
-0.35%
3.34%
-0.41%
3.09%
-0.79%
0.98%
1.62%
2.05%
1.85%
12.36%
9.54%
2017
1.63%
4.42%
0.97%
0.99%
-1.01%
-1.94%
-0.47%
1.03%
1.33%
4.56%
-1.15%
-0.04%
10.57%
15.21%
2018
1.80%
0.31%
-4.48%
2.30%
6.05%
0.33%
2.77%
-0.92%
0.40%
-2.32%
-0.61%
-5.63%
-0.56%
-2.81%
2019
3.42%
3.88%
1.33%
3.69%
-4.82%
3.90%
5.01%
-2.65%
2.14%
2.23%
5.22%
1.46%
27.23%
28.87%
2020
7.30%
-7.21%
-12.32%
11.09%
3.97%
-3.59%
3.69%
7.02%
-1.89%
-2.07%
1.76%
-2.11%
3.25%
16.30%
2021
1.34%
2.76%
5.66%
0.38%
1.34%
3.95%
2.61%
1.07%
-0.55%
-0.87%
2.10%
1.86%
23.71%
26.85%
2022
-2.61%
0.64%
5.05%
-0.37%
-1.45%
-7.67%
7.29%
-10.44%
-8.64%
1.28%
-2.31%
-9.05%
-26.27%
-19.79%
2023
3.08%
4.07%
3.96%
-1.62%
6.46%
3.97%
2.50%
1.73%
-0.60%
-1.95%
4.37%
1.85%
31.19%
24.54%
2024
-0.61%
4.99%
1.49%
-2.27%
1.21%
4.25%
6.00%
-0.90%
3.63%
-0.01%
8.26%
6.61%
37.19%
23.31%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
04/01/2016263AAPL Apple Inc.0.00%$175.02$252.50$66,40844.27%14.71%
11/27/2024269BX Blackstone Inc.0.00%$188.95$172.33$46,357-8.80%10.27%
07/18/2022375GOOG Google Inc0.02%$120.71$192.81$72,30459.72%16.01%
07/18/2022114META Meta0.06%$180.50$594.21$67,740229.20%15.00%
11/29/2013116NOC Northrop Grumman Corp0.01%$262.34$468.61$54,35978.63%12.04%
08/31/2022169TSLA Tesla Motors0.03%$240.30$422.19$71,35075.69%15.80%
07/29/201595VOO Vanguard S&P 500 ETF0.01%$340.54$541.75$51,46659.09%11.40%
07/29/201520,747Cash   0.00%1.00€1.00€20,747€0.00%4.77%
EUR/USD: 1.03892    GBP/EUR: 1.2000 Portfolio Value: $451,538 434,622€ 100%

 # PerformanceRinzeS&P500
Return:
334.60%
274.12%
Annualized Return:12.88%11.50%
Std (Volatility):15.3116.76
Sharpe:0.580.45
Beta:0.471.00
Jensen Alpha:0.540.00
Drawdown:31.0433.92



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