Paco acciones seleccionadas por Paco más ChatGPT
Acciones seleccionadas por mi del hilo Reddit más ChatGPT
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
AXON Axon Enterprise, Inc. | Industrials | 33.33% |
COST Costco Wholesale Corporation | Consumer Defensive | 33.33% |
PANW Palo Alto Networks, Inc. | Technology | 33.33% |
Performance
Performance Chart
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The earliest data available for this chart is Jul 20, 2012, corresponding to the inception date of PANW
Returns By Period
As of May 23, 2025, the Paco acciones seleccionadas por Paco más ChatGPT returned 12.31% Year-To-Date and 30.67% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -1.34% | 7.94% | -2.79% | 10.16% | 14.45% | 10.68% |
| Paco acciones seleccionadas por Paco más ChatGPT | 12.55% | 13.92% | 6.18% | 63.68% | 44.41% | 30.77% |
| Portfolio components: | ||||||
AXON Axon Enterprise, Inc. | 23.06% | 26.78% | 14.82% | 161.21% | 58.07% | 37.04% |
COST Costco Wholesale Corporation | 10.33% | 3.48% | 4.87% | 27.30% | 29.35% | 23.70% |
PANW Palo Alto Networks, Inc. | 2.63% | 10.95% | -2.57% | 19.93% | 36.33% | 21.20% |
Monthly Returns
The table below presents the monthly returns of Paco acciones seleccionadas por Paco más ChatGPT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 6.01% | -3.07% | -7.40% | 10.37% | 7.16% | 12.55% | |||||||
| 2024 | 5.49% | 6.54% | -2.47% | 0.49% | 1.06% | 8.19% | -1.81% | 14.08% | 1.44% | 3.36% | 24.23% | -6.81% | 63.74% |
| 2023 | 14.48% | 5.37% | 7.01% | -4.59% | 3.31% | 9.24% | -0.89% | 3.08% | -2.47% | 1.41% | 13.90% | 8.33% | 73.27% |
| 2022 | -9.67% | 6.09% | 4.61% | -11.94% | -10.85% | -2.28% | 10.75% | 4.34% | -7.28% | 12.38% | 12.11% | -13.72% | -10.42% |
| 2021 | 8.62% | -0.72% | -7.19% | 7.32% | -0.93% | 10.29% | 7.17% | 6.41% | -0.25% | 6.22% | 3.83% | 0.52% | 48.00% |
| 2020 | 3.43% | -9.36% | -5.95% | 9.63% | 9.13% | 7.41% | 1.16% | 3.47% | 0.74% | 0.21% | 22.92% | 5.41% | 55.10% |
| 2019 | 12.03% | 7.60% | 3.01% | 6.85% | -5.10% | 2.47% | 8.27% | -5.97% | -2.51% | 1.78% | 13.07% | -0.28% | 46.94% |
| 2018 | 4.50% | 12.83% | 5.90% | 5.83% | 20.48% | 0.92% | 2.86% | 7.72% | -0.52% | -10.38% | -11.14% | -1.88% | 38.35% |
| 2017 | 7.86% | 4.61% | -14.60% | 3.30% | 4.21% | 1.77% | -1.53% | -3.92% | 5.92% | 0.51% | 7.22% | 2.30% | 16.62% |
| 2016 | -10.85% | 7.32% | 5.82% | -6.74% | 3.12% | 4.31% | 9.93% | -2.68% | 6.77% | -9.27% | 2.22% | -3.38% | 3.97% |
| 2015 | 2.00% | 2.05% | 2.80% | 6.94% | 6.32% | 1.33% | -1.71% | -9.37% | 1.36% | 3.04% | -1.13% | -4.36% | 8.47% |
| 2014 | -0.34% | 14.81% | -4.22% | -5.13% | 0.40% | 4.03% | -3.50% | 12.04% | 5.57% | 12.09% | 12.48% | 8.49% | 69.56% |
Expense Ratio
Paco acciones seleccionadas por Paco más ChatGPT has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 94, Paco acciones seleccionadas por Paco más ChatGPT is among the top 6% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
AXON Axon Enterprise, Inc. | 2.89 | 3.65 | 1.56 | 5.12 | 13.38 |
COST Costco Wholesale Corporation | 1.25 | 1.70 | 1.23 | 1.54 | 4.43 |
PANW Palo Alto Networks, Inc. | 0.55 | 1.00 | 1.12 | 0.74 | 2.21 |
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Dividends
Dividend yield
Paco acciones seleccionadas por Paco más ChatGPT provided a 0.16% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.16% | 0.16% | 0.96% | 0.25% | 0.18% | 1.13% | 0.29% | 0.36% | 1.60% | 0.36% | 1.35% | 0.32% |
| Portfolio components: | ||||||||||||
AXON Axon Enterprise, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
COST Costco Wholesale Corporation | 0.47% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
PANW Palo Alto Networks, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Paco acciones seleccionadas por Paco más ChatGPT. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Paco acciones seleccionadas por Paco más ChatGPT was 32.33%, occurring on Mar 16, 2020. Recovery took 54 trading sessions.
The current Paco acciones seleccionadas por Paco más ChatGPT drawdown is 3.54%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.33% | Feb 20, 2020 | 18 | Mar 16, 2020 | 54 | Jun 2, 2020 | 72 |
| -32.25% | Jul 17, 2015 | 142 | Feb 8, 2016 | 469 | Dec 15, 2017 | 611 |
| -31.78% | Sep 12, 2018 | 72 | Dec 24, 2018 | 89 | May 3, 2019 | 161 |
| -30% | Nov 30, 2021 | 118 | May 18, 2022 | 125 | Nov 15, 2022 | 243 |
| -23.46% | Feb 19, 2025 | 34 | Apr 7, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 3 assets, with an effective number of assets of 3.00, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | COST | AXON | PANW | Portfolio | |
|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.56 | 0.44 | 0.49 | 0.61 |
| COST | 0.56 | 1.00 | 0.25 | 0.28 | 0.51 |
| AXON | 0.44 | 0.25 | 1.00 | 0.34 | 0.80 |
| PANW | 0.49 | 0.28 | 0.34 | 1.00 | 0.74 |
| Portfolio | 0.61 | 0.51 | 0.80 | 0.74 | 1.00 |