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 # Toby Portfolio       Currency:EURTop 25: 468
Visit Toby
Look
Start:08/22/2012 Day Return:
0.00%
Day Rank:621
Days: 4815 Month Return:
0.39%
Month Rank:1851
Last:2025-08-12 Year Return:
0.00%
Year Rank:766
Visits:3392 All Time Return:
316.18%
All Time Rank:81


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2012
    
    
    
    
    
    
    
-1.03%
1.74%
1.55%
-4.18%
4.82%
2.71%
0.90%
2013
0.60%
1.41%
4.43%
-0.16%
2.27%
-0.67%
3.88%
-2.16%
1.07%
2.38%
5.08%
1.46%
21.18%
29.60%
2014
0.03%
4.35%
0.36%
-1.38%
1.94%
3.51%
-2.11%
4.07%
0.57%
1.07%
3.64%
1.46%
18.70%
11.39%
2015
3.31%
4.88%
4.16%
-2.26%
3.61%
-2.04%
5.09%
-8.32%
-1.00%
6.55%
5.58%
-2.69%
16.91%
-0.73%
2016
-6.44%
-1.27%
3.09%
-0.75%
3.76%
-2.63%
2.46%
0.50%
0.91%
0.99%
4.65%
1.82%
6.77%
9.54%
2017
-0.89%
3.42%
0.63%
-1.51%
0.13%
0.82%
-1.57%
-0.07%
1.80%
2.83%
0.78%
-0.43%
5.96%
15.21%
2018
0.86%
0.54%
-0.96%
4.30%
1.58%
-3.21%
1.59%
0.46%
-1.38%
-2.19%
0.16%
-1.78%
-0.24%
-2.81%
2019
4.26%
0.23%
0.22%
3.32%
-0.86%
0.41%
2.23%
0.02%
1.86%
-2.06%
3.44%
-0.43%
13.18%
28.87%
2020
1.51%
-2.41%
-6.77%
3.47%
0.57%
0.11%
-0.11%
2.08%
-0.01%
2.60%
1.63%
0.79%
3.07%
16.27%
2021
2.50%
2.33%
2.07%
0.50%
1.18%
2.25%
-0.73%
1.49%
1.36%
2.78%
1.39%
0.84%
19.42%
26.94%
2022
0.29%
-1.94%
4.74%
-2.69%
-3.17%
-3.93%
4.92%
6.96%
-3.15%
4.57%
0.31%
-1.85%
4.33%
-19.82%
2023
-0.97%
0.88%
-4.70%
-0.04%
0.07%
1.89%
1.19%
0.56%
-1.99%
-1.54%
4.13%
3.31%
2.48%
24.54%
2024
-1.52%
0.86%
3.17%
-0.59%
1.64%
1.59%
6.53%
4.18%
2.38%
-1.24%
8.36%
-5.22%
21.24%
23.59%
2025
5.17%
1.42%
-3.90%
1.06%
5.15%
0.67%
3.84%
0.56%
3.18%
0.38%
    
    
18.60%
14.52%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
07/15/202437ADBE Adobe Systems Inc0.01%$559.56$346.74$12,829-38.03%2.65%
08/05/20251,860GRF.MC Grifols-0.22%12.78€11.35€21,111€-11.19%5.07%
08/23/20123,388IBE.MC Iberdrola-0.21%3.25€17.00€57,596€423.70%13.84%
05/30/20241,041III.L 3i Ord0.35%£29.47£40.36£48,31736.94%11.61%
06/13/20244,991RR.L Rolls Royce Holdings plc1.13%£4.62£11.18£64,155142.00%15.42%
08/22/2012714SCHW Charles Schwab Corp-The-0.21%$24.75$94.40$67,402281.39%13.92%
08/22/2012123SPY SPDR S&P 500 ETF0.82%$141.41$677.11$83,285378.81%17.21%
06/11/2024377THC Tenet Healthcare Corp1.68%$141.46$210.46$79,34348.77%16.39%
06/11/202416,167Cash   0.00%1.00€1.00€16,167€0.00%3.89%
EUR/USD: 1.16323    GBP/EUR: 1.1500 Portfolio Value: $484,050 416,126€ 100%

 # PerformanceTobyS&P500
Return:
317.54%
376.70%
Annualized Return:11.21%12.32%
Std (Volatility):11.8316.61
Sharpe:0.610.50
Beta:0.361.00
Jensen Alpha:0.420.00
Drawdown:17.5233.92



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