| Nvidia | NVDA | 9,500 | $229.28 | $2.18M | 45.4% | −$11k | -0.5% | +$1.08M | +97.7% | |||
| Invesco QQQ | QQQ | 700 | $751.27 | $526k | 11.0% | +$3k | +0.5% | +$177k | +50.9% | |||
| Pampa Energía | PAMP | 40,000 | ARS 5,190 | $135k | 2.8% | +$0 | 0.0% | +$50k | +59.7% | |||
| TGS | TGSU2 | 19,000 | ARS 8,340 | $103k | 2.1% | −$2k | -1.8% | +$34k | +48.9% | |||
| YPF Luz ON 2032 | YFCJD | 165,000 | $1.080 | $178k | 3.7% | +$248 | +0.1% | +$17k | +10.2% | |||
| Rep. Argentina 2030 | AL30D | 930,000 | $0.563 | $523k | 10.9% | +$2k | +0.4% | +$16k | +3.2% | |||
| YPF | YPFD | 1,800 | ARS 8,065 | $9k | 0.2% | +$23 | +0.2% | −$51k | -84.5% |
| Nvidia | NVDA | 9,500 | $229.28 | $2.18M | 45.4% | −$60k | -2.7% | +$1.08M | +97.7% | |||
| Invesco QQQ | QQQ | 700 | $751.27 | $526k | 11.0% | −$362 | -0.1% | +$177k | +50.9% | |||
| Pampa Energía | PAMP | 40,000 | ARS 5,190 | $135k | 2.8% | +$4k | +3.3% | +$50k | +59.7% | |||
| TGS | TGSU2 | 19,000 | ARS 8,340 | $103k | 2.1% | +$944 | +0.9% | +$34k | +48.9% | |||
| YPF Luz ON 2032 | YFCJD | 165,000 | $1.080 | $178k | 3.7% | +$495 | +0.3% | +$17k | +10.2% | |||
| Rep. Argentina 2030 | AL30D | 930,000 | $0.563 | $523k | 10.9% | +$16k | +3.2% | +$16k | +3.2% | |||
| YPF | YPFD | 1,800 | ARS 8,065 | $9k | 0.2% | −$51 | -0.5% | −$51k | -84.5% |
| Nvidia | NVDA | 9,500 | $229.28 | $2.18M | 45.4% | +$53k | +2.5% | +$1.08M | +97.7% | |||
| Invesco QQQ | QQQ | 700 | $751.27 | $526k | 11.0% | +$24k | +4.9% | +$177k | +50.9% | |||
| Pampa Energía | PAMP | 40,000 | ARS 5,190 | $135k | 2.8% | −$8k | -5.4% | +$50k | +59.7% | |||
| TGS | TGSU2 | 19,000 | ARS 8,340 | $103k | 2.1% | −$14k | -12.2% | +$34k | +48.9% | |||
| YPF Luz ON 2032 | YFCJD | 165,000 | $1.080 | $178k | 3.7% | −$3k | -1.5% | +$17k | +10.2% | |||
| Rep. Argentina 2030 | AL30D | 930,000 | $0.563 | $523k | 10.9% | +$2k | +0.3% | +$16k | +3.2% | |||
| YPF | YPFD | 1,800 | ARS 8,065 | $9k | 0.2% | −$822 | -8.0% | −$51k | -84.5% |
| Nvidia | NVDA | 9,500 | $229.28 | $2.18M | 45.4% | +$174k | +8.7% | +$1.08M | +97.7% | |||
| Invesco QQQ | QQQ | 700 | $751.27 | $526k | 11.0% | +$18k | +3.6% | +$177k | +50.9% | |||
| Pampa Energía | PAMP | 40,000 | ARS 5,190 | $135k | 2.8% | +$259 | +0.2% | +$50k | +59.7% | |||
| TGS | TGSU2 | 19,000 | ARS 8,340 | $103k | 2.1% | −$15k | -13.1% | +$34k | +48.9% | |||
| YPF Luz ON 2032 | YFCJD | 165,000 | $1.080 | $178k | 3.7% | −$999 | -0.6% | +$17k | +10.2% | |||
| Rep. Argentina 2030 | AL30D | 930,000 | $0.563 | $523k | 10.9% | +$1k | +0.3% | +$16k | +3.2% | |||
| YPF | YPFD | 1,800 | ARS 8,065 | $9k | 0.2% | +$729 | +8.4% | −$51k | -84.5% |
| Nvidia | NVDA | 9,500 | $229.28 | $2.18M | 45.4% | +$384k | +21.4% | +$1.08M | +97.7% | |||
| Invesco QQQ | QQQ | 700 | $751.27 | $526k | 11.0% | +$97k | +22.5% | +$177k | +50.9% | |||
| Pampa Energía | PAMP | 40,000 | ARS 5,190 | $135k | 2.8% | −$6k | -4.6% | +$50k | +59.7% | |||
| TGS | TGSU2 | 19,000 | ARS 8,340 | $103k | 2.1% | −$14k | -12.3% | +$34k | +48.9% | |||
| YPF Luz ON 2032 | YFCJD | 165,000 | $1.080 | $178k | 3.7% | +$6k | +3.3% | +$17k | +10.2% | |||
| Rep. Argentina 2030 | AL30D | 930,000 | $0.563 | $523k | 10.9% | −$98k | -15.8% | +$16k | +3.2% | |||
| YPF | YPFD | 1,800 | ARS 8,065 | $9k | 0.2% | +$3k | +42.9% | −$51k | -84.5% |
| Nvidia | NVDA | 9,500 | $229.28 | $2.18M | 45.4% | +$349k | +19.1% | +$1.08M | +97.7% | |||
| Invesco QQQ | QQQ | 700 | $751.27 | $526k | 11.0% | +$98k | +23.0% | +$177k | +50.9% | |||
| Pampa Energía | PAMP | 40,000 | ARS 5,190 | $135k | 2.8% | +$34k | +34.5% | +$50k | +59.7% | |||
| TGS | TGSU2 | 19,000 | ARS 8,340 | $103k | 2.1% | +$19k | +22.5% | +$34k | +48.9% | |||
| YPF Luz ON 2032 | YFCJD | 165,000 | $1.080 | $178k | 3.7% | +$6k | +3.3% | +$17k | +10.2% | |||
| Rep. Argentina 2030 | AL30D | 930,000 | $0.563 | $523k | 10.9% | −$31k | -5.5% | +$16k | +3.2% | |||
| YPF | YPFD | 1,800 | ARS 8,065 | $9k | 0.2% | +$5k | +106.2% | −$51k | -84.5% |
| Nvidia | NVDA | 9,500 | $229.28 | $2.18M | 45.4% | +$897k | +70.1% | +$1.08M | +97.7% | |||
| Invesco QQQ | QQQ | 700 | $751.27 | $526k | 11.0% | +$181k | +52.5% | +$177k | +50.9% | |||
| Pampa Energía | PAMP | 40,000 | ARS 5,190 | $135k | 2.8% | +$55k | +70.2% | +$50k | +59.7% | |||
| TGS | TGSU2 | 19,000 | ARS 8,340 | $103k | 2.1% | +$42k | +68.3% | +$34k | +48.9% | |||
| YPF Luz ON 2032 | YFCJD | 165,000 | $1.080 | $178k | 3.7% | +$6k | +3.3% | +$17k | +10.2% | |||
| Rep. Argentina 2030 | AL30D | 930,000 | $0.563 | $523k | 10.9% | +$258k | +97.3% | +$16k | +3.2% | |||
| YPF | YPFD | 1,800 | ARS 8,065 | $9k | 0.2% | +$6k | +185.0% | −$51k | -84.5% |
| Nvidia | NVDA | 9,500 | $229.28 | $2.18M | 45.4% | −$11k | -0.5% | +$1.08M | +97.7% | |||
| Invesco QQQ | QQQ | 700 | $751.27 | $526k | 11.0% | +$3k | +0.5% | +$177k | +50.9% | |||
| Pampa Energía | PAMP | 40,000 | ARS 5,190 | $135k | 2.8% | +$0 | 0.0% | +$50k | +59.7% | |||
| TGS | TGSU2 | 19,000 | ARS 8,340 | $103k | 2.1% | −$2k | -1.8% | +$34k | +48.9% | |||
| YPF Luz ON 2032 | YFCJD | 165,000 | $1.080 | $178k | 3.7% | +$248 | +0.1% | +$17k | +10.2% | |||
| Rep. Argentina 2030 | AL30D | 930,000 | $0.563 | $523k | 10.9% | +$2k | +0.4% | +$16k | +3.2% | |||
| YPF | YPFD | 1,800 | ARS 8,065 | $9k | 0.2% | +$23 | +0.2% | −$51k | -84.5% |
| Nvidia | NVDA | 9,500 | $229.28 | $2.18M | 45.4% | −$60k | -2.7% | +$1.08M | +97.7% | |||
| Invesco QQQ | QQQ | 700 | $751.27 | $526k | 11.0% | −$362 | -0.1% | +$177k | +50.9% | |||
| Pampa Energía | PAMP | 40,000 | ARS 5,190 | $135k | 2.8% | +$4k | +3.3% | +$50k | +59.7% | |||
| TGS | TGSU2 | 19,000 | ARS 8,340 | $103k | 2.1% | +$944 | +0.9% | +$34k | +48.9% | |||
| YPF Luz ON 2032 | YFCJD | 165,000 | $1.080 | $178k | 3.7% | +$495 | +0.3% | +$17k | +10.2% | |||
| Rep. Argentina 2030 | AL30D | 930,000 | $0.563 | $523k | 10.9% | +$16k | +3.2% | +$16k | +3.2% | |||
| YPF | YPFD | 1,800 | ARS 8,065 | $9k | 0.2% | −$51 | -0.5% | −$51k | -84.5% |
| Nvidia | NVDA | 9,500 | $229.28 | $2.18M | 45.4% | +$53k | +2.5% | +$1.08M | +97.7% | |||
| Invesco QQQ | QQQ | 700 | $751.27 | $526k | 11.0% | +$24k | +4.9% | +$177k | +50.9% | |||
| Pampa Energía | PAMP | 40,000 | ARS 5,190 | $135k | 2.8% | −$8k | -5.4% | +$50k | +59.7% | |||
| TGS | TGSU2 | 19,000 | ARS 8,340 | $103k | 2.1% | −$14k | -12.2% | +$34k | +48.9% | |||
| YPF Luz ON 2032 | YFCJD | 165,000 | $1.080 | $178k | 3.7% | −$3k | -1.5% | +$17k | +10.2% | |||
| Rep. Argentina 2030 | AL30D | 930,000 | $0.563 | $523k | 10.9% | +$2k | +0.3% | +$16k | +3.2% | |||
| YPF | YPFD | 1,800 | ARS 8,065 | $9k | 0.2% | −$822 | -8.0% | −$51k | -84.5% |
| Nvidia | NVDA | 9,500 | $229.28 | $2.18M | 45.4% | +$174k | +8.7% | +$1.08M | +97.7% | |||
| Invesco QQQ | QQQ | 700 | $751.27 | $526k | 11.0% | +$18k | +3.6% | +$177k | +50.9% | |||
| Pampa Energía | PAMP | 40,000 | ARS 5,190 | $135k | 2.8% | +$259 | +0.2% | +$50k | +59.7% | |||
| TGS | TGSU2 | 19,000 | ARS 8,340 | $103k | 2.1% | −$15k | -13.1% | +$34k | +48.9% | |||
| YPF Luz ON 2032 | YFCJD | 165,000 | $1.080 | $178k | 3.7% | −$999 | -0.6% | +$17k | +10.2% | |||
| Rep. Argentina 2030 | AL30D | 930,000 | $0.563 | $523k | 10.9% | +$1k | +0.3% | +$16k | +3.2% | |||
| YPF | YPFD | 1,800 | ARS 8,065 | $9k | 0.2% | +$729 | +8.4% | −$51k | -84.5% |
| Nvidia | NVDA | 9,500 | $229.28 | $2.18M | 45.4% | +$384k | +21.4% | +$1.08M | +97.7% | |||
| Invesco QQQ | QQQ | 700 | $751.27 | $526k | 11.0% | +$97k | +22.5% | +$177k | +50.9% | |||
| Pampa Energía | PAMP | 40,000 | ARS 5,190 | $135k | 2.8% | −$6k | -4.6% | +$50k | +59.7% | |||
| TGS | TGSU2 | 19,000 | ARS 8,340 | $103k | 2.1% | −$14k | -12.3% | +$34k | +48.9% | |||
| YPF Luz ON 2032 | YFCJD | 165,000 | $1.080 | $178k | 3.7% | +$6k | +3.3% | +$17k | +10.2% | |||
| Rep. Argentina 2030 | AL30D | 930,000 | $0.563 | $523k | 10.9% | −$98k | -15.8% | +$16k | +3.2% | |||
| YPF | YPFD | 1,800 | ARS 8,065 | $9k | 0.2% | +$3k | +42.9% | −$51k | -84.5% |
| Nvidia | NVDA | 9,500 | $229.28 | $2.18M | 45.4% | +$349k | +19.1% | +$1.08M | +97.7% | |||
| Invesco QQQ | QQQ | 700 | $751.27 | $526k | 11.0% | +$98k | +23.0% | +$177k | +50.9% | |||
| Pampa Energía | PAMP | 40,000 | ARS 5,190 | $135k | 2.8% | +$34k | +34.5% | +$50k | +59.7% | |||
| TGS | TGSU2 | 19,000 | ARS 8,340 | $103k | 2.1% | +$19k | +22.5% | +$34k | +48.9% | |||
| YPF Luz ON 2032 | YFCJD | 165,000 | $1.080 | $178k | 3.7% | +$6k | +3.3% | +$17k | +10.2% | |||
| Rep. Argentina 2030 | AL30D | 930,000 | $0.563 | $523k | 10.9% | −$31k | -5.5% | +$16k | +3.2% | |||
| YPF | YPFD | 1,800 | ARS 8,065 | $9k | 0.2% | +$5k | +106.2% | −$51k | -84.5% |
| Nvidia | NVDA | 9,500 | $229.28 | $2.18M | 45.4% | +$897k | +70.1% | +$1.08M | +97.7% | |||
| Invesco QQQ | QQQ | 700 | $751.27 | $526k | 11.0% | +$181k | +52.5% | +$177k | +50.9% | |||
| Pampa Energía | PAMP | 40,000 | ARS 5,190 | $135k | 2.8% | +$55k | +70.2% | +$50k | +59.7% | |||
| TGS | TGSU2 | 19,000 | ARS 8,340 | $103k | 2.1% | +$42k | +68.3% | +$34k | +48.9% | |||
| YPF Luz ON 2032 | YFCJD | 165,000 | $1.080 | $178k | 3.7% | +$6k | +3.3% | +$17k | +10.2% | |||
| Rep. Argentina 2030 | AL30D | 930,000 | $0.563 | $523k | 10.9% | +$258k | +97.3% | +$16k | +3.2% | |||
| YPF | YPFD | 1,800 | ARS 8,065 | $9k | 0.2% | +$6k | +185.0% | −$51k | -84.5% |
| Nvidia | NVDA | 9,500 | $229.28 | $2.18M | 45.4% | −$11k | -0.5% | +$1.08M | +97.7% | |||
| Invesco QQQ | QQQ | 700 | $751.27 | $526k | 11.0% | +$3k | +0.5% | +$177k | +50.9% | |||
| Pampa Energía | PAMP | 40,000 | ARS 5,190 | $135k | 2.8% | +$0 | 0.0% | +$50k | +59.7% | |||
| TGS | TGSU2 | 19,000 | ARS 8,340 | $103k | 2.1% | −$2k | -1.8% | +$34k | +48.9% | |||
| YPF Luz ON 2032 | YFCJD | 165,000 | $1.080 | $178k | 3.7% | +$248 | +0.1% | +$17k | +10.2% | |||
| Rep. Argentina 2030 | AL30D | 930,000 | $0.563 | $523k | 10.9% | +$2k | +0.4% | +$16k | +3.2% | |||
| YPF | YPFD | 1,800 | ARS 8,065 | $9k | 0.2% | +$23 | +0.2% | −$51k | -84.5% |
| Nvidia | NVDA | 9,500 | $229.28 | $2.18M | 45.4% | −$60k | -2.7% | +$1.08M | +97.7% | |||
| Invesco QQQ | QQQ | 700 | $751.27 | $526k | 11.0% | −$362 | -0.1% | +$177k | +50.9% | |||
| Pampa Energía | PAMP | 40,000 | ARS 5,190 | $135k | 2.8% | +$4k | +3.3% | +$50k | +59.7% | |||
| TGS | TGSU2 | 19,000 | ARS 8,340 | $103k | 2.1% | +$944 | +0.9% | +$34k | +48.9% | |||
| YPF Luz ON 2032 | YFCJD | 165,000 | $1.080 | $178k | 3.7% | +$495 | +0.3% | +$17k | +10.2% | |||
| Rep. Argentina 2030 | AL30D | 930,000 | $0.563 | $523k | 10.9% | +$16k | +3.2% | +$16k | +3.2% | |||
| YPF | YPFD | 1,800 | ARS 8,065 | $9k | 0.2% | −$51 | -0.5% | −$51k | -84.5% |
| Nvidia | NVDA | 9,500 | $229.28 | $2.18M | 45.4% | +$53k | +2.5% | +$1.08M | +97.7% | |||
| Invesco QQQ | QQQ | 700 | $751.27 | $526k | 11.0% | +$24k | +4.9% | +$177k | +50.9% | |||
| Pampa Energía | PAMP | 40,000 | ARS 5,190 | $135k | 2.8% | −$8k | -5.4% | +$50k | +59.7% | |||
| TGS | TGSU2 | 19,000 | ARS 8,340 | $103k | 2.1% | −$14k | -12.2% | +$34k | +48.9% | |||
| YPF Luz ON 2032 | YFCJD | 165,000 | $1.080 | $178k | 3.7% | −$3k | -1.5% | +$17k | +10.2% | |||
| Rep. Argentina 2030 | AL30D | 930,000 | $0.563 | $523k | 10.9% | +$2k | +0.3% | +$16k | +3.2% | |||
| YPF | YPFD | 1,800 | ARS 8,065 | $9k | 0.2% | −$822 | -8.0% | −$51k | -84.5% |
| Nvidia | NVDA | 9,500 | $229.28 | $2.18M | 45.4% | +$174k | +8.7% | +$1.08M | +97.7% | |||
| Invesco QQQ | QQQ | 700 | $751.27 | $526k | 11.0% | +$18k | +3.6% | +$177k | +50.9% | |||
| Pampa Energía | PAMP | 40,000 | ARS 5,190 | $135k | 2.8% | +$259 | +0.2% | +$50k | +59.7% | |||
| TGS | TGSU2 | 19,000 | ARS 8,340 | $103k | 2.1% | −$15k | -13.1% | +$34k | +48.9% | |||
| YPF Luz ON 2032 | YFCJD | 165,000 | $1.080 | $178k | 3.7% | −$999 | -0.6% | +$17k | +10.2% | |||
| Rep. Argentina 2030 | AL30D | 930,000 | $0.563 | $523k | 10.9% | +$1k | +0.3% | +$16k | +3.2% | |||
| YPF | YPFD | 1,800 | ARS 8,065 | $9k | 0.2% | +$729 | +8.4% | −$51k | -84.5% |
| Nvidia | NVDA | 9,500 | $229.28 | $2.18M | 45.4% | +$384k | +21.4% | +$1.08M | +97.7% | |||
| Invesco QQQ | QQQ | 700 | $751.27 | $526k | 11.0% | +$97k | +22.5% | +$177k | +50.9% | |||
| Pampa Energía | PAMP | 40,000 | ARS 5,190 | $135k | 2.8% | −$6k | -4.6% | +$50k | +59.7% | |||
| TGS | TGSU2 | 19,000 | ARS 8,340 | $103k | 2.1% | −$14k | -12.3% | +$34k | +48.9% | |||
| YPF Luz ON 2032 | YFCJD | 165,000 | $1.080 | $178k | 3.7% | +$6k | +3.3% | +$17k | +10.2% | |||
| Rep. Argentina 2030 | AL30D | 930,000 | $0.563 | $523k | 10.9% | −$98k | -15.8% | +$16k | +3.2% | |||
| YPF | YPFD | 1,800 | ARS 8,065 | $9k | 0.2% | +$3k | +42.9% | −$51k | -84.5% |
| Nvidia | NVDA | 9,500 | $229.28 | $2.18M | 45.4% | +$349k | +19.1% | +$1.08M | +97.7% | |||
| Invesco QQQ | QQQ | 700 | $751.27 | $526k | 11.0% | +$98k | +23.0% | +$177k | +50.9% | |||
| Pampa Energía | PAMP | 40,000 | ARS 5,190 | $135k | 2.8% | +$34k | +34.5% | +$50k | +59.7% | |||
| TGS | TGSU2 | 19,000 | ARS 8,340 | $103k | 2.1% | +$19k | +22.5% | +$34k | +48.9% | |||
| YPF Luz ON 2032 | YFCJD | 165,000 | $1.080 | $178k | 3.7% | +$6k | +3.3% | +$17k | +10.2% | |||
| Rep. Argentina 2030 | AL30D | 930,000 | $0.563 | $523k | 10.9% | −$31k | -5.5% | +$16k | +3.2% | |||
| YPF | YPFD | 1,800 | ARS 8,065 | $9k | 0.2% | +$5k | +106.2% | −$51k | -84.5% |
| Nvidia | NVDA | 9,500 | $229.28 | $2.18M | 45.4% | +$897k | +70.1% | +$1.08M | +97.7% | |||
| Invesco QQQ | QQQ | 700 | $751.27 | $526k | 11.0% | +$181k | +52.5% | +$177k | +50.9% | |||
| Pampa Energía | PAMP | 40,000 | ARS 5,190 | $135k | 2.8% | +$55k | +70.2% | +$50k | +59.7% | |||
| TGS | TGSU2 | 19,000 | ARS 8,340 | $103k | 2.1% | +$42k | +68.3% | +$34k | +48.9% | |||
| YPF Luz ON 2032 | YFCJD | 165,000 | $1.080 | $178k | 3.7% | +$6k | +3.3% | +$17k | +10.2% | |||
| Rep. Argentina 2030 | AL30D | 930,000 | $0.563 | $523k | 10.9% | +$258k | +97.3% | +$16k | +3.2% | |||
| YPF | YPFD | 1,800 | ARS 8,065 | $9k | 0.2% | +$6k | +185.0% | −$51k | -84.5% |
| US Tech | $2.18M | 45.4% | ▲+19.1% | |
| $2.18M | 45.4% | 🇺🇸 | ▲+19.1% | |
| Argentine equities | $247k | 5.1% | ▲+32.2% | |
| $135k | 2.8% | 🇦🇷 | ▲+34.5% | |
| $103k | 2.1% | 🇦🇷 | ▲+22.5% | |
| $9k | 0.2% | 🇦🇷 | ▲+106.2% |
| $485k | 10.1% | 🇦🇷 | ▲+1.1% | |
| $435k | 9.1% | 🇦🇷 | ▲+1.1% |
| Sovereign | $523k | 10.9% | ▼-5.5% | |
| $523k | 10.9% | 🇦🇷 | ▼-5.5% | |
| Corporate | $178k | 3.7% | ▲+3.3% | |
| $178k | 3.7% | 🇦🇷 | ▲+3.3% |
| $526k | 11.0% | 🇺🇸 | ▲+23.0% |
| $185k | 3.9% | 🇺🇸 | ||
| $41k | 0.9% | 🇦🇷 |
| Equity | $2.42M | 50.5% | |
| Real estate | $920k | 19.2% | |
| ETF | $526k | 11.0% | |
| Sovereign bond | $523k | 10.9% | |
| Cash | $226k | 4.7% | |
| Corp bond | $178k | 3.7% |
| $2.89M | 60.2% | ||
| Real estate | $920k | 19.2% | |
| $701k | 14.6% | ||
| $247k | 5.1% | ||
| $41k | 0.9% |
| 🌍Global / US | $2.89M | 60.2% | |
| 🇦🇷Argentina | $1.91M | 39.8% |
| USD | $4.51M | 94.0% | |
| ARS | $288k | 6.0% |
| Category | Now | Index | Shift | Tax if sold | Suggested action |
|---|---|---|---|---|---|
| US stocks | 45.4% | 15.0% | -30.4% | ~$108.1k | Cap with options collar or covered call — no sale, no tax event |
| Index funds | 11.0% | 50.0% | +39.0% | Add ~$1,871.3k via Invesco QQQ | |
| AR stocks | 5.1% | 0.0% | -5.1% | ~$4.9k | Cap with options collar or covered call — no sale, no tax event |
| Bonds | 14.6% | 13.0% | -1.6% | Cap with options collar or covered call — no sale, no tax event | |
| Cash | 4.7% | 7.0% | +2.3% | Add ~$110.4k via Cash | |
| Real estate | 19.2% | 15.0% | -4.2% | Cap with options collar or covered call — no sale, no tax event · illiquid — adjust through the liquid sleeves instead |
| Property | Where | Deed | Official | Market |
|---|---|---|---|---|
| Buenos Aires | $320k 2021 | $210k | $435k | |
| Cariló | $350k 2022 | $160k | $485k |
| Source | Amount | Share of net | Ready in | Cost to tap | Situation |
|---|---|---|---|---|---|
| ~$41k | 0.9% | instant | spendable now | ||
| Sell securities → AR | ~$2.70M | 56.4% | ~4 business days | ~7.5% | sell a slice, wire to AR · 15% tax on the gain |
| Margin / portfolio credit | ~$885k | 18.4% | ~4 business days | borrow, nothing sold · 6% a year | |
| ~$185k | 3.9% | ~5 business days | ~0.5% | wire to AR, no tax | |
| Real estate | ~$920k | 19.2% | ~6 months | ~8% | credit against the deed, no sale |
| Estimated annual tax | $0 |
| Taxable | |
|---|---|
| Taxable real estate | $160,000 |
| Exempt | |
| AR shares + bonds/ONs | $949,351 |
| AR-bank deposits | $41,694 |
| Main home | $210,000 |
| Venue | Type | Metric | Rate | vs mkt | Rating | Assets |
|---|---|---|---|---|---|---|
| broker | Equity comm. / side | 0.005% | 0.05× | $2.89M | ||
| broker | Equity comm. / side | 0.6% | 6.00× | $701k | ||
| broker | Equity comm. / side | 0.5% | 5.00× | $247k |
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 $2,889,049 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