Data Source: from March 2010 to March 2023 (~13 years)
Consolidated Returns as of 31 March 2023
Consolidated Returns as of 31 March 2023
PORTFOLIO • LIVE PERFORMANCE (USD currency)
7.53%
March 2023
The Gyroscopic Investing Desert Portfolio 2x Leveraged is a Medium Risk portfolio and can be implemented with 3 ETFs.
It's exposed for 30% on the Stock Market and for 10% on Commodities.
In the last 10 Years, the Gyroscopic Investing Desert Portfolio 2x Leveraged obtained a 6.68% compound annual return, with a 12.80% standard deviation.
Asset Allocation and ETFs
The Gyroscopic Investing Desert Portfolio 2x Leveraged has the following asset allocation:
The Gyroscopic Investing Desert Portfolio 2x Leveraged can be implemented with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 30.00 % | SSO | ProShares Ultra S&P 500 | 2x, Equity, U.S., Large Cap | |
| 60.00 % | UST | ProShares Ultra 7-10 Year Treasury | 2x, Bond, U.S., Intermediate-Term | |
| 10.00 % | UGL | ProShares Ultra Gold | 2x, Commodity, Gold |
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.
Portfolio and ETF Returns as of Mar 31, 2023
The Gyroscopic Investing Desert Portfolio 2x Leveraged guaranteed the following returns.
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
- the reinvestment of dividends
GYROSCOPIC INVESTING DESERT PORTFOLIO 2X LEVERAGED RETURNS
Consolidated returns as of 31 March 2023
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of Mar 31, 2023 |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | Apr 2023 | 1M | 6M | 1Y | 5Y | 10Y |
MAX
(~13Y) |
|
| Gyroscopic Investing Desert Portfolio 2x Leveraged | n.a. | n.a. | 7.53 | 14.50 | -16.44 | 5.50 | 6.68 | 9.63 | |
| US Inflation Adjusted return | 7.53 | 12.96 | -20.14 | 1.63 | 3.98 | 6.92 | |||
| Components | |||||||||
|
SSO ProShares Ultra S&P 500 |
n.a. | - | n.a. | 6.65 | 26.90 | -23.17 | 14.21 | 19.12 | 11.89 |
|
UST ProShares Ultra 7-10 Year Treasury |
n.a. | - | n.a. | 6.71 | 5.97 | -15.44 | -1.10 | -0.15 | 3.44 |
|
UGL ProShares Ultra Gold |
n.a. | - | n.a. | 15.32 | 34.29 | -4.72 | 8.69 | -1.98 | 4.96 |
Returns over 1 year are annualized | Available data source: since Mar 2010
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Feb 2023. Waiting for updates, inflation of Mar 2023 is set to 0%. Current inflation (annualized) is 1Y: 4.64% , 5Y: 3.81% , 10Y: 2.60%
Live update: World Markets and Indexes
Portfolio Metrics as of Mar 31, 2023
Metrics of Gyroscopic Investing Desert Portfolio 2x Leveraged, updated as of 31 March 2023.
Portfolio metrics are calculated based on monthly returns, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
- the reinvestment of dividends
GYROSCOPIC INVESTING DESERT PORTFOLIO 2X LEVERAGED
Portfolio Metrics
Data Source: 1 March 2010 - 31 March 2023 (~13 years)
Swipe left to see all data
| Metrics as of Mar 31, 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
MAX
(~13Y) |
|
| Portfolio Return (%) |
7.53 | 8.77 | 14.50 | -16.44 | 0.71 | 5.50 | 6.68 | 9.63 |
| US Inflation (%) | 0.00 | 1.36 | 1.36 | 4.64 | 5.24 | 3.81 | 2.60 | 2.54 |
| Infl. Adjusted Return (%) |
7.53 | 7.30 | 12.96 | -20.14 | -4.30 | 1.63 | 3.98 | 6.92 |
| Waiting for updates, inflation of Mar 2023 is temporarily set to 0%. Returns / Inflation rates over 1 year are annualized. | ||||||||
| RISK INDICATORS | ||||||||
| Standard Deviation (%) | 25.97 | 18.37 | 15.59 | 12.80 | 11.92 | |||
| Sharpe Ratio | -0.73 | 0.00 | 0.27 | 0.47 | 0.47 | |||
| Sortino Ratio | -1.06 | 0.00 | 0.36 | 0.62 | 0.63 | |||
| MAXIMUM DRAWDOWN | ||||||||
| Drawdown Depth (%) | -27.02 | -34.04 | -34.04 | -34.04 | -34.04 | |||
| Start (yyyy mm) | 2022 04 | 2022 01 | 2022 01 | 2022 01 | 2022 01 | |||
| Bottom (yyyy mm) | 2022 09 | 2022 09 | 2022 09 | 2022 09 | 2022 09 | |||
| Start to Bottom (# months) | 6 | 9 | 9 | 9 | 9 | |||
| Start to Recovery (# months) in progress |
> 12
|
> 15
|
> 15
|
> 15
|
> 15
|
|||
| ROLLING PERIOD RETURNS - Annualized | ||||||||
| Best Return (%) | 30.15 | 21.11 | 16.96 | 13.25 | ||||
| Worst Return (%) | -30.73 | -2.57 | 2.85 | 5.55 | ||||
| % Positive Periods | 87% | 96% | 100% | 100% | ||||
| MONTHS | ||||||||
| Positive | 1 | 2 | 4 | 5 | 20 | 35 | 72 | 102 |
| Negative | 0 | 1 | 2 | 7 | 16 | 25 | 48 | 55 |
| % Positive | 100% | 67% | 67% | 42% | 56% | 58% | 60% | 65% |
| WITHDRAWAL RATES (WR) | ||||||||
| Safe WR (%) | 35.28 | 24.21 | 13.87 | 15.25 | ||||
| Perpetual WR (%) | 0.00 | 1.60 | 3.83 | 6.47 | ||||
- Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio
- Standard Deviation: it's a measure of the dispersion of returns around the mean
- Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
- Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
- Maximum Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.
- Rolling Returns: returns over a time frame (best, worst, % of positive returns).
- Pos./Neg. Months: number of months with positive/negative return.
- Safe Withdrawal Rate (SWR): it's the percentage of the original portfolio balance that can be withdrawn at the end of each year with inflation adjustment, without the portfolio running out of money (dollar amount withdrawal).
- Perpetual Withdrawal Rate (PWR): it's the percentage of portfolio balance that can be withdrawn at the end of each year, while retaining the inflation adjusted portfolio balance (percentage withdrawal).
Portfolio Components Correlation
Correlation measures to what degree the returns of the two assets move in relation to each other.
Correlation coefficient is a numerical value between -1 and +1.
If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.
If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.
COMPONENTS MONTHLY CORRELATIONS
Monthly correlations as of 31 March 2023
Swipe left to see all data
|
|
|
|
||
|---|---|---|---|---|
| Asset | SSO | UST | UGL | |
| SSO |
1.00
|
0.77
|
0.39
|
|
| UST |
0.77
|
1.00
|
0.70
|
|
| UGL |
0.39
|
0.70
|
1.00
|
|
|
|
|
||
|---|---|---|---|---|
| Asset | SSO | UST | UGL | |
| SSO |
1.00
|
0.11
|
0.18
|
|
| UST |
0.11
|
1.00
|
0.44
|
|
| UGL |
0.18
|
0.44
|
1.00
|
|
|
|
|
||
|---|---|---|---|---|
| Asset | SSO | UST | UGL | |
| SSO |
1.00
|
0.01
|
0.07
|
|
| UST |
0.01
|
1.00
|
0.44
|
|
| UGL |
0.07
|
0.44
|
1.00
|
|
|
|
|
||
|---|---|---|---|---|
| Asset | SSO | UST | UGL | |
| SSO |
1.00
|
-0.15
|
0.08
|
|
| UST |
-0.15
|
1.00
|
0.36
|
|
| UGL |
0.08
|
0.36
|
1.00
|
Portfolio Dividends
In 2022, the Gyroscopic Investing Desert Portfolio 2x Leveraged granted a 0.29% dividend yield. If you are interested in getting periodic income, please refer to the Gyroscopic Investing Desert Portfolio 2x Leveraged: Dividend Yield page.
Readings that may interest you
Capital Growth as of Mar 31, 2023
An investment of 1000$, since April 2013,
now would be worth 1909.50$, with a total return of 90.95% (6.68% annualized).
The Inflation Adjusted Capital now would be 1477.47$, with a net total return of 47.75% (3.98% annualized).
The Inflation Adjusted Capital now would be 1477.47$, with a net total return of 47.75% (3.98% annualized).
An investment of 1000$, since March 2010,
now would be worth 3329.64$, with a total return of 232.96% (9.63% annualized).
The Inflation Adjusted Capital now would be 2398.85$, with a net total return of 139.89% (6.92% annualized).
The Inflation Adjusted Capital now would be 2398.85$, with a net total return of 139.89% (6.92% annualized).
Drawdowns
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -34.04% | Jan 2022 | Sep 2022 | 9 | in progress | 6 | 15 |
| -10.03% | Aug 2016 | Nov 2016 | 4 | Jul 2017 | 8 | 12 |
| -8.09% | May 2013 | Jun 2013 | 2 | Oct 2013 | 4 | 6 |
| -7.55% | Feb 2018 | Oct 2018 | 9 | Mar 2019 | 5 | 14 |
| -6.85% | Feb 2015 | Aug 2015 | 7 | Mar 2016 | 7 | 14 |
| -6.04% | Sep 2020 | Oct 2020 | 2 | Dec 2020 | 2 | 4 |
| -5.79% | Sep 2021 | Sep 2021 | 1 | Dec 2021 | 3 | 4 |
| -5.23% | Jan 2021 | Mar 2021 | 3 | Apr 2021 | 1 | 4 |
| -3.61% | Feb 2020 | Mar 2020 | 2 | Apr 2020 | 1 | 3 |
| -3.41% | Sep 2014 | Sep 2014 | 1 | Nov 2014 | 2 | 3 |
| -1.97% | Jul 2014 | Jul 2014 | 1 | Aug 2014 | 1 | 2 |
| -1.28% | Sep 2017 | Sep 2017 | 1 | Nov 2017 | 2 | 3 |
| -1.15% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 |
| -1.08% | Sep 2019 | Sep 2019 | 1 | Oct 2019 | 1 | 2 |
| -0.92% | Mar 2014 | Mar 2014 | 1 | Apr 2014 | 1 | 2 |
| -0.80% | May 2016 | May 2016 | 1 | Jun 2016 | 1 | 2 |
| -0.18% | Dec 2013 | Dec 2013 | 1 | Jan 2014 | 1 | 2 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -34.04% | Jan 2022 | Sep 2022 | 9 | in progress | 6 | 15 |
| -10.03% | Aug 2016 | Nov 2016 | 4 | Jul 2017 | 8 | 12 |
| -8.09% | May 2013 | Jun 2013 | 2 | Oct 2013 | 4 | 6 |
| -7.55% | Feb 2018 | Oct 2018 | 9 | Mar 2019 | 5 | 14 |
| -6.85% | Feb 2015 | Aug 2015 | 7 | Mar 2016 | 7 | 14 |
| -6.04% | Sep 2020 | Oct 2020 | 2 | Dec 2020 | 2 | 4 |
| -5.79% | Sep 2021 | Sep 2021 | 1 | Dec 2021 | 3 | 4 |
| -5.23% | Jan 2021 | Mar 2021 | 3 | Apr 2021 | 1 | 4 |
| -3.61% | Feb 2020 | Mar 2020 | 2 | Apr 2020 | 1 | 3 |
| -3.56% | Sep 2011 | Sep 2011 | 1 | Oct 2011 | 1 | 2 |
| -3.41% | Sep 2014 | Sep 2014 | 1 | Nov 2014 | 2 | 3 |
| -2.65% | Oct 2012 | Oct 2012 | 1 | Mar 2013 | 5 | 6 |
| -2.11% | Jun 2011 | Jun 2011 | 1 | Jul 2011 | 1 | 2 |
| -1.97% | Jul 2014 | Jul 2014 | 1 | Aug 2014 | 1 | 2 |
| -1.87% | May 2012 | May 2012 | 1 | Jun 2012 | 1 | 2 |
| -1.52% | May 2010 | May 2010 | 1 | Jul 2010 | 2 | 3 |
| -1.28% | Sep 2017 | Sep 2017 | 1 | Nov 2017 | 2 | 3 |
| -1.15% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 |
| -1.08% | Sep 2019 | Sep 2019 | 1 | Oct 2019 | 1 | 2 |
| -0.96% | Nov 2010 | Nov 2010 | 1 | Feb 2011 | 3 | 4 |
Rolling Returns ( more details)
Gyroscopic Investing Desert Portfolio 2x Leveraged: annualized rolling and average returns
Swipe left to see all data
| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
9.96 |
30.15 Jan 2019 - Dec 2019 |
-30.73 Nov 2021 - Oct 2022 |
13.01% |
| 2 Years |
10.48 |
25.84 Jan 2019 - Dec 2020 |
-12.16 Oct 2020 - Sep 2022 |
7.46% |
| 3 Years |
10.46 |
21.11 Jan 2019 - Dec 2021 |
-2.57 Mar 2020 - Feb 2023 |
4.10% |
| 5 Years |
9.87 |
16.96 Mar 2010 - Feb 2015 |
2.85 Oct 2017 - Sep 2022 |
0.00% |
| 7 Years |
9.78 |
13.17 Mar 2010 - Feb 2017 |
4.65 Nov 2015 - Oct 2022 |
0.00% |
| 10 Years |
10.36 |
13.25 Aug 2010 - Jul 2020 |
5.55 Oct 2012 - Sep 2022 |
0.00% |
(*) Annualized rolling and average returns over full calendar month periods
If you need a deeper detail about rolling returns, please refer to the Gyroscopic Investing Desert Portfolio 2x Leveraged: Rolling Returns page.
Seasonality
In which months is it better to invest in Gyroscopic Investing Desert Portfolio 2x Leveraged?
Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Gain Frequency |
2.09
60% |
-2.03
20% |
1.10
40% |
0.20
60% |
1.04
60% |
0.65
60% |
4.00
100% |
0.36
80% |
-4.52
0% |
0.04
60% |
3.36
100% |
0.30
60% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
102.09
|
100.02
|
101.12
|
101.32
|
102.37
|
103.04
|
107.16
|
107.55
|
102.69
|
102.73
|
106.18
|
106.50
|
| Best |
8.6 2023 |
1.2 2019 |
7.5 2023 |
6.1 2020 |
2.6 2020 |
7.2 2019 |
7.7 2022 |
4.4 2019 |
-1.1 2019 |
5.3 2021 |
8.8 2022 |
3.2 2020 |
| Worst |
-5.9 2022 |
-6.8 2023 |
-3.0 2022 |
-10.5 2022 |
-1.1 2019 |
-6.2 2022 |
0.8 2019 |
-8.3 2022 |
-11.6 2022 |
-5.2 2018 |
0.2 2021 |
-4.8 2022 |
Monthly Seasonality over the period Apr 2018 - Mar 2023
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| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Gain Frequency |
2.30
80% |
-0.38
40% |
0.69
30% |
0.68
70% |
0.61
60% |
0.15
50% |
2.89
90% |
0.03
60% |
-2.33
30% |
0.90
70% |
1.61
80% |
0.17
60% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
102.30
|
101.91
|
102.61
|
103.31
|
103.94
|
104.10
|
107.10
|
107.14
|
104.64
|
105.58
|
107.28
|
107.46
|
| Best |
8.6 2023 |
4.2 2014 |
7.5 2023 |
6.1 2020 |
2.7 2014 |
7.2 2019 |
7.7 2022 |
4.7 2014 |
3.8 2013 |
5.3 2021 |
8.8 2022 |
3.2 2020 |
| Worst |
-5.9 2022 |
-6.8 2023 |
-3.0 2022 |
-10.5 2022 |
-2.8 2013 |
-6.2 2022 |
-2.0 2014 |
-8.3 2022 |
-11.6 2022 |
-5.2 2018 |
-4.9 2016 |
-4.8 2022 |
Monthly Seasonality over the period Apr 2013 - Mar 2023
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| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Gain Frequency |
2.36
85% |
0.01
54% |
0.89
50% |
1.40
77% |
0.34
54% |
0.18
54% |
3.00
92% |
0.80
69% |
-1.47
38% |
0.98
69% |
1.31
77% |
0.13
62% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
102.36
|
102.37
|
103.28
|
104.73
|
105.08
|
105.27
|
108.43
|
109.30
|
107.70
|
108.76
|
110.18
|
110.33
|
| Best |
8.6 2023 |
4.2 2014 |
7.5 2023 |
6.1 2020 |
2.7 2014 |
7.2 2019 |
7.7 2022 |
5.1 2011 |
5.6 2010 |
5.3 2021 |
8.8 2022 |
3.2 2020 |
| Worst |
-5.9 2022 |
-6.8 2023 |
-3.0 2022 |
-10.5 2022 |
-2.8 2013 |
-6.2 2022 |
-2.0 2014 |
-8.3 2022 |
-11.6 2022 |
-5.2 2018 |
-4.9 2016 |
-4.8 2022 |
Monthly Seasonality over the period Mar 2010 - Mar 2023
Monthly/Yearly Returns
Gyroscopic Investing Desert Portfolio 2x Leveraged data source starts from March 2010: let's focus on monthly and yearly returns.
We are providing two different views:
- Histogram: it shows the distribution of the returns recorded so far
- Plain Table: it shows the detailed monthly and yearly returns
MONTHLY RETURNS HISTOGRAM
Mar 2010 - Mar 2023
102 Positive Months (65%) - 55 Negative Months (35%)
MONTHLY RETURNS TABLE
Mar 2010 - Mar 2023
(Scroll down to see all data)
Swipe left to see all data
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2023 |
+8.77 | +7.30 | 8.6 | -6.8 | 7.5 | |||||||||
| 2022 |
-30.56 | -34.77 | -5.9 | -1.1 | -3.0 | -10.5 | -0.4 | -6.2 | 7.7 | -8.3 | -11.6 | 1.6 | 8.8 | -4.8 |
| 2021 |
+12.18 | +4.81 | -2.7 | -2.5 | -0.1 | 5.5 | 2.1 | 1.3 | 4.5 | 1.3 | -5.8 | 5.3 | 0.2 | 3.1 |
| 2020 |
+21.66 | +20.03 | 4.7 | -1.0 | -2.6 | 6.1 | 2.6 | 1.2 | 6.0 | 1.8 | -2.8 | -3.3 | 4.5 | 3.2 |
| 2019 |
+30.15 | +27.24 | 5.8 | 1.2 | 3.6 | 1.8 | -1.1 | 7.2 | 0.8 | 4.4 | -1.1 | 1.8 | 0.8 | 1.8 |
| 2018 |
-5.84 | -7.60 | 1.2 | -4.3 | -0.2 | -2.0 | 2.0 | -0.3 | 1.0 | 2.7 | -1.3 | -5.2 | 2.5 | -1.8 |
| 2017 |
+17.48 | +15.05 | 2.2 | 3.7 | 0.0 | 2.1 | 1.6 | -0.8 | 2.0 | 2.5 | -1.3 | 1.2 | 1.6 | 1.5 |
| 2016 |
+7.95 | +5.76 | 1.9 | 4.0 | 3.1 | 1.0 | -0.8 | 5.8 | 2.7 | -2.1 | 0.1 | -3.5 | -4.9 | 0.8 |
| 2015 |
-1.47 | -2.18 | 5.1 | -1.2 | -0.6 | -0.3 | 0.2 | -3.5 | 1.7 | -3.2 | 0.0 | 4.1 | -1.5 | -1.8 |
| 2014 |
+17.56 | +16.68 | 2.1 | 4.2 | -0.9 | 1.4 | 2.7 | 2.2 | -2.0 | 4.7 | -3.4 | 2.6 | 3.2 | 0.0 |
| 2013 |
+8.45 | +6.84 | 1.4 | 1.0 | 3.0 | 1.7 | -2.8 | -5.5 | 4.4 | -3.4 | 3.8 | 4.4 | 0.9 | -0.2 |
| 2012 |
+14.13 | +12.17 | 6.2 | 0.7 | 0.1 | 2.1 | -1.9 | 1.9 | 2.5 | 2.2 | 2.2 | -2.7 | 1.3 | -0.9 |
| 2011 |
+18.75 | +15.33 | 0.2 | 2.2 | 0.3 | 5.5 | 1.7 | -2.1 | 3.8 | 5.1 | -3.6 | 3.9 | 0.6 | 0.2 |
| 2010 |
- | - | 2.3 | 3.9 | -1.5 | 1.0 | 3.9 | 2.9 | 5.6 | 2.6 | -1.0 | 0.7 | ||
Portfolio efficiency
Compared to the Gyroscopic Investing Desert Portfolio 2x Leveraged, the following portfolios granted a higher return over 10 Years and a less severe drawdown at the same time.
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10 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
|
Technology |
+17.69 | 17.94 | -32.58 | 100 | 0 | 0 | ||
|
Stocks/Bonds 60/40 with Bitcoin |
+17.61 | 37.60 | -22.56 | 59 | 39 | 2 | ||
|
Golden Butterfly with Bitcoin |
+16.02 | 39.18 | -23.09 | 40 | 40 | 20 | ||
|
Stocks/Bonds 40/60 with Bitcoin |
+15.79 | 38.27 | -22.55 | 39 | 59 | 2 | ||
|
All Weather Portfolio with Bitcoin Ray Dalio |
+15.28 | 39.96 | -23.45 | 30 | 55 | 15 | ||
|
Permanent Portfolio with Bitcoin Harry Browne |
+15.27 | 40.59 | -23.85 | 25 | 50 | 25 | ||
|
Desert Portfolio with Bitcoin Gyroscopic Investing |
+14.94 | 38.86 | -23.13 | 30 | 60 | 10 | ||
|
Cape US Sector Value Robert Shiller |
+14.00 | 15.50 | -21.00 | 100 | 0 | 0 | ||
|
US Stocks Momentum |
+12.17 | 15.12 | -30.16 | 100 | 0 | 0 | ||
|
US Stocks |
+11.68 | 15.17 | -24.81 | 100 | 0 | 0 | ||
|
US Stocks Equal Weight |
+11.11 | 15.99 | -26.65 | 100 | 0 | 0 | ||
|
Warren Buffett Portfolio Warren Buffett |
+11.02 | 13.40 | -23.08 | 90 | 10 | 0 | ||
|
US Stocks Minimum Volatility |
+10.45 | 12.06 | -19.06 | 100 | 0 | 0 | ||
|
Stocks/Bonds 80/20 Momentum |
+10.13 | 12.44 | -27.23 | 80 | 20 | 0 | ||
|
US Stocks Value |
+10.11 | 15.13 | -26.06 | 100 | 0 | 0 | ||
|
Stocks/Bonds 80/20 |
+9.73 | 12.42 | -22.75 | 80 | 20 | 0 | ||
|
US Stocks ESG |
+9.67 | 15.73 | -27.79 | 100 | 0 | 0 | ||
|
Simple Path to Wealth JL Collins |
+9.23 | 11.75 | -22.24 | 75 | 25 | 0 | ||
|
Sheltered Sam 100/0 Bill Bernstein |
+8.66 | 14.44 | -25.40 | 97 | 0 | 3 | ||
|
Second Grader's Starter Paul Farrell |
+8.60 | 13.26 | -24.21 | 90 | 10 | 0 | ||
|
All Country World Stocks |
+8.25 | 14.61 | -25.52 | 100 | 0 | 0 | ||
|
Edge Select Aggressive Merrill Lynch |
+8.21 | 12.58 | -23.81 | 84 | 16 | 0 | ||
|
Robo Advisor 100 Betterment |
+8.08 | 14.62 | -24.17 | 100 | 0 | 0 | ||
|
Stocks/Bonds 60/40 Momentum |
+8.04 | 9.86 | -24.21 | 60 | 40 | 0 | ||
|
Sheltered Sam 90/10 Bill Bernstein |
+7.94 | 13.03 | -22.65 | 87.3 | 10 | 2.7 | ||
|
Stocks/Bonds 60/40 |
+7.71 | 9.80 | -20.69 | 60 | 40 | 0 | ||
|
Core Four Rick Ferri |
+7.62 | 11.86 | -23.46 | 80 | 20 | 0 | ||
|
Three Funds Bogleheads |
+7.60 | 11.93 | -23.18 | 80 | 20 | 0 | ||
|
Four Funds Bogleheads |
+7.60 | 12.01 | -23.20 | 80 | 20 | 0 | ||
|
Robo Advisor 90 Betterment |
+7.51 | 13.48 | -23.36 | 90.1 | 9.9 | 0 | ||
|
LifeStrategy Growth Fund Vanguard |
+7.49 | 11.91 | -23.11 | 80 | 20 | 0 | ||
|
Sheltered Sam 80/20 Bill Bernstein |
+7.21 | 11.63 | -19.89 | 77.6 | 20 | 2.4 | ||
|
Edge Select Moderately Aggressive Merrill Lynch |
+7.20 | 10.82 | -22.31 | 69 | 31 | 0 | ||
|
Ultimate Buy and Hold Strategy Paul Merriman |
+7.13 | 14.95 | -27.54 | 100 | 0 | 0 | ||
|
Perfect Portfolio Ben Stein |
+7.04 | 11.58 | -18.62 | 80 | 20 | 0 | ||
|
Mid-Twenties Burton Malkiel |
+7.04 | 12.76 | -24.50 | 87 | 13 | 0 | ||
|
Late Thirties to Early Forties Burton Malkiel |
+7.04 | 12.54 | -24.26 | 85 | 15 | 0 | ||
|
No Brainer Portfolio Bill Bernstein |
+7.02 | 11.35 | -19.76 | 75 | 25 | 0 | ||
|
All Country World 80/20 |
+7.00 | 12.16 | -23.52 | 80 | 20 | 0 | ||
|
Jane Bryant Quinn Portfolio Jane Bryant Quinn |
+6.95 | 10.83 | -22.74 | 70 | 30 | 0 | ||
|
Robo Advisor 80 Betterment |
+6.84 | 12.27 | -22.63 | 80 | 20 | 0 | ||
|
Mid-Fifties Burton Malkiel |
+6.79 | 12.09 | -24.05 | 80 | 20 | 0 | ||
|
Robust Alpha Architect |
+6.69 | 10.93 | -19.09 | 70 | 20 | 10 | ||
|
Desert Portfolio 2x Leveraged Gyroscopic Investing |
+6.68 | 12.80 | -34.04 | 30 | 60 | 10 | ||
The following portfolios share asset allocation strategy and/or similar asset weights.
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5 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
|
Desert Portfolio with Bitcoin Gyroscopic Investing |
+6.12 | 7.83 | -15.73 | 30 | 60 | 10 | ||
|
Desert Portfolio 2x Leveraged Gyroscopic Investing |
+5.50 | 15.59 | -34.04 | 30 | 60 | 10 | ||
|
Desert Portfolio Gyroscopic Investing |
+4.70 | 6.96 | -14.72 | 30 | 60 | 10 | ||
Here's a list containing the Best Classic Portfolios, with the highest returns over 10 Years and Medium Risk categorization.
Swipe left to see all data
10 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
|
Couch Potato Scott Burns |
+6.67 | 9.02 | -19.77 | 50 | 50 | 0 | ||
|
Stocks/Bonds 40/60 Momentum |
+5.87 | 7.46 | -21.11 | 40 | 60 | 0 | ||
|
Stocks/Bonds 40/60 |
+5.64 | 7.38 | -18.63 | 40 | 60 | 0 | ||
|
One-Decision Portfolio Marvin Appel |
+5.59 | 8.50 | -16.74 | 50 | 50 | 0 | ||
|
Four Square Scott Burns |
+4.99 | 8.40 | -19.67 | 50 | 50 | 0 | ||
