What you'd declare for Bienes Personales — declared holdings + real estate (the wealth-tax line uses fiscal values).Demo — todos los números son hipotéticos
Heavily concentrated book. Nvidia is the largest position at 41% of holdings. Heavily weighted toward Argentina (44%) — peso assets, local bonds, property mixed in.
One row per asset, merged across every broker, in USD. Click a column header to sort, a class chip (or the class cell) to filter. Change is close-to-close for the selected period. = statement value, not live-priced.
| Asset | Class | Held at | Value USD | Weight | ⚑ | Change | |
|---|---|---|---|---|---|---|---|
| NvidiaNVDA Core driver · stagnating | Equity | Interactive Brokers | $1.95M | 41% | 🇺🇸 | ▲ $2,850 +¼% | |
| AL30D — Rep. Argentina 2030AL30D Bond · income | Sovereign bond | IEB (Invertir en Bolsa) | $599k | 12½% | 🇦🇷 | ▼ $1,951 -¼% | |
| Invesco QQQQQQ Index fund · major weight · stagnating | ETF | Interactive Brokers | $506k | 10¾% | 🇺🇸 | ▲ $3,896 +¾% | |
| House · Cariló Property · illiquid | Real estate | Real estate | $482k | 10¼% | 🇦🇷 | — | |
| Apartment · Palermo Property · illiquid | Real estate | Real estate | $432k | 9% | 🇦🇷 | — | |
| YPF Luz ON 2032YFCJD Bond · income | Corp bond | IEB (Invertir en Bolsa) | $179k | 3¾% | 🇦🇷 | ▲ $1,151 +¾% | |
| Pampa EnergíaPAMP Tail position · stagnating | Equity | Balanz | $145k | 3% | 🇦🇷 | ▼ $1,101 -¾% | |
| TGSTGSU2 Tail position · stagnating | Equity | Balanz | $129k | 2¾% | 🇦🇷 | ▼ $588 -½% | |
| YPFYPFD Tail position · pulling back | Equity | Balanz | $102k | 2¼% | 🇦🇷 | ▼ $1,238 -1¼% |
Every holding folded into its asset class, with a subtotal per class and a grand total that ties to net worth. Click a class to collapse it. The quickest read of how the book is built.
| US Tech1 | $1.95M | 41% | ▲+¼% | |
| Nvidia | $1.95M | 41% | 🇺🇸 | ▲+¼% |
| Argentine equities3 | $376k | 8% | ▼-¾% | |
| Pampa Energía | $145k | 3% | 🇦🇷 | ▼-¾% |
| TGS | $129k | 2¾% | 🇦🇷 | ▼-½% |
| YPF | $102k | 2¼% | 🇦🇷 | ▼-1¼% |
| House · Cariló | $482k | 10¼% | 🇦🇷 | — |
| Apartment · Palermo | $432k | 9% | 🇦🇷 | — |
| Sovereign1 | $599k | 12½% | ▼-¼% | |
| AL30D — Rep. Argentina 2030 | $599k | 12½% | 🇦🇷 | ▼-¼% |
| Corporate1 | $179k | 3¾% | ▲+¾% | |
| YPF Luz ON 2032 | $179k | 3¾% | 🇦🇷 | ▲+¾% |
| Invesco QQQ | $506k | 10¾% | 🇺🇸 | ▲+¾% |
| Interactive Brokers | $185k | 4% | 🇺🇸 | — |
| Banco Galicia | $44k | 1% | 🇦🇷 | — |
Demo properties — every value is illustrative. Escritura = purchase price at the deed date; fiscal = tax valuation; market = owner estimate at its valuation date, drifted forward by the Argentine residential index (Zonaprop CABA USD/m², 2026-05: $2,462/m²). Net worth uses the indexed market value on every tab.
| Property | Where | Escritura | Official | Market | In use |
|---|---|---|---|---|---|
| Apartment · Palermo casa-habitación · exenta | Buenos Aires | $320k 2021 | $210k | $432k idx +0.5% | $432k |
| House · Cariló renta | Cariló | $350k 2022 | $160k | $482k idx +0.5% | $482k |
Estimated on the taxable base only, at the official FX (1,455). AR shares, AR bonds/ONs, AR-bank deposits, the casa-habitación and rural land are exempt — which is why the rate is small against total net worth. Includes declared vehicles + the 5% household-goods minimum; SPX boxes excluded as a synthetic loan. Method reconciled to your 2025 F.762/D DDJJ (3-tramo scale topping at 1.00%) — at year-end values it matches the accountant's filing; the live figure here moves with current prices and FX.
| Taxable base | $2,799,994 |
| Base in ARS @ official | 4.07B |
| Marginal bracket | 1.00% |
| Effective rate · on taxable base | 0.90% |
| Effective rate · on total net worth | 0.53% |
| Estimated annual tax | $25,069 · 36M ARS |
| Foreign securities | $2,454,994 | taxed |
| Foreign cash | $185,000 | taxed |
| Taxable real estate | $160,000 | taxed |
| Vehicles · DNRPA | $0 | taxed |
| Household goods · 5% min. | $0 | taxed |
| AR shares + bonds/ONs | $1,153,683 | exempt |
| AR-bank deposits | $44,026 | exempt |
| Casa-habitación | $210,000 | exempt |
| Rural land | $0 | exempt |
| Option boxes · synthetic loan | $0 | excl. |
Method: keep only taxable assets → convert to ARS at the official rate → progressive ARCA scale (MNI 385M ARS, 0.5%→1.25%). Illustrative estimate, not tax advice — DDJJ valuations differ from market and AR-asset exemptions follow your accountant's treatment.
Allocation hierarchy (inner = class, outer = assets, hover for detail) and your allocation profile measured against a modern reference benchmark.
Benchmark = a modern equity-tilted global index allocation (random-walk view: broad index funds at the core, light bond & cash ballast). The outer ring is the benchmark weight per class; the shaded shape is your portfolio relative to it — past the ring = overweight, inside = underweight.
How the book's top holdings spread across six broad buckets — single-name US stocks, index funds, Argentine stocks, bonds, cash and property — against a balanced reference mix. Option boxes are financing, not an asset bucket, and are excluded.
The outer dashed ring is the balanced target weight per bucket; the shaded shape is the current book relative to it — past the ring = overweight, inside = underweight. Targets are an illustrative balanced mix, not advice.
One illustrative path back to the balanced target mix, using the largest position in each bucket as the vehicle.
| Category | Now | Target | Shift | Suggested action |
|---|---|---|---|---|
| US stocks | 41.0% | 25% | -16.0% | Trim ~$760.3k via Nvidia |
| Index funds | 10.6% | 30% | +19.4% | Add ~$921.9k via Invesco QQQ |
| AR stocks | 7.9% | 8% | +0.1% | Hold · on target |
| Bonds | 16.4% | 17% | +0.6% | Hold · on target |
| Cash | 4.8% | 8% | +3.2% | Add ~$152.1k via Cash |
| Real estate | 19.2% | 12% | -7.2% | Trim ~$342.2k via House · Cariló · illiquid — adjust through the liquid sleeves instead |
Demo suggestion against a hypothetical balanced target — illustrative only, never an order, NOT investment advice.
Each bubble is a holding: x = return over the selected timeframe, y = volatility (σ of its daily moves over the window), bubble diameter = weight in the book. The dashed line is the least-squares trend — whether taking more volatility has actually paid as more return. Holdings without a price history are omitted. Hover for detail; click a bubble to jump to its row.
| Equity | $2.33M | 49% | |
| Real estate | $914k | 19¼% | |
| Sovereign bond | $599k | 12½% | |
| ETF | $506k | 10¾% | |
| Cash | $229k | 4¾% | |
| Corp bond | $179k | 3¾% |
| 🌍Global / US | $2.64M | 55½% | |
| 🇦🇷Argentina | $2.11M | 44½% |
| USD | $4.33M | 91¼% | |
| ARS | $420k | 8¾% |
| Interactive Brokers | $2.64M | 55½% | |
| Real estate | $914k | 19¼% | |
| IEB (Invertir en Bolsa) | $778k | 16¼% | |
| Balanz | $376k | 8% | |
| Banco Galicia | $44k | 1% |
| Interactive Brokers | $185k | 80¾% | 🇺🇸 | |
| Banco Galicia | $44k | 19¼% | 🇦🇷 |
How fast each pool becomes spendable pesos in Argentina, and what it costs to get there. Ready in is the window for ~80% to land (business days, est.). Tax drag and transfer costs are estimates. Carry vs portfolio weighs the borrow rate against your ~20.7% trailing return — positive means the book out-earns the loan. ≈$2,684,020 is usable within a week. Borrowing against the book is currently +14.7% carry vs your ~20.7% portfolio return.
| Path | Amount | Ready in | Tax drag | Carry vs portfolio | Situation |
|---|---|---|---|---|---|
| AR-bank cash In Argentine bank accounts | $44,026 | instant | — | — | Already in pesos-reach AR accounts — instant, exempt, no transfer cost. |
| Margin / portfolio credit Draw against the marginable book | $849,322 | ~4 bd | — | +14.7% | Borrow ~30% of the marginable book at ~6.0% (est.) instead of selling — no tax event. Book out-earns the borrow rate by 14.7 pts, so the carry is +14.7% vs your ~20.7% portfolio return. |
| US cash → AR US/global broker & bank cash | $185,000 | ~5 bd | $925 est. | — | Wire to AR over ~5 business days (est.); ~0.5% wire+FX cost (est.). No tax on cash. |
| Sell securities → AR Liquid US equities & ETFs | $2,454,994 | ~5 bd | $122,750 est. | — | Sell, settle T+2, broker wires direct to AR — no US-bank leg (~5 bd, est.). Drag = ~15% cap-gains on ~30% assumed gain + 0.5% wire (both est.). |
Each venue's trading commission or FX spread against a typical-market benchmark (equity ~0.10%/side, FX ~1.0%/side). Reference rates from public 2025 fee schedules — illustrative, not a quote.
| Venue | Type | Metric | Rate | vs mkt | Rating | Assets |
|---|---|---|---|---|---|---|
| No rated venues in this view | ||||||
Todo lo de abajo está calculado sobre esta cartera de demostración — hipotética e ilustrativa. No es una oferta ni asesoramiento.
Realizar una posición puede dejar cerca de la mitad entre impuestos y comisiones. Liquidez sin vender suele costar menos de lo que la cartera rinde — los activos siguen trabajando para vos.
Indicativo, las tasas se muevenEste libro tiene US$ 2.639.994 en activos con situs en EE.UU. Si el titular falleciera mañana, el IRS puede reclamar hasta el 40% de lo que supere USD 60.000 — en dólares, antes de que la familia pueda mover los activos. Se puede reestructurar; primero hay que medirlo.
Estimación al tope de la escala, no es asesoramientoRuteando 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.
Estimación modelada, no facturas realesDe pares, para pares — no de comisionistas. Sin nombre: alcanza con un email, aunque sea anónimo.
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