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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

Currency in USD · Last updated May 23, 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%

S&P 500

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

YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500		-1.34%7.94%-2.79%10.16%14.45%10.68%
MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC2522.68%13.92%29.48%118.76%N/AN/A
Portfolio components:
PLTR
Palantir Technologies Inc.		63.04%22.31%91.62%495.13%N/AN/A
SPY
SPDR S&P 500 ETF		-0.89%8.16%-2.13%11.51%16.09%12.57%
TSLA
Tesla, Inc.		-15.97%35.34%-3.75%95.31%44.18%35.31%
GLD
SPDR Gold Trust		27.93%2.01%23.98%43.59%13.67%10.52%
BTC-USD
Bitcoin		19.53%19.18%12.80%64.40%64.72%85.05%
*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%7.77%22.68%
2024-3.57%24.12%4.50%-5.86%4.28%2.40%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
GLD
SPDR Gold Trust

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 9999
Omega Ratio Rank
The Calmar Ratio Rank of MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25 is 9898
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.

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
PLTR
Palantir Technologies Inc.		6.844.811.649.0931.96
SPY
SPDR S&P 500 ETF		0.570.551.080.051.04
TSLA
Tesla, Inc.		1.321.871.220.632.70
GLD
SPDR Gold Trust		2.453.271.422.1313.40
BTC-USD
Bitcoin		1.303.341.352.7812.75

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.

MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25 Sharpe ratios as of May 23, 2025 (values are recalculated daily):

  • 1-Year: 3.76
  • All Time: 1.63

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 0.47 to 0.99, 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 MUY IMPORTANTE PACO PLTR20 SPY20 TSLA10 GLD 25 BTC25 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.

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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		1.24%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.

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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 0.55%.

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, 202524May 2, 202573
-13.67%Feb 22, 20217Feb 28, 202144Apr 13, 202151
-12.5%Jul 17, 202420Aug 5, 202416Aug 21, 202436

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 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
^GSPC1.000.120.340.560.541.000.63
GLD0.121.000.080.040.070.120.19
BTC-USD0.340.081.000.240.220.280.75
TSLA0.560.040.241.000.470.500.55
PLTR0.540.070.220.471.000.500.68
SPY1.000.120.280.500.501.000.56
Portfolio0.630.190.750.550.680.561.00
The correlation results are calculated based on daily price changes starting from Oct 1, 2020