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 # Cartera Tochofinisis       Currency:EURTop 25: 617
Accede a la Cartera Tochofinisis
Ver
Inicio:26/03/2013 Rent. Día:
0.00%
Ranking Día:473
Días: 4592 Rent. Mes:
1.06%
Ranking Mes:1076
Last:2025-09-18 Rent. Año:
0.00%
Ranking Año:1707
Visitas:3238 Rent. Total:
321.35%
Ranking Total:71


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2013
    
    
0.42%
0.24%
1.76%
-4.12%
2.87%
-1.02%
4.71%
2.61%
-0.78%
1.78%
8.53%
18.20%
2014
-1.78%
6.87%
-2.09%
-0.72%
0.92%
4.82%
-2.55%
6.64%
-3.24%
-1.13%
1.73%
-1.64%
7.37%
11.39%
2015
-0.59%
2.74%
-0.12%
4.09%
1.67%
-2.80%
5.23%
-13.39%
-4.70%
9.88%
10.58%
-4.33%
5.94%
-0.73%
2016
-8.35%
-0.50%
2.66%
1.03%
-2.90%
-3.62%
5.29%
0.24%
0.93%
12.86%
0.36%
4.23%
11.32%
9.54%
2017
3.08%
5.77%
2.27%
2.17%
1.38%
-3.34%
-2.57%
2.64%
0.64%
5.40%
-1.55%
-0.89%
15.55%
15.21%
2018
5.39%
2.01%
-7.18%
6.05%
5.38%
3.15%
1.34%
5.56%
0.74%
-5.55%
0.33%
-6.81%
9.48%
-2.81%
2019
4.59%
0.56%
3.91%
1.46%
-6.10%
1.89%
5.88%
-3.99%
3.89%
2.88%
3.11%
3.85%
23.43%
28.87%
2020
9.95%
-3.55%
-9.20%
8.32%
2.70%
1.91%
3.19%
4.27%
-1.05%
0.81%
0.80%
-0.99%
16.96%
15.97%
2021
1.50%
0.65%
2.83%
1.99%
-0.93%
4.17%
3.33%
-0.42%
1.66%
0.47%
1.59%
0.15%
18.24%
27.48%
2022
-4.89%
1.29%
4.65%
-4.80%
-4.12%
-7.15%
6.02%
3.45%
-6.21%
-1.74%
-2.71%
-9.62%
-24.05%
-19.96%
2023
7.16%
1.20%
2.61%
-3.13%
8.26%
3.68%
1.83%
3.75%
-1.22%
-3.48%
3.17%
1.09%
27.10%
24.54%
2024
-1.39%
2.79%
0.58%
1.05%
0.75%
5.44%
5.74%
-2.75%
4.04%
-0.12%
14.41%
5.82%
41.58%
23.59%
2025
3.97%
-5.62%
-11.94%
-5.77%
11.99%
-0.75%
6.07%
-0.85%
7.83%
0.99%
    
    
3.66%
12.66%

 # Acciones y Dinero
Fecha  Número      Ticker       % Día   Compra   Actual  Valor % Total Peso
06/06/2022280AMZN Amazon.com-0.80%$124.79$212.75$59,57070.49%12.13%
14/04/20251,114ENGI.PA Engie-0.33%18.60€19.66€21,901€5.72%5.20%
18/07/2022284GOOG Google Inc0.43%$109.91$252.96$71,841130.15%14.62%
28/06/2024889INSM Insmed Incorporated-3.99%$64.72$70.64$62,7999.15%12.78%
28/05/2024644JCI Johnson Controls Inc-1.12%$69.76$108.14$69,64255.01%14.18%
04/10/2024340LRCX Lam Research-0.52%$110.23$141.63$48,15428.48%9.80%
01/07/202492META Meta0.16%$558.38$713.24$65,61827.73%13.36%
31/08/2022179TSLA Tesla Motors2.46%$201.61$439.27$78,629117.88%16.00%
31/08/20228,117Liquidez   0.00%1.00€1.00€8,117€0.00%1.93%
EUR/USD: 1.16688    GBP/EUR: 1.1500 Valor Cartera: $491,281 421,021€ 100%

 # RatiosTochofinisisS&P500
Rentabilidad:
320.39%
323.92%
Rent. Anualizada:11.89%11.96%
Std (Volatilidad):16.9716.82
Sharpe:0.460.47
Beta:0.451.00
Alfa de Jensen:0.430.00
Drawdown:30.1433.92



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