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IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20

Currency in USD · Last updated May 23, 2025

Mezcla Estrategia Tom Nash y Jon CIC

Asset Allocation

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

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%
IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC2018.80%15.66%27.14%122.80%N/AN/A
Portfolio components:
SPY
SPDR S&P 500 ETF		-0.89%8.16%-2.13%11.51%16.09%12.57%
PLTR
Palantir Technologies Inc.		63.04%22.31%91.62%495.13%N/AN/A
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 IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.70%-8.09%-1.25%14.27%8.38%18.80%
2024-6.00%23.00%2.35%-5.01%3.49%3.71%5.78%1.77%11.00%5.74%33.08%6.37%115.77%
202322.73%3.10%8.67%-5.61%19.63%10.44%8.59%-11.45%0.62%-0.89%17.63%-0.40%92.62%
2022-11.89%-0.66%9.05%-13.61%-8.70%-10.75%11.89%-9.00%-3.68%-0.07%-3.38%-9.33%-42.31%
202113.88%-4.16%8.83%1.66%-12.56%1.69%1.98%8.84%-4.04%22.24%-4.75%-7.65%22.96%
20204.37%53.66%12.20%79.95%

Expense Ratio

IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20 has an expense ratio of 0.10%, 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 98, IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20 is among the top 2% 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 IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20 is 9898
Overall Rank
The Sharpe Ratio Rank of IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20 is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20 is 9999
Sortino Ratio Rank
The Omega Ratio Rank of IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20 is 9898
Omega Ratio Rank
The Calmar Ratio Rank of IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20 is 9797
Calmar Ratio Rank
The Martin Ratio Rank of IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20 is 9898
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
SPY
SPDR S&P 500 ETF		0.570.551.080.051.04
PLTR
Palantir Technologies Inc.		6.844.811.649.0931.96
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.

IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20 Sharpe ratios as of May 23, 2025 (values are recalculated daily):

  • 1-Year: 3.60
  • All Time: 1.48

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 IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20 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

IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20 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:
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%
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%
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 IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20. 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 IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20 was 53.00%, occurring on Dec 28, 2022. Recovery took 411 trading sessions.

The current IMPORTANTE SPY20 PLTR20 TSLA20 GLD20 BTC20 drawdown is 1.06%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-53%Nov 9, 2021415Dec 28, 2022411Feb 12, 2024826
-23.18%Feb 19, 202549Apr 8, 202535May 13, 202584
-22.15%Feb 10, 2021160Jul 19, 202188Oct 15, 2021248
-13.46%Jul 17, 202420Aug 5, 202416Aug 21, 202436
-8.88%Dec 26, 202419Jan 13, 202522Feb 4, 202541

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 5.00, reflecting the diversification based on asset allocation. This number of effective assets indicates a moderate level of diversification, where some assets may have a more significant influence on overall performance.

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
^GSPC1.000.120.340.560.541.000.66
GLD0.121.000.080.040.070.120.17
BTC-USD0.340.081.000.240.220.280.67
TSLA0.560.040.241.000.470.500.65
PLTR0.540.070.220.471.000.500.71
SPY1.000.120.280.500.501.000.59
Portfolio0.660.170.670.650.710.591.00
The correlation results are calculated based on daily price changes starting from Oct 1, 2020