Paco acciones seleccionadas Reddit nov 2024

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

Paco acciones seleccionadas Reddit nov 2024

Currency in USD · Last updated May 23, 2025

Acciones seleccionadas y filtradas hilo 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

S&P 500

Rebalance

Performance

Performance Chart

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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

	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 Reddit nov 2024	9.19%	9.35%	-6.55%	47.77%	42.47%	N/A
Portfolio components:
AAON AAON, Inc.	-15.69%	20.77%	-27.76%	30.45%	24.21%	20.70%
AIT Applied Industrial Technologies, Inc.	-6.61%	-2.42%	-19.29%	14.73%	33.69%	19.91%
AXON Axon Enterprise, Inc.	23.06%	26.78%	14.82%	161.21%	58.07%	37.04%
CARR Carrier Global Corporation	3.98%	21.13%	-7.82%	10.30%	30.09%	N/A
COST Costco Wholesale Corporation	10.33%	3.48%	4.87%	27.30%	29.35%	23.70%
CTAS Cintas Corporation	22.12%	7.22%	0.61%	28.71%	31.17%	27.69%
EME EMCOR Group, Inc.	2.19%	20.62%	-8.13%	19.05%	50.07%	26.82%
FICO Fair Isaac Corporation	-14.90%	-12.03%	-28.06%	25.21%	34.19%	34.63%
IRM Iron Mountain Incorporated	-7.63%	14.22%	-17.96%	24.93%	38.81%	16.91%
MELI MercadoLibre, Inc.	47.48%	17.19%	25.08%	46.88%	24.41%	33.04%
PANW Palo Alto Networks, Inc.	2.63%	10.95%	-2.57%	19.93%	36.33%	21.20%
SFM Sprouts Farmers Market, Inc.	28.61%	-0.75%	11.08%	102.54%	46.41%	18.58%
TPL Texas Pacific Land Corporation	15.18%	-4.38%	-26.29%	113.18%	48.20%	40.17%

*Annualized

Monthly Returns

The table below presents the monthly returns of Paco acciones seleccionadas Reddit nov 2024, 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	5.81%	-3.20%	-5.10%	8.14%	3.88%								9.19%
2024	1.64%	10.64%	3.06%	-0.71%	4.80%	6.36%	6.81%	8.20%	5.62%	5.22%	17.21%	-14.55%	65.02%
2023	8.53%	2.60%	4.37%	-2.39%	-1.70%	8.15%	6.38%	4.53%	-3.53%	-1.27%	11.03%	7.06%	51.85%
2022	-9.20%	1.28%	5.41%	-9.36%	-1.84%	-5.20%	12.42%	1.80%	-6.22%	15.17%	12.76%	-7.57%	5.33%
2021	3.94%	4.12%	7.87%	3.66%	0.29%	3.52%	2.73%	3.23%	-5.41%	3.87%	0.21%	6.63%	39.88%
2020				17.84%	13.28%	6.46%	5.59%	2.18%	-3.47%	0.41%	20.60%	5.20%	88.54%

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.

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 91, Paco acciones seleccionadas Reddit nov 2024 is among the top 9% 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.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

Portfolio components

	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
AAON AAON, Inc.	0.59	1.06	1.17	0.62	1.42
AIT Applied Industrial Technologies, Inc.	0.41	0.76	1.09	0.44	1.06
AXON Axon Enterprise, Inc.	2.89	3.65	1.56	5.12	13.38
CARR Carrier Global Corporation	0.31	0.56	1.07	0.22	0.51
COST Costco Wholesale Corporation	1.25	1.70	1.23	1.54	4.43
CTAS Cintas Corporation	1.15	1.52	1.24	1.43	3.62
EME EMCOR Group, Inc.	0.45	0.84	1.13	0.54	1.33
FICO Fair Isaac Corporation	0.68	1.00	1.15	0.78	1.69
IRM Iron Mountain Incorporated	0.76	0.94	1.13	0.50	1.12
MELI MercadoLibre, Inc.	1.18	1.55	1.21	1.87	4.78
PANW Palo Alto Networks, Inc.	0.55	1.00	1.12	0.74	2.21
SFM Sprouts Farmers Market, Inc.	2.71	3.22	1.49	4.33	12.47
TPL Texas Pacific Land Corporation	2.03	2.50	1.36	2.93	6.37

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 May 23, 2025 (values are recalculated daily):

1-Year: 1.87
5-Year: 1.95
All Time: 2.16

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 0.47 to 0.99, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

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. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.

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Dividends

Dividend yield

Paco acciones seleccionadas Reddit nov 2024 provided a 0.60% dividend yield over the last twelve months.

	TTM	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Portfolio	0.60%	0.65%	0.85%	0.89%	0.77%	1.50%	1.01%	1.08%	1.16%	0.93%	1.33%	1.06%
Portfolio components:
AAON AAON, Inc.	0.34%	0.27%	0.43%	0.57%	0.48%	0.57%	0.65%	0.91%	0.71%	0.73%	0.95%	0.79%
AIT Applied Industrial Technologies, Inc.	0.75%	0.62%	0.81%	1.08%	1.29%	1.64%	1.86%	2.22%	1.70%	1.89%	2.67%	2.19%
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	1.17%	1.16%	1.30%	1.54%	0.94%	0.74%	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%
CTAS Cintas Corporation	0.70%	0.80%	0.83%	0.93%	0.77%	0.79%	0.95%	1.22%	1.04%	1.15%	1.15%	2.17%
EME EMCOR Group, Inc.	0.22%	0.20%	0.32%	0.36%	0.41%	0.35%	0.37%	0.54%	0.39%	0.45%	0.67%	0.72%
FICO Fair Isaac Corporation	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.01%	0.07%	0.08%	0.11%
IRM Iron Mountain Incorporated	2.98%	3.34%	3.63%	4.97%	4.73%	8.40%	7.69%	7.33%	5.93%	6.17%	7.07%	6.05%
MELI MercadoLibre, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.19%	0.38%	0.36%	0.52%
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%
SFM Sprouts Farmers Market, 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%
TPL Texas Pacific Land Corporation	1.22%	1.58%	0.83%	1.37%	0.88%	3.58%	0.77%	0.75%	0.30%	0.10%	0.22%	0.23%

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 24.03%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current Paco acciones seleccionadas Reddit nov 2024 drawdown is 6.90%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-24.03%	Nov 27, 2024	89	Apr 8, 2025	—	—	—
-22.32%	Dec 30, 2021	118	Jun 17, 2022	92	Oct 28, 2022	210
-10.95%	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
-8.39%	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.

	^GSPC	SFM	TPL	PANW	MELI	COST	AXON	IRM	AAON	FICO	CARR	AIT	EME	CTAS	Portfolio
^GSPC	1.00	0.27	0.38	0.55	0.55	0.59	0.50	0.52	0.52	0.59	0.63	0.60	0.58	0.70	0.82
SFM	0.27	1.00	0.15	0.18	0.15	0.33	0.19	0.25	0.24	0.25	0.20	0.26	0.29	0.23	0.41
TPL	0.38	0.15	1.00	0.15	0.20	0.14	0.25	0.29	0.26	0.22	0.28	0.42	0.40	0.28	0.51
PANW	0.55	0.18	0.15	1.00	0.49	0.38	0.43	0.21	0.29	0.48	0.31	0.26	0.28	0.40	0.58
MELI	0.55	0.15	0.20	0.49	1.00	0.35	0.46	0.24	0.30	0.45	0.34	0.28	0.28	0.35	0.61
COST	0.59	0.33	0.14	0.38	0.35	1.00	0.31	0.35	0.32	0.41	0.34	0.31	0.30	0.52	0.53
AXON	0.50	0.19	0.25	0.43	0.46	0.31	1.00	0.30	0.37	0.44	0.36	0.33	0.36	0.34	0.64
IRM	0.52	0.25	0.29	0.21	0.24	0.35	0.30	1.00	0.41	0.35	0.45	0.45	0.44	0.46	0.58
AAON	0.52	0.24	0.26	0.29	0.30	0.32	0.37	0.41	1.00	0.38	0.56	0.56	0.57	0.43	0.66
FICO	0.59	0.25	0.22	0.48	0.45	0.41	0.44	0.35	0.38	1.00	0.40	0.37	0.38	0.49	0.66
CARR	0.63	0.20	0.28	0.31	0.34	0.34	0.36	0.45	0.56	0.40	1.00	0.56	0.56	0.51	0.68
AIT	0.60	0.26	0.42	0.26	0.28	0.31	0.33	0.45	0.56	0.37	0.56	1.00	0.67	0.51	0.70
EME	0.58	0.29	0.40	0.28	0.28	0.30	0.36	0.44	0.57	0.38	0.56	0.67	1.00	0.49	0.70
CTAS	0.70	0.23	0.28	0.40	0.35	0.52	0.34	0.46	0.43	0.49	0.51	0.51	0.49	1.00	0.66
Portfolio	0.82	0.41	0.51	0.58	0.61	0.53	0.64	0.58	0.66	0.66	0.68	0.70	0.70	0.66	1.00

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

Performance Analysis

Risk Analysis

Optimization

Factor Model

Paco acciones seleccionadas Reddit nov 2024

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Expense Ratio

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

Risk-Adjusted Performance Indicators

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table

Performance Analysis

Risk Analysis

Optimization

Factor Model

Portfolios

Screeners

Community