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 # Cartera Toby       Currency:EURTop 25: 267
Accede a la Cartera Toby
Ver
Inicio:22/08/2012 Rent. Día:
0.00%
Ranking Día:529
Días: 4476 Rent. Mes:
6.86%
Ranking Mes:659
Last:2024-08-12 Rent. Año:
0.00%
Ranking Año:224
Visitas:3034 Rent. Total:
265.03%
Ranking Total: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%
6.83%
    
26.09%
24.95%

 # Acciones y Dinero
Fecha  Número      Ticker       % Día   Compra   Actual  Valor % Total Peso
15/07/202437ADBE Adobe Systems Inc0.02%$559.56$504.38$18,662-9.86%4.88%
23/08/20123,388IBE.MC Iberdrola0.00%3.25€13.32€45,128€310.33%12.37%
30/05/20241,041III.L 3i Ord0.79%£29.47£35.48£44,32220.38%12.15%
22/08/2012156PSA Public Storage0.04%$231.50$335.85$52,39345.08%13.71%
13/06/20244,991RR.L Rolls Royce Holdings plc0.15%£4.62£5.41£32,42617.22%8.89%
22/08/2012714SCHW Charles Schwab Corp-The0.00%$24.75$80.80$57,691226.44%15.09%
22/08/2012123SPY SPDR S&P 500 ETF0.00%$141.41$593.61$73,014319.77%19.10%
11/06/2024294THC Tenet Healthcare Corp-0.01%$134.38$147.91$43,48610.07%11.38%
11/06/20248,889Liquidez   0.00%1.00€1.00€8,889€0.00%2.44%
EUR/USD: 1.04737    GBP/EUR: 1.2000 Valor Cartera: $382,204 364,918€ 100%

 # RatiosTobyS&P500
Rentabilidad:
266.16%
320.84%
Rent. Anualizada:10.93%12.17%
Std (Volatilidad):11.5516.62
Sharpe:0.600.49
Beta:0.351.00
Alfa de Jensen:0.410.00
Drawdown:17.5233.92



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