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 # Toby Portfolio       Currency:EURTop 25: 967
Visit Toby
Look
Start:08/22/2012 Day Return:
0.10%
Day Rank:103
Days: 4260 Month Return:
-1.26%
Month Rank:523
Last:2022-10-31 Year Return:
0.00%
Year Rank:904
Visits:2677 All Time Return:
192.85%
All Time Rank:97


 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%
-1.26%
    
    
    
    
    
    
    
    
1.19%
4.46%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
08/22/2012444AES AES Corp-The0.80%$11.61$16.40$7,28241.21%2.33%
08/23/20123,388IBE.MC Iberdrola0.40%3.25€11.34€38,420€249.34%13.12%
08/22/201250PSA Public Storage0.04%$142.58$260.38$13,01982.62%4.17%
08/22/2012556SCHW Charles Schwab Corp-The0.67%$13.17$73.42$40,822457.37%13.08%
08/22/2012123SPY SPDR S&P 500 ETF-0.87%$141.41$495.16$60,905250.15%19.51%
08/22/2012139,927Cash   0.00%1.00€1.00€139,927€0.00%47.78%
EUR/USD: 1.06575    GBP/EUR: 1.1600 Portfolio Value: $312,100 292,845€ 100%

 # PerformanceTobyS&P500
Return:
193.85%
251.82%
Annualized Return:9.46%11.12%
Std (Volatility):11.4416.77
Sharpe:0.480.42
Beta:0.351.00
Jensen Alpha:0.300.00
Drawdown:17.5233.92



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