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 # Cartera Toby       Currency:EURTop 25: 278
Accede a la Cartera Toby
Ver
Inicio:22/08/2012 Rent. Día:
-0.12%
Ranking Día:1180
Días: 4756 Rent. Mes:
1.08%
Ranking Mes:902
Last:2025-08-12 Rent. Año:
0.00%
Ranking Año:550
Visitas:3312 Rent. Total:
303.89%
Ranking Total:76


 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%
0.93%
    
    
    
    
14.94%
10.51%

 # Acciones y Dinero
Fecha  Número      Ticker       % Día   Compra   Actual  Valor % Total Peso
15/07/202437ADBE Adobe Systems Inc0.01%$559.56$397.15$14,695-29.02%3.12%
05/08/20251,860GRF.MC Grifols-0.45%12.78€12.12€22,543€-5.17%5.59%
23/08/20123,388IBE.MC Iberdrola-0.59%3.25€16.09€54,513€395.67%13.52%
30/05/20241,041III.L 3i Ord-0.20%£29.47£40.31£48,25736.77%11.97%
13/06/20244,991RR.L Rolls Royce Holdings plc1.70%£4.62£10.77£61,787133.07%15.32%
22/08/2012714SCHW Charles Schwab Corp-The0.17%$24.75$97.03$69,279292.02%14.72%
22/08/2012123SPY SPDR S&P 500 ETF0.38%$141.41$649.07$79,836358.98%16.96%
11/06/2024377THC Tenet Healthcare Corp1.50%$141.46$184.68$69,62430.55%14.79%
11/06/202416,167Liquidez   0.00%1.00€1.00€16,167€0.00%4.01%
EUR/USD: 1.16719    GBP/EUR: 1.1500 Valor Cartera: $470,686 403,264€ 100%

 # RatiosTobyS&P500
Rentabilidad:
304.64%
360.02%
Rent. Anualizada:11.10%12.17%
Std (Volatilidad):11.8616.68
Sharpe:0.600.49
Beta:0.361.00
Alfa de Jensen:0.420.00
Drawdown:17.5233.92



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