Largo plazo
For the long term :)
Asset Allocation
| Position | Category/Sector | Target 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 Every 3 months.
The earliest data available for this chart is Oct 31, 2014, corresponding to the inception date of ARKK
Returns By Period
As of May 9, 2025, the Largo plazo returned -12.63% Year-To-Date and 24.70% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -3.70% | 13.67% | -5.18% | 9.18% | 14.14% | 10.43% |
| Largo plazo | -12.63% | 21.16% | -0.81% | 32.56% | 27.32% | 24.70% |
| Portfolio components: | ||||||
VOO Vanguard S&P 500 ETF | -3.28% | 13.71% | -4.52% | 10.70% | 15.89% | 12.40% |
QQQ Invesco QQQ | -4.34% | 17.36% | -4.62% | 11.64% | 17.57% | 17.21% |
TSLA Tesla, Inc. | -29.47% | 28.38% | -4.07% | 63.02% | 39.28% | 33.49% |
ARKK ARK Innovation ETF | -9.34% | 27.06% | -2.32% | 15.85% | -1.83% | 10.53% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.81% | -11.53% | -9.15% | 3.98% | 1.68% | -12.63% | |||||||
| 2024 | -8.97% | 6.89% | -2.70% | -2.63% | 1.68% | 6.90% | 6.12% | -2.19% | 9.77% | -2.44% | 18.96% | 5.97% | 40.41% |
| 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. 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
The current rank of Largo plazo is 65, indicating average performance compared to other portfolios on our website. Here’s 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 | |
|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 0.56 | 0.92 | 1.13 | 0.58 | 2.25 |
QQQ Invesco QQQ | 0.47 | 0.81 | 1.11 | 0.51 | 1.67 |
TSLA Tesla, Inc. | 0.88 | 1.54 | 1.18 | 0.92 | 2.28 |
ARKK ARK Innovation ETF | 0.36 | 0.65 | 1.08 | 0.14 | 0.79 |
Dividends
Dividend yield
Largo plazo provided a 0.52% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.52% | 0.48% | 0.55% | 0.67% | 0.56% | 0.73% | 0.75% | 1.21% | 0.87% | 0.82% | 1.13% | 0.87% |
| Portfolio components: | ||||||||||||
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
QQQ Invesco QQQ | 0.61% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
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% | 0.00% | 0.83% | 1.31% | 0.38% | 3.14% | 1.32% | 0.00% | 2.27% | 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. Recovery took 464 trading sessions.
The current Largo plazo drawdown is 21.09%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.73% | Nov 5, 2021 | 291 | Jan 3, 2023 | 464 | Nov 6, 2024 | 755 |
| -45.52% | Feb 20, 2020 | 20 | Mar 18, 2020 | 58 | Jun 10, 2020 | 78 |
| -34.87% | Dec 18, 2024 | 75 | Apr 8, 2025 | — | — | — |
| -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 |
Volatility
Volatility Chart
The current Largo plazo volatility is 17.83%, 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
Diversification Metrics
Number of Effective Assets
The portfolio contains 4 assets, with an effective number of assets of 3.69, 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 | TSLA | ARKK | VOO | QQQ | Portfolio | |
|---|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.47 | 0.67 | 1.00 | 0.91 | 0.73 |
| TSLA | 0.47 | 1.00 | 0.59 | 0.47 | 0.54 | 0.91 |
| ARKK | 0.67 | 0.59 | 1.00 | 0.67 | 0.73 | 0.79 |
| VOO | 1.00 | 0.47 | 0.67 | 1.00 | 0.91 | 0.72 |
| QQQ | 0.91 | 0.54 | 0.73 | 0.91 | 1.00 | 0.79 |
| Portfolio | 0.73 | 0.91 | 0.79 | 0.72 | 0.79 | 1.00 |