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MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25

Last updated May 3, 2025

Adaptación Cartera Tom Nash y Jon CIC: 50% renta variable, 25% oro 25% BTC Mejor rentabilidad que la que reparte entre 5 partes iguales 20%.

Asset Allocation

GLD 25%BTC-USD 25%PLTR 20%SPY 20%TSLA 10%CommodityCommodityCryptocurrencyCryptocurrencyEquityEquity
PositionCategory/SectorTarget Weight
BTC-USD
Bitcoin
25%
GLD
SPDR Gold Trust		Precious Metals, Gold
25%
PLTR
Palantir Technologies Inc.		Technology
20%
SPY
SPDR S&P 500 ETF		Large Cap Growth Equities
20%
TSLA
Tesla, Inc.		Consumer Cyclical
10%

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced every year.

0.00%100.00%200.00%300.00%400.00%500.00%December2025FebruaryMarchAprilMay
543.05%
69.10%
MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25
Benchmark (^GSPC)
Portfolio components

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

Returns By Period

YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500		-3.31%0.28%-0.74%12.29%15.01%10.56%
MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC2515.91%14.40%60.05%113.82%N/AN/A
Portfolio components:
PLTR
Palantir Technologies Inc.		64.33%42.12%196.47%451.13%N/AN/A
SPY
SPDR S&P 500 ETF		-3.01%0.40%-0.12%13.65%16.65%12.45%
TSLA
Tesla, Inc.		-28.88%1.57%15.35%59.55%43.90%33.97%
GLD
SPDR Gold Trust		23.07%3.41%18.03%39.81%13.31%10.07%
BTC-USD
Bitcoin		3.28%16.98%38.87%63.20%61.12%82.48%
*Annualized

Monthly Returns

The table below presents the monthly returns of MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20256.49%-6.30%0.02%14.07%1.82%15.91%
2024-3.57%24.12%4.50%-5.86%4.28%2.39%4.87%1.85%9.82%6.67%31.46%4.98%117.09%
202320.94%0.73%10.53%-2.91%16.50%8.12%8.51%-12.10%1.09%3.29%16.38%-0.01%90.83%
2022-11.67%0.96%7.04%-12.55%-8.28%-11.30%9.10%-8.97%-3.60%1.62%-1.91%-5.92%-39.03%
202113.18%-1.10%10.82%1.07%-13.70%0.21%3.03%8.91%-5.05%20.50%-5.66%-8.07%20.73%
20206.69%50.86%13.03%81.92%

Expense Ratio

MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25 has an expense ratio of 0.12%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

SPY
SPDR S&P 500 ETF
Expense ratio chart for SPY: current value is 0.09%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
SPY: 0.09%
GLD
SPDR Gold Trust
Expense ratio chart for GLD: current value is 0.40%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
GLD: 0.40%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 99, MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25 is among the top 1% 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.

The Risk-Adjusted Performance Rank of MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25 is 9999
Overall Rank
The Sharpe Ratio Rank of MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25 is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25 is 9999
Sortino Ratio Rank
The Omega Ratio Rank of MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25 is 9898
Omega Ratio Rank
The Calmar Ratio Rank of MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25 is 9797
Calmar Ratio Rank
The Martin Ratio Rank of MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25 is 9999
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.

The chart of Sharpe ratio for Portfolio, currently valued at 4.12, compared to the broader market-4.00-2.000.002.004.00
Portfolio: 4.12
^GSPC: 0.67
The chart of Sortino ratio for Portfolio, currently valued at 4.90, compared to the broader market-6.00-4.00-2.000.002.004.00
Portfolio: 4.90
^GSPC: 1.05
The chart of Omega ratio for Portfolio, currently valued at 1.57, compared to the broader market0.400.600.801.001.201.401.60
Portfolio: 1.57
^GSPC: 1.16
The chart of Calmar ratio for Portfolio, currently valued at 3.63, compared to the broader market0.002.004.006.00
Portfolio: 3.63
^GSPC: 0.68
The chart of Martin ratio for Portfolio, currently valued at 19.56, compared to the broader market0.005.0010.0015.0020.0025.00
Portfolio: 19.56
^GSPC: 2.70
Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
PLTR
Palantir Technologies Inc.		7.895.511.7311.5739.43
SPY
SPDR S&P 500 ETF		0.120.331.050.020.48
TSLA
Tesla, Inc.		0.611.451.170.331.79
GLD
SPDR Gold Trust		2.583.461.451.9913.85
BTC-USD
Bitcoin		1.612.251.231.327.03

The current MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25 Sharpe ratio is 4.12. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Compared to the broad market, where average Sharpe ratios range from 0.55 to 1.08, this portfolio's current Sharpe ratio is in the top 25%, it signifies superior risk-adjusted performance. This means that for the level of risk undertaken, the portfolio is generating impressive returns compared to most others.

Use the chart below to compare the Sharpe ratio of MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25 with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.001.002.003.004.005.006.00December2025FebruaryMarchAprilMay
4.12
0.67
MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield

MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25 provided a 0.25% dividend yield over the last twelve months.

TTM20242023202220212020201920182017201620152014
Portfolio0.25%0.24%0.28%0.33%0.24%0.30%0.35%0.41%0.36%0.41%0.41%0.37%
Portfolio components:
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%
SPY
SPDR S&P 500 ETF		1.26%1.21%1.40%1.65%1.20%1.52%1.75%2.04%1.80%2.03%2.06%1.87%
TSLA
Tesla, 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%
GLD
SPDR Gold Trust		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BTC-USD
Bitcoin		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%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.

-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-0.05%
-7.45%
MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25. 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 MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25 was 50.93%, occurring on Dec 28, 2022. Recovery took 406 trading sessions.

The current MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25 drawdown is 0.05%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-50.93%Nov 9, 2021415Dec 28, 2022406Feb 7, 2024821
-23.95%Apr 14, 202197Jul 19, 202188Oct 15, 2021185
-20.8%Feb 19, 202549Apr 8, 2025———
-13.67%Feb 22, 20217Feb 28, 202144Apr 13, 202151
-12.5%Jul 17, 202420Aug 5, 202416Aug 21, 202436

Volatility

Volatility Chart

The current MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25 volatility is 13.13%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
13.13%
14.17%
MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25
Benchmark (^GSPC)
Portfolio components

Diversification

Diversification Metrics

Number of Effective Assets
1.002.003.004.005.00
Effective Assets: 4.65

The portfolio contains 5 assets, with an effective number of assets of 4.65, 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.
^GSPCGLDBTC-USDTSLAPLTRSPYPortfolio
^GSPC1.000.140.340.560.541.000.63
GLD0.141.000.080.050.090.130.20
BTC-USD0.340.081.000.250.220.290.75
TSLA0.560.050.251.000.470.500.55
PLTR0.540.090.220.471.000.500.68
SPY1.000.130.290.500.501.000.56
Portfolio0.630.200.750.550.680.561.00
The correlation results are calculated based on daily price changes starting from Oct 1, 2020