Largo plazo
For the long term :)
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
ARKK ARK Innovation ETF | Actively Managed, Innovation, Technology Equities | 13.33% |
QQQ Invesco QQQ | Large Cap Blend Equities | 26.67% |
TSLA Tesla, Inc. | Consumer Cyclical | 33.33% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 26.67% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Largo plazo, 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 Quarterly
The earliest data available for this chart is Oct 31, 2014, corresponding to the inception date of ARKK
Returns By Period
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 17.76% | 2.89% | 10.80% | 27.49% | 14.28% | 10.89% |
| Largo plazo | 3.94% | 0.35% | 7.23% | 15.14% | 38.25% | N/A |
| Portfolio components: | ||||||
VOO Vanguard S&P 500 ETF | 18.79% | 3.01% | 11.37% | 28.55% | 15.84% | 12.93% |
QQQ Invesco QQQ | 16.41% | 2.67% | 8.94% | 30.50% | 21.29% | 17.91% |
TSLA Tesla, Inc. | -14.19% | -3.00% | 6.75% | -10.72% | 70.90% | 28.14% |
ARKK ARK Innovation ETF | -12.68% | -0.11% | -11.27% | 12.25% | 1.43% | N/A |
Monthly Returns
The table below presents the monthly returns of Largo plazo, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -8.97% | 6.89% | -2.70% | -2.63% | 1.68% | 6.90% | 6.12% | 3.94% | |||||
| 2023 | 21.85% | 6.50% | 3.18% | -8.04% | 11.16% | 13.95% | 4.52% | -3.89% | -4.76% | -9.31% | 15.64% | 5.91% | 65.74% |
| 2022 | -10.19% | -5.15% | 9.27% | -16.18% | -5.24% | -9.55% | 18.33% | -5.93% | -7.64% | -1.33% | -1.32% | -15.86% | -43.67% |
| 2021 | 5.34% | -5.39% | 0.39% | 5.14% | -5.16% | 7.26% | 0.68% | 4.52% | -2.02% | 19.81% | -0.18% | -2.86% | 28.18% |
| 2020 | 19.84% | -1.79% | -16.33% | 27.64% | 7.14% | 14.91% | 16.33% | 35.76% | -9.43% | -4.88% | 24.10% | 12.92% | 195.09% |
| 2019 | 4.08% | 4.18% | -2.02% | -2.21% | -12.58% | 12.14% | 3.83% | -4.36% | 2.66% | 12.34% | 5.45% | 11.79% | 37.54% |
| 2018 | 9.91% | -2.50% | -9.93% | 3.75% | 2.40% | 8.04% | -2.71% | 4.49% | -4.69% | 2.56% | 2.41% | -7.87% | 3.85% |
| 2017 | 9.17% | 2.44% | 5.00% | 5.97% | 6.09% | 2.07% | -1.58% | 5.80% | -0.80% | 1.39% | -0.17% | 0.88% | 42.12% |
| 2016 | -12.40% | -0.12% | 11.48% | 0.68% | -0.54% | -2.26% | 7.32% | -3.00% | 0.48% | -3.26% | -0.17% | 4.98% | 1.23% |
| 2015 | -4.10% | 4.29% | -3.73% | 7.44% | 5.33% | 1.36% | 1.61% | -6.47% | -2.21% | 0.58% | 4.30% | 0.18% | 7.88% |
| 2014 | 2.47% | -3.92% | -1.54% |
Expense Ratio
Largo plazo has an expense ratio of 0.16%, which is considered low compared to other funds. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Largo plazo is 5, indicating that it is in the bottom 5% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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 | |
|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 2.43 | 3.29 | 1.44 | 2.60 | 11.51 |
QQQ Invesco QQQ | 1.88 | 2.52 | 1.33 | 2.35 | 9.03 |
TSLA Tesla, Inc. | -0.13 | 0.20 | 1.02 | -0.11 | -0.28 |
ARKK ARK Innovation ETF | 0.39 | 0.79 | 1.09 | 0.18 | 1.00 |
Dividends
Dividend yield
Largo plazo granted a 0.50% dividend yield in the last twelve months.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Largo plazo | 0.50% | 0.55% | 0.67% | 0.56% | 0.73% | 0.75% | 1.21% | 0.87% | 0.82% | 1.13% | 0.87% | 0.76% |
| Portfolio components: | ||||||||||||
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
QQQ Invesco QQQ | 0.61% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.01% |
TSLA Tesla, 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% |
ARKK ARK Innovation ETF | 0.00% | 0.00% | 0.00% | 0.83% | 1.31% | 0.38% | 3.14% | 1.32% | 0.00% | 2.27% | 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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Largo plazo. 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 Largo plazo was 50.73%, occurring on Jan 3, 2023. The portfolio has not yet recovered.
The current Largo plazo drawdown is 10.92%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.73% | Nov 5, 2021 | 291 | Jan 3, 2023 | — | — | — |
| -45.52% | Feb 20, 2020 | 20 | Mar 18, 2020 | 58 | Jun 10, 2020 | 78 |
| -28.22% | Jul 21, 2015 | 142 | Feb 10, 2016 | 234 | Jan 13, 2017 | 376 |
| -21.83% | Aug 8, 2018 | 205 | Jun 3, 2019 | 102 | Oct 25, 2019 | 307 |
| -20.94% | Sep 1, 2020 | 5 | Sep 8, 2020 | 54 | Nov 23, 2020 | 59 |
Volatility
Volatility Chart
The current Largo plazo volatility is 11.55%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Diversification
Asset Correlations Table
| TSLA | ARKK | VOO | QQQ | |
|---|---|---|---|---|
| TSLA | 1.00 | 0.58 | 0.46 | 0.53 |
| ARKK | 0.58 | 1.00 | 0.66 | 0.73 |
| VOO | 0.46 | 0.66 | 1.00 | 0.90 |
| QQQ | 0.53 | 0.73 | 0.90 | 1.00 |