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Sector: Todos
Ticker: Todos
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Ticker
Nombre
Sector
Retorno (%)
Alpha (%)
CAPM (%)
Spot
Vol. 25D (%)
RiskTone (%)
Mkt 3M (%)
FT 3M (%)
Beta
Sharpe
Treynor
P/E
Ratio Div. (%)
AAPL
Apple
Technology
16.0%
0.0%
17.0%
262.48
24.27%
-0.61%
0.49%
0.86%
1.19
0.48
0.11
35.23
0.4%
ABBV
AbbVie
Healthcare
20.0%
12.0%
8.0%
230.07
27.02%
-3.35%
-2.29%
0.13%
0.4
0.73
0.42
174.29
3.09%
ABT
Abbott Laboratories
Healthcare
4.0%
-5.0%
9.0%
126.92
22.42%
-1.11%
-0.38%
0.33%
0.54
0.05
0.02
15.94
1.97%
ADA-USD
Cardano USD
CRYPTOS
6.0%
-13.0%
19.0%
0.41
-
-
0.88%
0.88%
1.36
0.03
0.02
-
-
AEP
American Electric Power
Utilities
11.0%
4.0%
7.0%
114.29
20.32%
-0.96%
-0.47%
0.05%
0.33
0.41
0.24
16.73
3.3%
AMD
Advanced Micro Devices
Technology
19.0%
-5.0%
24.0%
210.08
51.76%
3.05%
3.92%
0.96%
1.82
0.31
0.09
109.98
-
AMGN
Amgen
Healthcare
10.0%
2.0%
8.0%
340.31
25.62%
-2.18%
-1.36%
0.2%
0.43
0.28
0.16
26.31
2.93%
AMT
American Tower (REI
Real Estate
-2.0%
-13.0%
11.0%
172.19
25.1%
0.57%
1.57%
-0.37%
0.65
-0.2
-0.09
27.43
3.87%
AMZN
Amazon.com
Consumer Cyclical
10.0%
-10.0%
19.0%
244.53
32.37%
0.48%
1.35%
0.96%
1.4
0.19
0.04
34.53
-
ANET
Arista Networks
Technology
46.0%
25.0%
22.0%
129.87
50.19%
-1.26%
-0.45%
0.96%
1.62
0.93
0.26
49.51
-
AVGO
Broadcom
Technology
54.0%
32.0%
22.0%
346.87
47.7%
1.81%
2.75%
0.73%
1.67
1.21
0.3
72.59
0.76%
AXP
American Express
Financial Services
27.0%
10.0%
17.0%
381.89
28.15%
-0.88%
0.27%
0.68%
1.25
0.81
0.19
25.63
0.86%
BA
Boeing (The)
Industrials
2.0%
-15.0%
18.0%
230.52
-
-
0.96%
0.96%
1.26
-0.02
-0.01
-
-
BAC
Bank of America
Financial Services
14.0%
-2.0%
16.0%
56.16
25.22%
-3.58%
-2.35%
0.31%
1.14
0.37
0.09
15.34
1.96%
BKNG
Booking Holdings Common St
Consumer Cyclical
21.0%
4.0%
17.0%
5469.62
28.24%
-2.81%
-1.51%
0.73%
1.2
0.59
0.15
35.64
0.72%
BLK
BlackRock
Financial Services
11.0%
-8.0%
19.0%
1086.19
26.25%
-0.75%
0.13%
0.31%
1.35
0.27
0.06
27.95
1.87%
BNB-USD
BNB USD
CRYPTOS
86.0%
69.0%
17.0%
899.05
-
-
0.88%
0.88%
1.25
0.79
0.66
-
-
BRK-A
Berkshire Hathaway
Financial Services
16.0%
6.0%
11.0%
741494.12
-
-
0.88%
0.88%
0.65
0.73
0.2
15.81
-
BRK-B
Berkshire Hathaway New
Financial Services
16.0%
5.0%
11.0%
494.43
16.76%
1.71%
2.54%
0.96%
0.67
0.74
0.19
15.8
-
BSX
Boston Scientific
Healthcare
22.0%
10.0%
13.0%
98.83
27.24%
1.43%
1.74%
0.69%
0.83
0.91
0.23
52.86
-
BTC-USD
Bitcoin USD
CRYPTOS
20.0%
6.0%
14.0%
91436.78
44.19%
-2.31%
-2.21%
0.77%
0.92
0.29
0.18
-
-
BX
Blackstone
Financial Services
24.0%
2.0%
21.0%
152.51
32.33%
4.43%
5.88%
0.08%
1.6
0.53
0.13
43.81
2.88%
C
Citigroup
Financial Services
18.0%
2.0%
16.0%
121.47
30.53%
-2.19%
-1.03%
0.32%
1.15
0.48
0.13
17.04
1.96%
CAT
Caterpillar
Industrials
28.0%
13.0%
15.0%
605.45
36.03%
0.41%
1.33%
0.5%
1.05
0.82
0.24
31.14
0.97%
CEG
Constellation Energy Corporatio
Utilities
69.0%
51.0%
17.0%
341.86
47.76%
1.8%
2.32%
0.6%
1.23
1.36
0.53
39.28
0.44%
CL
Colgate-Palmolive
Consumer Defensive
1.0%
-5.0%
7.0%
77.75
21.48%
-1.19%
-0.66%
0.17%
0.29
-0.12
-0.07
21.78
2.69%
COP
ConocoPhillips
Energy
20.0%
9.0%
11.0%
94.81
28.84%
-1.44%
-0.61%
0.05%
0.69
0.48
0.25
13.39
3.46%
COST
Costco Wholesale
Consumer Defensive
21.0%
8.0%
13.0%
889.28
23.21%
1.92%
2.38%
0.81%
0.84
0.77
0.21
47.68
0.58%
CRM
Salesforce
Technology
5.0%
-15.0%
20.0%
267.02
33.93%
0.82%
1.73%
0.75%
1.45
0.04
0.01
35.67
0.63%
CSCO
Cisco Systems
Technology
14.0%
1.0%
13.0%
74.78
25.14%
-2.07%
-1.32%
0.22%
0.82
0.46
0.13
28.87
2.18%
CVX
Chevron
Energy
16.0%
6.0%
10.0%
155.34
23.4%
-1.36%
-0.83%
-0.17%
0.56
0.46
0.22
21.86
4.37%
DASH
DoorDash
Consumer Cyclical
5.0%
-19.0%
23.0%
233.05
48.56%
-3.92%
-2.13%
0.69%
1.76
0.02
0.01
118.27
-
DE
Deere &
Industrials
12.0%
-2.0%
14.0%
478.42
27.7%
0.22%
1.22%
0.36%
0.93
0.28
0.09
25.83
1.33%
DHR
Danaher
Healthcare
3.0%
-11.0%
14.0%
234.25
25.72%
0.6%
1.57%
0.78%
0.95
-0.03
-0.01
48.31
0.54%
DIA
SPDR Dow Jones Industrial Avera
ETFS
12.0%
-1.0%
13.0%
492.99
13.46%
-1.54%
-0.39%
0.43%
0.83
0.58
0.1
23.9
1.43%
DIS
Walt Disney (The)
Communication Services
-8.0%
-23.0%
15.0%
113.74
26.82%
0.53%
1.52%
0.54%
1.03
-0.38
-0.11
16.61
1.31%
DLR
Digital Realty Trust
Real Estate
6.0%
-7.0%
14.0%
156.89
34.84%
0.1%
0.49%
-0.1%
0.91
0.11
0.03
40.67
3.11%
DUK
Duke Energy (Holdin
Utilities
9.0%
3.0%
6.0%
116.9
18.16%
-0.47%
-0.05%
-0.02%
0.26
0.32
0.22
18.42
3.62%
ECL
Ecolab
Basic Materials
6.0%
-9.0%
15.0%
269.86
23.09%
2.35%
2.71%
0.63%
1.01
0.12
0.03
38.85
1.08%
EEM
iShares MSCI Emerging Index Fun
ETFS
3.0%
-8.0%
11.0%
56.91
16.93%
1.39%
1.62%
0.03%
0.7
-0.02
0.0
16.72
2.22%
EPU
iShares MSCI Peru and Global Ex
ETFS
22.0%
11.0%
11.0%
75.19
-
-
0.06%
0.06%
0.67
0.71
0.27
15.19
1.65%
EQIX
Equinix
Real Estate
4.0%
-9.0%
13.0%
779.88
28.64%
4.24%
3.65%
0.22%
0.84
0.02
0.01
71.78
2.38%
ETH-USD
Ethereum USD
CRYPTOS
22.0%
1.0%
21.0%
3148.62
62.96%
-2.71%
-2.68%
0.77%
1.59
0.25
0.12
-
-
ETN
Eaton
Industrials
24.0%
8.0%
16.0%
323.4
33.77%
-1.51%
-0.49%
0.7%
1.11
0.74
0.18
32.43
1.25%
FCX
Freeport-McMoRan
Basic Materials
14.0%
-7.0%
21.0%
54.94
40.81%
3.68%
3.27%
0.48%
1.55
0.23
0.07
38.49
1.07%
GD
General Dynamics
Industrials
21.0%
11.0%
11.0%
359.79
20.73%
0.62%
1.11%
0.37%
0.64
0.9
0.28
23.3
1.66%
GDDY
GoDaddy
Technology
8.0%
-7.0%
15.0%
118.87
36.13%
-2.59%
-1.21%
0.69%
1.07
0.15
0.04
20.51
-
GE
GE Aerospace
Industrials
43.0%
27.0%
16.0%
328.89
30.43%
-1.69%
-0.72%
0.59%
1.13
1.3
0.35
44.05
0.44%
GILD
Gilead Sciences
Healthcare
19.0%
10.0%
9.0%
123.62
28.52%
-2.75%
-1.46%
0.07%
0.46
0.66
0.34
19.13
2.6%
GLD
SPDR Gold Shares
ETFS
19.0%
14.0%
5.0%
409.41
23.17%
5.56%
4.93%
0.8%
0.13
1.08
1.27
-
0.0%
GOOG
Alphabet
Communication Services
30.0%
14.0%
17.0%
321.76
32.84%
1.34%
2.16%
0.88%
1.18
0.87
0.23
31.76
0.27%
GOOGL
Alphabet
Communication Services
30.0%
14.0%
17.0%
321.29
33.12%
1.4%
2.23%
0.88%
1.19
0.87
0.23
31.74
0.27%
GS
Goldman Sachs Group (The)
Financial Services
29.0%
11.0%
18.0%
949.71
31.94%
-1.56%
-0.46%
0.56%
1.26
0.9
0.2
19.32
1.67%
HAL
Halliburton
Energy
10.0%
-4.0%
14.0%
30.5
36.48%
-0.56%
0.32%
0.2%
0.93
0.15
0.07
20.23
2.21%
HD
Home Depot (The)
Consumer Cyclical
8.0%
-6.0%
14.0%
352.95
25.45%
-0.51%
0.46%
0.18%
0.95
0.17
0.05
24.12
2.63%
HON
Honeywell International
Industrials
3.0%
-10.0%
12.0%
200.34
22.67%
0.69%
1.18%
0.37%
0.79
-0.04
-0.01
21.14
2.23%
IBM
International Business Machines
Technology
25.0%
14.0%
11.0%
299.14
31.52%
1.05%
1.7%
0.35%
0.63
0.88
0.33
35.71
2.22%
IEF
iShares 7-10 Year Treasury Bond
ETFS
-2.0%
-6.0%
4.0%
96.53
5.91%
0.46%
0.39%
-0.1%
0.06
-0.69
-0.87
-
3.77%
IEMG
iShares Core MSCI Emerging Mark
ETFS
4.0%
-7.0%
11.0%
69.82
-
-
0.1%
-0.15%
0.69
0.04
0.01
16.7
2.75%
INTU
Intuit
Technology
13.0%
-5.0%
17.0%
656.03
31.07%
-1.86%
-1.05%
0.78%
1.24
0.3
0.08
45.06
0.69%
IRM
Iron Mountain Incorporated (Del
Real Estate
29.0%
15.0%
14.0%
88.19
32.25%
-0.26%
-0.27%
-0.25%
0.98
0.87
0.27
163.32
4.07%
ISRG
Intuitive Surgical
Healthcare
18.0%
0.0%
18.0%
600.72
33.44%
2.47%
3.18%
0.96%
1.32
0.46
0.11
79.19
-
IVV
iShares Core S&P 500 ETF
ETFS
15.0%
0.0%
15.0%
696.04
21.95%
-10.42%
-8.93%
0.57%
1.0
0.7
0.11
28.07
1.17%
IWM
iShares Russell 2000 ETF
ETFS
5.0%
-11.0%
16.0%
255.14
19.55%
-0.11%
0.84%
0.51%
1.11
0.08
0.02
18.79
1.04%
JNJ
Johnson & Johnson
Healthcare
8.0%
2.0%
6.0%
206.71
20.7%
-0.34%
0.43%
0.29%
0.27
0.3
0.18
19.99
2.54%
JPM
JP Morgan Chase &
Financial Services
22.0%
7.0%
15.0%
327.45
25.42%
-2.38%
-1.07%
0.38%
1.05
0.74
0.18
16.24
1.79%
KO
Coca-Cola (The)
Consumer Defensive
10.0%
2.0%
8.0%
67.53
17.61%
-0.47%
0.12%
0.1%
0.38
0.42
0.17
22.37
3.01%
LEN
Lennar
Consumer Cyclical
9.0%
-7.0%
16.0%
104.46
40.26%
4.41%
4.99%
0.32%
1.12
0.16
0.05
13.1
1.88%
LIN
Linde plc
Basic Materials
13.0%
2.0%
11.0%
435.51
21.51%
-0.64%
0.04%
0.59%
0.68
0.48
0.14
29.14
1.37%
LLY
Eli Lilly and
Healthcare
44.0%
34.0%
10.0%
1104.57
36.61%
3.64%
4.28%
0.82%
0.57
1.21
0.71
54.11
0.59%
LMT
Lockheed Martin
Industrials
12.0%
4.0%
8.0%
527.37
24.8%
0.89%
1.12%
0.2%
0.39
0.35
0.21
29.4
2.64%
LOW
Lowe's Companies
Consumer Cyclical
10.0%
-5.0%
15.0%
250.13
26.38%
-0.77%
0.36%
0.45%
0.99
0.25
0.07
20.75
1.95%
LRCX
Lam Research
Technology
31.0%
7.0%
25.0%
201.17
54.93%
0.76%
1.46%
0.57%
1.9
0.63
0.15
44.41
0.5%
MA
Mastercard Incorporated
Financial Services
13.0%
0.0%
14.0%
582.77
21.54%
-0.89%
0.28%
0.82%
0.9
0.44
0.11
37.35
0.6%
MCD
McDonald's
Consumer Cyclical
10.0%
1.0%
9.0%
304.98
18.32%
-1.28%
-0.51%
0.23%
0.5
0.39
0.14
26.03
2.46%
MDLZ
Mondelez International
Consumer Defensive
0.0%
-7.0%
7.0%
51.62
23.21%
2.08%
2.26%
-0.22%
0.34
-0.16
-0.09
19.33
3.79%
META
Meta Platforms
Communication Services
21.0%
3.0%
18.0%
652.44
33.56%
1.71%
2.6%
0.86%
1.3
0.44
0.14
28.89
0.32%
MMM
3M
Industrials
7.0%
-7.0%
14.0%
162.47
27.51%
-0.89%
0.07%
0.47%
0.96
0.14
0.04
25.94
1.76%
MRK
Merck &
Healthcare
10.0%
4.0%
6.0%
109.9
27.32%
-1.18%
-0.46%
-0.05%
0.26
0.28
0.26
14.54
3.12%
MS
Morgan Stanley
Financial Services
24.0%
7.0%
17.0%
185.25
28.78%
-2.9%
-1.39%
0.4%
1.22
0.71
0.17
19.06
2.13%
MSFT
Microsoft
Technology
19.0%
4.0%
16.0%
488.57
24.52%
0.22%
0.91%
0.77%
1.09
0.66
0.15
34.74
0.76%
MU
Micron Technology
Technology
34.0%
12.0%
23.0%
340.17
68.41%
4.14%
4.74%
0.92%
1.71
0.63
0.18
32.38
0.13%
NEE
NextEra Energy
Utilities
2.0%
-9.0%
11.0%
79.44
24.71%
-1.48%
-0.82%
0.13%
0.67
-0.06
-0.02
25.23
2.8%
NEM
Newmont
Basic Materials
16.0%
5.0%
11.0%
108.46
46.62%
3.11%
3.51%
0.71%
0.64
0.33
0.19
16.9
0.92%
NFLX
Netflix
Communication Services
-29.0%
-49.0%
20.0%
91.21
37.79%
1.48%
2.07%
0.96%
1.44
-0.56
-0.22
38.18
-
NKE
Nike
Consumer Cyclical
-14.0%
-29.0%
16.0%
63.76
37.49%
2.84%
3.05%
0.28%
1.1
-0.49
-0.15
37.34
2.51%
NOW
ServiceNow
Technology
-22.0%
-43.0%
21.0%
151.71
37.89%
-0.17%
0.97%
0.96%
1.6
-0.48
-0.16
92.07
-
NVDA
NVIDIA
Technology
72.0%
45.0%
27.0%
189.9
41.96%
0.48%
1.57%
0.96%
2.07
1.42
0.33
47.02
0.02%
ORCL
Oracle
Technology
27.0%
11.0%
17.0%
192.95
50.92%
1.48%
2.13%
0.7%
1.21
0.66
0.2
36.26
1.03%
ORLY
O'Reilly Automotive
Consumer Cyclical
24.0%
15.0%
10.0%
90.97
27.18%
0.23%
0.68%
0.69%
0.55
0.9
0.38
31.59
-
PEP
Pepsico
Consumer Defensive
2.0%
-5.0%
7.0%
137.92
21.32%
-0.93%
-0.5%
-0.41%
0.33
-0.05
-0.03
26.16
4.09%
PFE
Pfizer
Healthcare
-2.0%
-11.0%
9.0%
25.4
22.91%
-1.59%
-1.75%
-0.87%
0.48
-0.23
-0.12
14.76
6.76%
PG
Procter & Gamble (The)
Consumer Defensive
3.0%
-5.0%
8.0%
137.69
20.58%
0.18%
0.79%
0.14%
0.41
-0.02
-0.01
20.1
3.02%
PH
Parker-Hannifin
Industrials
28.0%
12.0%
17.0%
910.9
28.36%
1.64%
2.84%
0.97%
1.16
0.91
0.21
32.47
0.78%
PLD
Prologis
Real Estate
9.0%
-7.0%
16.0%
128.51
25.15%
-2.1%
-0.97%
-0.07%
1.1
0.19
0.05
37.38
3.17%
PLTR
Palantir Technologies
Technology
49.0%
22.0%
27.0%
186.37
53.83%
2.14%
2.87%
0.96%
2.1
0.67
0.22
433.33
-
PM
Philip Morris International
Consumer Defensive
20.0%
12.0%
8.0%
155.43
30.26%
-1.04%
-0.29%
-0.18%
0.38
0.74
0.43
22.2
3.79%
QQQ
Invesco QQQ Trust Series 1
ETFS
16.0%
-1.0%
17.0%
627.34
18.58%
-2.79%
-1.21%
0.67%
1.23
0.59
0.1
33.93
0.46%
RCL
Royal Caribbean Cruises
Consumer Cyclical
33.0%
12.0%
21.0%
299.55
-
-
0.6%
0.6%
1.6
0.62
0.19
20.18
1.18%
RTX
RTX
Industrials
25.0%
15.0%
11.0%
190.89
26.21%
-0.34%
0.19%
0.42%
0.64
0.95
0.34
39.22
1.43%
SBUX
Starbucks
Consumer Cyclical
-1.0%
-16.0%
15.0%
86.65
33.55%
-0.83%
-0.19%
0.19%
1.04
-0.15
-0.04
53.18
2.77%
SCHW
Charles Schwab (The
Financial Services
13.0%
-3.0%
16.0%
102.73
26.46%
-1.24%
-0.11%
0.49%
1.16
0.3
0.09
24.09
1.04%
SHW
Sherwin-Williams (The)
Basic Materials
8.0%
-6.0%
14.0%
335.73
26.45%
-1.22%
0.07%
0.51%
0.94
0.17
0.05
32.85
0.93%
SLV
iShares Silver Trust
ETFS
26.0%
17.0%
8.0%
70.54
62.11%
13.48%
10.49%
0.8%
0.45
0.77
0.5
-
0.0%
SO
Southern (The)
Utilities
12.0%
5.0%
7.0%
86.61
19.71%
-3.03%
-1.96%
0.03%
0.32
0.48
0.26
21.56
3.38%
SOL-USD
Solana USD
CRYPTOS
112.0%
90.0%
22.0%
135.95
-
-
0.88%
0.88%
1.65
0.94
0.66
-
-
SPG
Simon Property Group
Real Estate
21.0%
6.0%
15.0%
185.88
22.75%
-2.44%
-1.48%
-0.59%
1.04
0.66
0.17
27.11
4.72%
SPY
SPDR S&P 500
ETFS
15.0%
0.0%
15.0%
693.04
13.99%
-2.37%
-0.93%
0.5%
1.0
0.7
0.11
28.07
1.07%
SYK
Stryker
Healthcare
10.0%
-4.0%
14.0%
366.21
24.31%
-1.29%
-0.23%
0.46%
0.93
0.27
0.07
48.08
0.96%
T
AT&T
Communication Services
8.0%
1.0%
7.0%
24.08
24.43%
-4.18%
-4.12%
-0.29%
0.35
0.23
0.14
7.85
4.56%
TJX
TJX Companies (The)
Consumer Cyclical
20.0%
8.0%
12.0%
154.95
21.32%
0.09%
0.98%
0.67%
0.73
0.76
0.22
34.21
1.1%
TLT
iShares 20+ Year Treasury Bond
ETFS
-8.0%
-12.0%
4.0%
87.96
11.08%
-0.19%
-0.07%
-0.28%
0.09
-0.75
-1.27
-
4.43%
TMO
Thermo Fisher Scientific
Healthcare
4.0%
-8.0%
13.0%
618.87
27.1%
1.69%
1.78%
0.62%
0.84
0.04
0.01
35.68
0.28%
TMUS
T-Mobile US
Communication Services
10.0%
0.0%
10.0%
197.99
29.03%
-0.66%
-0.31%
0.33%
0.56
0.29
0.12
19.07
2.05%
TSLA
Tesla
Consumer Cyclical
10.0%
-16.0%
25.0%
436.71
48.55%
3.72%
3.86%
0.96%
1.95
0.11
0.03
305.64
-
TT
Trane Technologies plc
Industrials
22.0%
6.0%
16.0%
383.53
31.29%
-1.49%
-0.63%
0.5%
1.15
0.7
0.17
29.36
0.99%
UBER
Uber Technologies
Technology
10.0%
-9.0%
19.0%
87.56
38.03%
0.11%
0.57%
0.69%
1.36
0.14
0.05
11.27
-
UNH
UnitedHealth Group Incorporated
Healthcare
1.0%
-6.0%
7.0%
339.5
36.56%
-0.46%
0.1%
0.1%
0.31
-0.08
-0.08
17.71
2.53%
UNP
Union Pacific
Industrials
3.0%
-9.0%
12.0%
229.74
22.39%
-1.26%
-0.57%
0.11%
0.76
0.0
0.0
19.53
2.36%
USO
United States Oil Fund
ETFS
14.0%
7.0%
7.0%
67.36
35.12%
2.83%
3.09%
0.96%
0.34
0.33
0.31
20.4
0.0%
V
Visa
Financial Services
13.0%
0.0%
13.0%
355.14
20.68%
-1.35%
-0.07%
0.56%
0.87
0.43
0.11
34.89
0.75%
VNQ
Vanguard Real Estate ETF
ETFS
5.0%
-8.0%
13.0%
89.15
16.0%
0.56%
1.61%
-0.26%
0.82
0.07
0.02
32.17
3.92%
VOO
Vanguard S&P 500 ETF
ETFS
15.0%
0.0%
15.0%
637.28
15.11%
-3.49%
-1.96%
0.59%
1.0
0.7
0.11
29.33
1.13%
VST
Vistra
Utilities
53.0%
36.0%
17.0%
158.48
49.88%
1.42%
2.02%
0.77%
1.18
1.11
0.42
57.09
0.54%
VTI
Vanguard Total Stock Market ETF
ETFS
13.0%
-2.0%
15.0%
341.51
14.86%
-1.98%
-0.69%
0.42%
1.02
0.59
0.1
28.37
1.12%
VZ
Verizon Communications
Communication Services
-1.0%
-9.0%
7.0%
40.12
21.43%
-7.29%
-7.5%
-0.88%
0.33
-0.23
-0.14
8.54
6.85%
WELL
Welltower
Real Estate
27.0%
16.0%
11.0%
188.36
25.51%
-4.06%
-2.16%
0.4%
0.7
1.02
0.35
130.0
1.59%
WFC
Wells Fargo &
Financial Services
27.0%
12.0%
16.0%
94.4
27.74%
-3.09%
-1.68%
0.47%
1.09
0.76
0.22
15.58
1.87%
WM
Waste Management
Industrials
15.0%
8.0%
8.0%
217.22
19.54%
0.65%
1.21%
0.46%
0.41
0.67
0.3
34.23
1.51%
WMB
Williams Companies (The)
Energy
28.0%
18.0%
10.0%
60.59
25.56%
-1.75%
-1.32%
-0.11%
0.61
1.02
0.41
31.4
3.36%
WMT
Walmart
Consumer Defensive
20.0%
10.0%
11.0%
113.74
25.39%
-1.18%
-0.18%
0.49%
0.67
0.8
0.26
39.8
0.82%
XLE
State Street Energy Select Sect
ETFS
5.0%
-6.0%
11.0%
45.17
23.46%
1.61%
2.0%
-0.11%
0.66
0.04
0.02
17.89
3.28%
XLF
State Street Financial Select S
ETFS
15.0%
0.0%
14.0%
55.77
16.65%
-2.34%
-1.04%
0.42%
0.95
0.58
0.12
19.2
1.31%
XLK
State Street Technology Select
ETFS
4.0%
-15.0%
18.0%
147.2
23.48%
-4.02%
-1.82%
0.56%
1.32
0.01
0.0
39.19
0.54%
XOM
Exxon Mobil
Energy
25.0%
16.0%
9.0%
118.66
21.86%
-0.16%
0.34%
0.05%
0.48
0.76
0.44
17.26
3.4%
XRP-USD
XRP USD
CRYPTOS
51.0%
33.0%
18.0%
2.2
-
-
0.88%
0.88%
1.3
0.48
0.37
-
-
Detalle de Campos del Reporte
↓
Retorno (%): Rendimiento porcentual histórico del activo en el periodo evaluado. Representa la variación porcentual del precio ajustado por dividendos.
Alpha (%): Medida del rendimiento excedente sobre el retorno esperado por el modelo CAPM . Un valor positivo indica desempeño superior al riesgo sistemático asumido.
CAPM (%): Retorno teórico esperado según el Capital Asset Pricing Model , basado en la exposición del activo al mercado (Beta).
Spot: Precio de mercado actual del activo subyacente. Representa el valor de equilibrio instantáneo determinado por oferta y demanda.
Vol. 25D (%): Volatilidad implícita promedio del mercado, calculada a partir de opciones Call y Put con delta 25.
RiskTone (%): Indicador direccional del tono de riesgo del mercado - risk reversal de 25 deltas (RR25) - mide la diferencia entre la vol. implícita de las call y put a 25 deltas.
Mkt 3M (%): Retorno esperado a 3 meses desde la curva de volatilidad implícita. Es un retorno acumulado y no está anualizado.
FT 3M (%): Retorno a 3 meses implícito en el forward teórico, basado en el modelo de cost of carry (r – q). Es acumulado y no está anualizado.
Beta: Sensibilidad del activo al mercado.
Sharpe: Exceso de retorno / volatilidad.
Treynor: Exceso de retorno / beta.
P/E: Precio / Ganancias.
Ratio Div. (%): Dividendos / Precio.
Fuente de datos: Yahoo Finance (librería yfinance).