| NVDA | Stock | 9,500 | $210.96 | $2.00M | 43.7% | −$12k | -0.6% | +$902k | +81.9% | |||
| QQQ | ETF | 700 | $704.40 | $493k | 10.8% | −$49 | 0.0% | +$144k | +41.4% | |||
| PAMP | Stock | 40,000 | $3.351 | $134k | 2.9% | +$4k | +3.0% | +$51k | +61.2% | |||
| TGSU2 | Stock | 19,000 | $5.752 | $109k | 2.4% | +$6k | +6.1% | +$41k | +60.6% | |||
| YFCJD | Bond | 165,000 | $1.048 | $173k | 3.8% | +$248 | +0.1% | +$11k | +6.9% | |||
| AL30D | Bond | 930,000 | $0.551 | $512k | 11.2% | −$1k | -0.2% | +$5k | +1.1% | |||
| YPFD | Stock | 1,800 | $5.339 | $10k | 0.2% | +$357 | +3.9% | −$50k | -83.9% |
| NVDA | Stock | 9,500 | $210.96 | $2.00M | 43.7% | −$58k | -2.8% | +$902k | +81.9% | |||
| QQQ | ETF | 700 | $704.40 | $493k | 10.8% | −$10k | -1.9% | +$144k | +41.4% | |||
| PAMP | Stock | 40,000 | $3.351 | $134k | 2.9% | +$2k | +1.5% | +$51k | +61.2% | |||
| TGSU2 | Stock | 19,000 | $5.752 | $109k | 2.4% | +$8k | +7.5% | +$41k | +60.6% | |||
| YFCJD | Bond | 165,000 | $1.048 | $173k | 3.8% | +$825 | +0.5% | +$11k | +6.9% | |||
| AL30D | Bond | 930,000 | $0.551 | $512k | 11.2% | −$2k | -0.3% | +$5k | +1.1% | |||
| YPFD | Stock | 1,800 | $5.339 | $10k | 0.2% | +$132 | +1.4% | −$50k | -83.9% |
| NVDA | Stock | 9,500 | $210.96 | $2.00M | 43.7% | −$134k | -6.3% | +$902k | +81.9% | |||
| QQQ | ETF | 700 | $704.40 | $493k | 10.8% | −$28k | -5.4% | +$144k | +41.4% | |||
| PAMP | Stock | 40,000 | $3.351 | $134k | 2.9% | +$5k | +3.6% | +$51k | +61.2% | |||
| TGSU2 | Stock | 19,000 | $5.752 | $109k | 2.4% | +$4k | +4.1% | +$41k | +60.6% | |||
| YFCJD | Bond | 165,000 | $1.048 | $173k | 3.8% | −$6k | -3.5% | +$11k | +6.9% | |||
| AL30D | Bond | 930,000 | $0.551 | $512k | 11.2% | +$8k | +1.7% | +$5k | +1.1% | |||
| YPFD | Stock | 1,800 | $5.339 | $10k | 0.2% | −$104 | -1.1% | −$50k | -83.9% |
| NVDA | Stock | 9,500 | $210.96 | $2.00M | 43.7% | +$137k | +7.4% | +$902k | +81.9% | |||
| QQQ | ETF | 700 | $704.40 | $493k | 10.8% | +$16k | +3.3% | +$144k | +41.4% | |||
| PAMP | Stock | 40,000 | $3.351 | $134k | 2.9% | −$6k | -4.3% | +$51k | +61.2% | |||
| TGSU2 | Stock | 19,000 | $5.752 | $109k | 2.4% | −$9k | -7.4% | +$41k | +60.6% | |||
| YFCJD | Bond | 165,000 | $1.048 | $173k | 3.8% | −$7k | -3.8% | +$11k | +6.9% | |||
| AL30D | Bond | 930,000 | $0.551 | $512k | 11.2% | −$17k | -3.2% | +$5k | +1.1% | |||
| YPFD | Stock | 1,800 | $5.339 | $10k | 0.2% | +$262 | +2.8% | −$50k | -83.9% |
| NVDA | Stock | 9,500 | $210.96 | $2.00M | 43.7% | +$210k | +11.7% | +$902k | +81.9% | |||
| QQQ | ETF | 700 | $704.40 | $493k | 10.8% | +$64k | +14.9% | +$144k | +41.4% | |||
| PAMP | Stock | 40,000 | $3.351 | $134k | 2.9% | −$5k | -3.7% | +$51k | +61.2% | |||
| TGSU2 | Stock | 19,000 | $5.752 | $109k | 2.4% | −$6k | -5.5% | +$41k | +60.6% | |||
| YFCJD | Bond | 165,000 | $1.048 | $173k | 3.8% | +$414 | +0.2% | +$11k | +6.9% | |||
| AL30D | Bond | 930,000 | $0.551 | $512k | 11.2% | −$109k | -17.5% | +$5k | +1.1% | |||
| YPFD | Stock | 1,800 | $5.339 | $10k | 0.2% | +$3k | +47.9% | −$50k | -83.9% |
| NVDA | Stock | 9,500 | $210.96 | $2.00M | 43.7% | +$185k | +10.2% | +$902k | +81.9% | |||
| QQQ | ETF | 700 | $704.40 | $493k | 10.8% | +$53k | +12.1% | +$144k | +41.4% | |||
| PAMP | Stock | 40,000 | $3.351 | $134k | 2.9% | +$18k | +15.9% | +$51k | +61.2% | |||
| TGSU2 | Stock | 19,000 | $5.752 | $109k | 2.4% | +$425 | +0.4% | +$41k | +60.6% | |||
| YFCJD | Bond | 165,000 | $1.048 | $173k | 3.8% | +$485 | +0.3% | +$11k | +6.9% | |||
| AL30D | Bond | 930,000 | $0.551 | $512k | 11.2% | −$65k | -11.3% | +$5k | +1.1% | |||
| YPFD | Stock | 1,800 | $5.339 | $10k | 0.2% | +$4k | +71.5% | −$50k | -83.9% |
| NVDA | Stock | 9,500 | $210.96 | $2.00M | 43.7% | +$670k | +50.2% | +$902k | +81.9% | |||
| QQQ | ETF | 700 | $704.40 | $493k | 10.8% | +$148k | +43.1% | +$144k | +41.4% | |||
| PAMP | Stock | 40,000 | $3.351 | $134k | 2.9% | +$53k | +65.6% | +$51k | +61.2% | |||
| TGSU2 | Stock | 19,000 | $5.752 | $109k | 2.4% | +$49k | +80.6% | +$41k | +60.6% | |||
| YFCJD | Bond | 165,000 | $1.048 | $173k | 3.8% | +$485 | +0.3% | +$11k | +6.9% | |||
| AL30D | Bond | 930,000 | $0.551 | $512k | 11.2% | +$275k | +115.6% | +$5k | +1.1% | |||
| YPFD | Stock | 1,800 | $5.339 | $10k | 0.2% | +$6k | +189.9% | −$50k | -83.9% |
Realizar una posición puede dejar cerca de la mitad entre impuestos y comisiones. Liquidez sin vender suele costar menos de lo que la cartera rinde — los activos siguen trabajando para vos.
Este libro tiene $2,682,200 en activos con situs en EE.UU. Si el titular falleciera mañana, el IRS puede reclamar hasta el 40% de lo que supere $60,000 — en dólares, antes de que la familia pueda mover los activos. Se puede reestructurar; primero hay que medirlo.
Ruteando el libro por las plazas de menor costo y sacando la rotación que solo existe para generar comisión, el costo total baja de forma medible. La eficiencia impositiva y la planificación sucesoria vienen incluidas en el análisis — no son un "producto" aparte.
Demo book — every number on this page is hypothetical. Logos: Logo.dev