Paco acciones seleccionadas Reddit nov 2024

Asset Allocation

Position	Category/Sector	Target Weight
AAON AAON, Inc.	Industrials	7.69%
AIT Applied Industrial Technologies, Inc.	Industrials	7.69%
AXON Axon Enterprise, Inc.	Industrials	7.69%
CARR Carrier Global Corporation	Industrials	7.69%
COST Costco Wholesale Corporation	Consumer Defensive	7.69%
CTAS Cintas Corporation	Industrials	7.69%
EME EMCOR Group, Inc.	Industrials	7.69%
FICO Fair Isaac Corporation	Technology	7.69%
IRM Iron Mountain Incorporated	Real Estate	7.69%
MELI MercadoLibre, Inc.	Consumer Cyclical	7.69%
PANW Palo Alto Networks, Inc.	Technology	7.69%
SFM Sprouts Farmers Market, Inc.	Consumer Defensive	7.69%
TPL Texas Pacific Land Corporation	Energy	7.69%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Paco acciones seleccionadas Reddit nov 2024, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

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The earliest data available for this chart is Apr 3, 2020, corresponding to the inception date of CARR

Returns By Period

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.11%	-3.43%	-3.84%	-1.98%	16.08%	16.86%	10.37%	12.29%
Portfolio Paco acciones seleccionadas Reddit nov 2024	0.29%	-8.02%	3.44%	-8.88%	-1.99%	28.34%	25.23%	—
Portfolio components:
AAON AAON, Inc.	-2.74%	-14.55%	6.84%	-17.08%	-1.19%	8.43%	12.07%	16.94%
AIT Applied Industrial Technologies, Inc.	-0.83%	-3.81%	4.22%	3.45%	13.87%	24.37%	24.65%	21.65%
AXON Axon Enterprise, Inc.	-2.54%	-28.71%	-27.31%	-42.71%	-26.08%	21.99%	23.61%	36.33%
CARR Carrier Global Corporation	-2.09%	-8.93%	5.88%	-4.64%	-12.85%	8.45%	7.34%	—
COST Costco Wholesale Corporation	1.85%	0.71%	17.86%	11.02%	5.74%	28.60%	24.74%	22.54%
CTAS Cintas Corporation	1.34%	-13.50%	-7.09%	-13.68%	-15.73%	15.81%	15.96%	24.15%
EME EMCOR Group, Inc.	-0.43%	2.72%	23.69%	14.65%	96.87%	66.73%	46.59%	32.35%
FICO Fair Isaac Corporation	2.61%	-24.74%	-35.54%	-38.94%	-42.34%	16.46%	16.82%	26.39%
IRM Iron Mountain Incorporated	2.33%	-3.38%	25.55%	1.87%	21.36%	29.25%	27.64%	18.55%
MELI MercadoLibre, Inc.	-0.20%	0.09%	-14.83%	-23.64%	-11.30%	9.30%	2.58%	30.69%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Apr 6, 2020, Paco acciones seleccionadas Reddit nov 2024's average daily return is +0.14%, while the average monthly return is +2.89%. At this rate, your investment would double in approximately 2.0 years.

Historically, 68% of months were positive and 32% were negative. The best month was Nov 2020 with a return of +20.6%, while the worst month was Dec 2024 at -14.5%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, Paco acciones seleccionadas Reddit nov 2024 closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +10.0%, while the worst single day was Jun 11, 2020 at -6.4%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	4.51%	7.52%	-8.01%	0.06%									3.44%
2025	5.81%	-3.20%	-5.10%	8.17%	4.92%	0.79%	-3.08%	-1.11%	-0.53%	-0.68%	-6.41%	-3.54%	-4.96%
2024	1.64%	10.61%	2.98%	-0.71%	4.83%	6.38%	6.81%	8.20%	5.62%	5.24%	17.21%	-14.53%	64.97%
2023	8.53%	2.60%	4.37%	-2.39%	-1.66%	8.18%	6.38%	4.53%	-3.53%	-1.24%	11.03%	7.09%	52.03%
2022	-9.20%	1.28%	5.41%	-9.34%	-1.84%	-5.17%	12.42%	1.80%	-6.22%	15.21%	12.76%	-7.54%	5.46%
2021	3.94%	4.12%	7.87%	3.68%	0.29%	3.55%	2.73%	3.23%	-5.41%	3.89%	0.21%	6.65%	39.99%

Benchmark Metrics

Paco acciones seleccionadas Reddit nov 2024 has an annualized alpha of 17.47%, beta of 1.04, and R² of 0.70 versus S&P 500 Index. Calculated based on daily prices since April 06, 2020.

This portfolio captured 139.79% of S&P 500 Index gains but only 63.88% of its losses — a favorable profile for investors.
This portfolio generated an annualized alpha of 17.47% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
With beta of 1.04 and R² of 0.70, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha: 17.47%

Beta: 1.04

R²: 0.70

Upside Capture: 139.79%

Downside Capture: 63.88%

Expense Ratio

Paco acciones seleccionadas Reddit nov 2024 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.

The portfolio doesn't include any funds that charge management fees.

Return for Risk

Risk / Return Rank

Paco acciones seleccionadas Reddit nov 2024 ranks 4 for risk / return — in the bottom 4% of portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

	Portfolio	Benchmark	Difference
Sharpe ratio Return per unit of total volatility	-0.09	0.88	-0.97
Sortino ratio Return per unit of downside risk	0.03	1.37	-1.34
Omega ratio Gain probability vs. loss probability	1.00	1.21	-0.20
Calmar ratio Return relative to maximum drawdown	0.00	1.39	-1.39
Martin ratio Return relative to average drawdown	0.00	6.43	-6.43
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
AAON AAON, Inc.	39	-0.02	0.36	1.04	0.10	0.18
AIT Applied Industrial Technologies, Inc.	56	0.42	0.83	1.11	1.34	2.84
AXON Axon Enterprise, Inc.	21	-0.49	-0.45	0.94	-0.44	-0.89
CARR Carrier Global Corporation	26	-0.37	-0.31	0.96	-0.29	-0.48
COST Costco Wholesale Corporation	45	0.29	0.56	1.07	0.36	0.72
CTAS Cintas Corporation	14	-0.74	-0.92	0.88	-0.58	-1.24
EME EMCOR Group, Inc.	90	2.42	2.74	1.41	4.05	10.46
FICO Fair Isaac Corporation	10	-0.81	-1.03	0.86	-0.76	-1.45
IRM Iron Mountain Incorporated	59	0.66	1.09	1.14	0.92	2.20
MELI MercadoLibre, Inc.	28	-0.29	-0.16	0.98	-0.27	-0.59

Sharpe Ratio

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Paco acciones seleccionadas Reddit nov 2024 Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

1-Year: -0.09
5-Year: 1.20
All Time: 1.75

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 0.98 to 1.66, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of Paco acciones seleccionadas Reddit nov 2024 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Dividends

Dividend yield

Paco acciones seleccionadas Reddit nov 2024 provided a 0.66% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	0.66%	0.71%	0.58%	0.85%	0.89%	0.77%	1.41%	0.97%	1.07%	1.16%	0.93%	1.33%
Portfolio components:
AAON AAON, Inc.	0.49%	0.52%	0.27%	0.43%	0.57%	0.48%	0.57%	0.65%	0.91%	0.71%	0.73%	0.95%
AIT Applied Industrial Technologies, Inc.	0.71%	0.72%	0.62%	0.81%	1.08%	1.29%	1.64%	1.86%	2.22%	1.70%	1.89%	2.67%
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%
CARR Carrier Global Corporation	2.05%	1.70%	1.16%	1.30%	1.54%	0.94%	0.74%	0.00%	0.00%	0.00%	0.00%	0.00%
COST Costco Wholesale Corporation	0.51%	0.59%	0.49%	2.87%	0.76%	0.54%	3.38%	0.86%	1.08%	4.81%	1.09%	4.06%
CTAS Cintas Corporation	1.00%	0.89%	0.80%	0.83%	0.93%	0.77%	0.99%	0.95%	1.22%	1.04%	1.15%	1.15%
EME EMCOR Group, Inc.	0.15%	0.16%	0.20%	0.32%	0.36%	0.41%	0.35%	0.37%	0.54%	0.39%	0.45%	0.67%
FICO Fair Isaac Corporation	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.01%	0.07%	0.08%
IRM Iron Mountain Incorporated	3.19%	3.88%	2.60%	3.63%	4.96%	4.73%	8.39%	7.69%	7.32%	5.93%	6.17%	7.07%
MELI MercadoLibre, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.19%	0.38%	0.36%

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 Reddit nov 2024. 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 Reddit nov 2024 was 24.01%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current Paco acciones seleccionadas Reddit nov 2024 drawdown is 16.39%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-24.01%	Nov 27, 2024	89	Apr 8, 2025	—	—	—
-22.3%	Dec 30, 2021	118	Jun 17, 2022	92	Oct 28, 2022	210
-10.92%	Dec 5, 2022	22	Jan 5, 2023	17	Jan 31, 2023	39
-9.43%	Sep 3, 2020	14	Sep 23, 2020	13	Oct 12, 2020	27
-8.4%	Jun 9, 2020	3	Jun 11, 2020	27	Jul 21, 2020	30

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 13 assets, with an effective number of assets of 13.00, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	Benchmark	SFM	TPL	COST	PANW	MELI	AXON	IRM	FICO	AAON	EME	CARR	CTAS	AIT	Portfolio
Benchmark	1.00	0.23	0.36	0.52	0.53	0.53	0.48	0.50	0.54	0.50	0.58	0.60	0.65	0.59	0.79
SFM	0.23	1.00	0.13	0.33	0.17	0.13	0.17	0.23	0.24	0.17	0.23	0.17	0.22	0.22	0.38
TPL	0.36	0.13	1.00	0.12	0.13	0.17	0.23	0.29	0.19	0.27	0.38	0.27	0.26	0.41	0.51
COST	0.52	0.33	0.12	1.00	0.34	0.31	0.27	0.32	0.35	0.26	0.25	0.31	0.48	0.27	0.48
PANW	0.53	0.17	0.13	0.34	1.00	0.46	0.41	0.22	0.44	0.25	0.26	0.29	0.37	0.23	0.55
MELI	0.53	0.13	0.17	0.31	0.46	1.00	0.44	0.23	0.42	0.27	0.27	0.32	0.32	0.26	0.58
AXON	0.48	0.17	0.23	0.27	0.41	0.44	1.00	0.29	0.39	0.34	0.35	0.34	0.32	0.32	0.63
IRM	0.50	0.23	0.29	0.32	0.22	0.23	0.29	1.00	0.33	0.40	0.43	0.43	0.43	0.43	0.59
FICO	0.54	0.24	0.19	0.35	0.44	0.42	0.39	0.33	1.00	0.32	0.31	0.36	0.44	0.32	0.61
AAON	0.50	0.17	0.27	0.26	0.25	0.27	0.34	0.40	0.32	1.00	0.54	0.56	0.39	0.56	0.65
EME	0.58	0.23	0.38	0.25	0.26	0.27	0.35	0.43	0.31	0.54	1.00	0.53	0.44	0.63	0.68
CARR	0.60	0.17	0.27	0.31	0.29	0.32	0.34	0.43	0.36	0.56	0.53	1.00	0.49	0.56	0.67
CTAS	0.65	0.22	0.26	0.48	0.37	0.32	0.32	0.43	0.44	0.39	0.44	0.49	1.00	0.50	0.63
AIT	0.59	0.22	0.41	0.27	0.23	0.26	0.32	0.43	0.32	0.56	0.63	0.56	0.50	1.00	0.69
Portfolio	0.79	0.38	0.51	0.48	0.55	0.58	0.63	0.59	0.61	0.65	0.68	0.67	0.63	0.69	1.00

The correlation results are calculated based on daily price changes starting from Apr 6, 2020

Paco acciones seleccionadas Reddit nov 2024

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Benchmark Metrics

Expense Ratio

Return for Risk

Risk / Return Rank

Return / Risk — by metrics

Sharpe ratio

Sortino ratio

Omega ratio

Calmar ratio

Martin ratio

Sharpe Ratio

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table