definitivo semana 1

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

definitivo semana 1

Currency in USD · Last updated May 25, 2025

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Asset Allocation

Position	Category/Sector	Target Weight
AMD Advanced Micro Devices, Inc.	Technology	1.28%
AZO AutoZone, Inc.	Consumer Cyclical	30.41%
BABA Alibaba Group Holding Limited	Consumer Cyclical	1.68%
BLK BlackRock, Inc.	Financial Services	0.15%
BYDDY BYD Company Limited ADR	Consumer Cyclical	11.30%
COST Costco Wholesale Corporation	Consumer Defensive	0.06%
GOOGL Alphabet Inc Class A	Communication Services	12.56%
HWM Howmet Aerospace Inc.	Industrials	2.58%
MA Mastercard Inc	Financial Services	6.24%
PLTR Palantir Technologies Inc.	Technology	0.28%
SSUN.F Samsung Electronics Co., Ltd.	Technology	0.02%
TM Toyota Motor Corporation	Consumer Cyclical	6.07%
WMT Walmart Inc.	Consumer Defensive	27.37%

Benchmark

S&P 500

Rebalance

Performance

Performance Chart

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The earliest data available for this chart is Sep 30, 2020, corresponding to the inception date of PLTR

Returns By Period

	YTD	1M	6M	1Y	5Y*	10Y*
^GSPC S&P 500	-1.34%	5.80%	-2.79%	9.39%	14.45%	10.68%
definitivo semana 1	16.51%	5.69%	20.80%	41.61%	N/A	N/A
Portfolio components:
AMD Advanced Micro Devices, Inc.	-8.68%	16.77%	-20.27%	-33.69%	14.86%	47.78%
MA Mastercard Inc	7.36%	5.25%	8.54%	25.65%	14.47%	20.62%
BLK BlackRock, Inc.	-5.53%	5.12%	-6.10%	26.03%	16.23%	13.02%
WMT Walmart Inc.	7.18%	0.76%	7.31%	48.87%	20.08%	16.69%
COST Costco Wholesale Corporation	10.33%	3.52%	4.87%	25.19%	29.35%	23.70%
AZO AutoZone, Inc.	19.50%	6.01%	23.46%	37.01%	27.79%	18.71%
TM Toyota Motor Corporation	-6.33%	-2.31%	4.53%	-14.72%	11.87%	5.80%
PLTR Palantir Technologies Inc.	63.04%	14.41%	91.62%	486.91%	N/A	N/A
GOOGL Alphabet Inc Class A	-10.90%	5.77%	2.49%	-3.27%	19.09%	19.99%
BABA Alibaba Group Holding Limited	42.39%	1.21%	45.23%	49.84%	-9.18%	2.92%
BYDDY BYD Company Limited ADR	74.00%	15.72%	77.10%	124.77%	61.82%	24.45%
SSUN.F Samsung Electronics Co., Ltd.	4.88%	-0.37%	-6.66%	-27.58%	0.66%	7.66%
HWM Howmet Aerospace Inc.	51.16%	23.75%	39.58%	95.45%	68.32%	N/A

*Annualized

Monthly Returns

The table below presents the monthly returns of definitivo semana 1, 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	6.01%	3.69%	-1.22%	2.88%	4.30%								16.51%
2024	2.25%	7.98%	4.29%	-1.67%	2.73%	3.71%	2.18%	4.01%	3.58%	-0.44%	4.53%	2.06%	41.06%
2023	6.37%	-3.46%	5.00%	3.81%	-2.10%	5.83%	3.85%	0.22%	-1.32%	-1.58%	1.70%	1.62%	21.14%
2022	-4.02%	-3.01%	5.01%	-3.20%	0.02%	-0.81%	3.53%	-3.89%	-6.61%	8.48%	7.17%	-5.86%	-4.51%
2021	-1.60%	-0.03%	6.53%	3.75%	1.26%	6.10%	4.88%	0.79%	-0.71%	6.78%	-1.13%	5.16%	36.10%
2020										1.62%	8.53%	2.86%	13.44%

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Expense Ratio

definitivo semana 1 has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

The portfolio doesn't include any funds that charge management fees.

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 97, definitivo semana 1 is among the top 3% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

Portfolio components

	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
AMD Advanced Micro Devices, Inc.	-0.59	-0.76	0.91	-0.54	-1.10
MA Mastercard Inc	1.20	1.78	1.26	1.60	6.88
BLK BlackRock, Inc.	0.97	1.57	1.23	1.16	3.67
WMT Walmart Inc.	2.06	2.74	1.38	2.19	7.14
COST Costco Wholesale Corporation	1.23	1.63	1.22	1.46	4.18
AZO AutoZone, Inc.	1.75	2.49	1.31	2.60	12.48
TM Toyota Motor Corporation	-0.46	-0.57	0.93	-0.41	-1.13
PLTR Palantir Technologies Inc.	6.61	5.08	1.69	10.34	34.69
GOOGL Alphabet Inc Class A	-0.08	0.13	1.02	-0.06	-0.13
BABA Alibaba Group Holding Limited	1.10	1.83	1.24	0.72	3.50
BYDDY BYD Company Limited ADR	2.70	2.96	1.39	3.25	9.91
SSUN.F Samsung Electronics Co., Ltd.	-0.79	-0.86	0.91	-0.45	-0.88
HWM Howmet Aerospace Inc.	2.56	3.17	1.46	4.93	18.42

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

definitivo semana 1 Sharpe ratios as of May 25, 2025 (values are recalculated daily):

1-Year: 2.54
All Time: 1.54

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 0.49 to 1.03, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of definitivo semana 1 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend yield

definitivo semana 1 provided a 0.53% dividend yield over the last twelve months.

	TTM	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Portfolio	0.53%	0.66%	0.68%	0.66%	0.61%	0.62%	0.77%	0.92%	0.84%	1.17%	1.10%	0.83%
Portfolio components:
AMD Advanced Micro Devices, 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%
MA Mastercard Inc	0.50%	0.50%	0.53%	0.56%	0.49%	0.45%	0.44%	0.53%	0.58%	0.74%	0.66%	0.51%
BLK BlackRock, Inc.	2.13%	1.99%	2.46%	2.75%	1.80%	2.01%	2.63%	3.06%	1.95%	2.41%	2.56%	2.16%
WMT Walmart Inc.	0.92%	0.92%	1.45%	1.58%	1.52%	1.50%	1.78%	2.23%	2.07%	2.89%	3.20%	2.24%
COST Costco Wholesale Corporation	0.47%	0.49%	2.87%	0.76%	0.54%	3.38%	0.86%	1.08%	4.81%	1.09%	4.06%	0.97%
AZO AutoZone, 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%
TM Toyota Motor Corporation	1.43%	2.81%	2.45%	2.90%	2.45%	2.74%	2.86%	3.40%	2.96%	3.23%	2.96%	2.57%
PLTR Palantir Technologies 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%
GOOGL Alphabet Inc Class A	0.47%	0.32%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
BABA Alibaba Group Holding Limited	0.55%	0.78%	1.29%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
BYDDY BYD Company Limited ADR	0.73%	1.26%	0.58%	0.06%	0.07%	0.03%	0.60%	0.35%	0.30%	1.04%	0.00%	0.21%
SSUN.F Samsung Electronics Co., Ltd.	2.45%	3.15%	2.21%	2.60%	2.03%	4.24%	3.73%	4.50%	2.08%	1.97%	1.90%	2.09%
HWM Howmet Aerospace Inc.	0.22%	0.24%	0.31%	0.25%	0.13%	0.05%	0.30%	1.09%	0.68%	0.37%	0.00%	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.

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Worst Drawdowns

The table below displays the maximum drawdowns of the definitivo semana 1. 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 definitivo semana 1 was 15.31%, occurring on May 20, 2022. Recovery took 62 trading sessions.

The current definitivo semana 1 drawdown is 0.56%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-15.31%	Apr 21, 2022	22	May 20, 2022	62	Aug 16, 2022	84
-14.65%	Aug 17, 2022	33	Sep 30, 2022	87	Feb 1, 2023	120
-12.35%	Feb 17, 2025	37	Apr 8, 2025	16	May 1, 2025	53
-12.05%	Jan 5, 2022	45	Mar 8, 2022	22	Apr 7, 2022	67
-8.79%	Feb 10, 2021	17	Mar 4, 2021	21	Apr 5, 2021	38

Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 13 assets, with an effective number of assets of 4.89, 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

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	^GSPC	SSUN.F	AZO	BABA	WMT	BYDDY	TM	PLTR	HWM	COST	AMD	MA	GOOGL	BLK	Portfolio
^GSPC	1.00	0.33	0.35	0.35	0.40	0.31	0.49	0.54	0.59	0.60	0.64	0.65	0.71	0.74	0.71
SSUN.F	0.33	1.00	0.08	0.24	0.04	0.24	0.26	0.18	0.21	0.15	0.29	0.21	0.22	0.29	0.26
AZO	0.35	0.08	1.00	0.05	0.29	0.07	0.20	0.07	0.26	0.36	0.16	0.31	0.17	0.30	0.63
BABA	0.35	0.24	0.05	1.00	0.10	0.50	0.25	0.31	0.18	0.14	0.31	0.27	0.30	0.29	0.40
WMT	0.40	0.04	0.29	0.10	1.00	0.10	0.18	0.18	0.21	0.59	0.15	0.30	0.25	0.33	0.57
BYDDY	0.31	0.24	0.07	0.50	0.10	1.00	0.21	0.28	0.18	0.16	0.31	0.22	0.28	0.26	0.55
TM	0.49	0.26	0.20	0.25	0.18	0.21	1.00	0.31	0.37	0.26	0.37	0.35	0.34	0.40	0.45
PLTR	0.54	0.18	0.07	0.31	0.18	0.28	0.31	1.00	0.32	0.30	0.48	0.30	0.40	0.39	0.39
HWM	0.59	0.21	0.26	0.18	0.21	0.18	0.37	0.32	1.00	0.30	0.34	0.43	0.33	0.48	0.46
COST	0.60	0.15	0.36	0.14	0.59	0.16	0.26	0.30	0.30	1.00	0.37	0.42	0.42	0.44	0.58
AMD	0.64	0.29	0.16	0.31	0.15	0.31	0.37	0.48	0.34	0.37	1.00	0.37	0.54	0.43	0.47
MA	0.65	0.21	0.31	0.27	0.30	0.22	0.35	0.30	0.43	0.42	0.37	1.00	0.45	0.54	0.55
GOOGL	0.71	0.22	0.17	0.30	0.25	0.28	0.34	0.40	0.33	0.42	0.54	0.45	1.00	0.48	0.59
BLK	0.74	0.29	0.30	0.29	0.33	0.26	0.40	0.39	0.48	0.44	0.43	0.54	0.48	1.00	0.55
Portfolio	0.71	0.26	0.63	0.40	0.57	0.55	0.45	0.39	0.46	0.58	0.47	0.55	0.59	0.55	1.00

The correlation results are calculated based on daily price changes starting from Oct 1, 2020

Go to the full Correlations tool for more customization options

Performance Analysis

Risk Analysis

Optimization

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definitivo semana 1

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Expense Ratio

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

Risk-Adjusted Performance Indicators

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table

Performance Analysis

Risk Analysis

Optimization

Factor Model

Portfolios

Screeners

Community