Data Source: from January 2009 to October 2022 (~14 years)
Consolidated Returns as of 31 October 2022
Live Update: Nov 29 2022, 02:59PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.11%
1 Day
Nov 29 2022, 02:59PM Eastern Time
1.71%
Current Month
November 2022
The Gyroscopic Investing Desert Portfolio with Bitcoin is a Medium Risk portfolio and can be implemented with 4 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 with Bitcoin obtained a 15.87% compound annual return, with a 38.89% standard deviation.
Asset Allocation and ETFs
The Gyroscopic Investing Desert Portfolio with Bitcoin has the following asset allocation:
The Gyroscopic Investing Desert Portfolio with Bitcoin can be implemented with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 30.00 % | VTI | Vanguard Total Stock Market | Equity, U.S., Large Cap | |
| 60.00 % | IEI | iShares 3-7 Year Treasury Bond | Bond, U.S., Intermediate-Term | |
| 8.00 % | GLD | SPDR Gold Trust | Commodity, Gold | |
| 2.00 % | ^BTC | Bitcoin | Commodities |
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 Oct 31, 2022
The Gyroscopic Investing Desert Portfolio with Bitcoin 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 WITH BITCOIN RETURNS
Consolidated returns as of 31 October 2022
Live Update: Nov 29 2022, 02:59PM Eastern Time
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of Oct 31, 2022 |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | Nov 2022 | 1M | 6M | 1Y | 5Y | 10Y |
MAX
(~14Y) |
|
| Gyroscopic Investing Desert Portfolio with Bitcoin | -0.11 | 1.71 | 1.75 | -6.33 | -14.26 | 6.97 | 15.87 | 16.56 | |
| US Inflation Adjusted return | 1.34 | -9.13 | -20.42 | 3.00 | 12.97 | 13.66 | |||
| Components | |||||||||
|
VTI Vanguard Total Stock Market |
-0.26 |
02:59PM Nov 29 2022 |
1.92 | 8.11 | -5.43 | -16.87 | 9.80 | 12.41 | 10.34 |
|
IEI iShares 3-7 Year Treasury Bond |
-0.13 |
02:59PM Nov 29 2022 |
1.58 | -0.51 | -4.41 | -11.10 | -0.20 | 0.48 | 6.31 |
|
GLD SPDR Gold Trust |
0.59 |
02:59PM Nov 29 2022 |
7.23 | -1.78 | -14.13 | -8.84 | 4.71 | -0.93 | 7.23 |
|
^BTC Bitcoin |
-0.07 |
02:58PM Nov 29 2022 |
-19.78 | 5.50 | -45.92 | -66.02 | 27.74 | 115.15 | 151.59 |
Returns over 1 year are annualized | Available data source: since Jan 2009
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Oct 2022. Current inflation (annualized) is 1Y: 7.75% , 5Y: 3.85% , 10Y: 2.57%
Live update: World Markets and Indexes
Portfolio Metrics as of Oct 31, 2022
Metrics of Gyroscopic Investing Desert Portfolio with Bitcoin, updated as of 31 October 2022.
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 WITH BITCOIN
Portfolio Metrics
Data Source: 1 January 2009 - 31 October 2022 (~14 years)
Swipe left to see all data
| Metrics as of Oct 31, 2022 | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
MAX
(~14Y) |
|
| Portfolio Return (%) |
1.75 | -6.05 | -6.33 | -14.26 | 3.20 | 6.97 | 15.87 | 16.56 |
| US Inflation (%) | 0.41 | 0.59 | 3.08 | 7.75 | 5.01 | 3.85 | 2.57 | 2.55 |
| Infl. Adjusted Return (%) |
1.34 | -6.60 | -9.13 | -20.42 | -1.72 | 3.00 | 12.97 | 13.66 |
| Returns / Inflation rates over 1 year are annualized. | ||||||||
| RISK INDICATORS | ||||||||
| Standard Deviation (%) | 8.50 | 8.40 | 8.29 | 38.89 | 36.05 | |||
| Sharpe Ratio | -1.76 | 0.33 | 0.72 | 0.39 | 0.35 | |||
| Sortino Ratio | -2.56 | 0.45 | 1.06 | 1.47 | 1.04 | |||
| MAXIMUM DRAWDOWN | ||||||||
| Drawdown Depth (%) | -15.73 | -15.73 | -15.73 | -23.13 | -40.72 | |||
| Start (yyyy mm) | 2021 11 | 2021 11 | 2021 11 | 2013 12 | 2011 07 | |||
| Bottom (yyyy mm) | 2022 09 | 2022 09 | 2022 09 | 2013 12 | 2011 11 | |||
| Start to Bottom (# months) | 11 | 11 | 11 | 1 | 5 | |||
| Start to Recovery (# months) in progress |
> 12
|
> 12
|
> 12
|
47
|
29
|
|||
| ROLLING PERIOD RETURNS - Annualized | ||||||||
| Best Return (%) | 200.76 | 66.67 | 36.95 | 22.27 | ||||
| Worst Return (%) | -32.36 | -4.91 | 2.92 | 13.21 | ||||
| % Positive Periods | 90% | 99% | 100% | 100% | ||||
| MONTHS | ||||||||
| Positive | 1 | 1 | 2 | 3 | 19 | 34 | 74 | 102 |
| Negative | 0 | 2 | 4 | 9 | 17 | 26 | 46 | 64 |
| % Positive | 100% | 33% | 33% | 25% | 53% | 57% | 62% | 61% |
| WITHDRAWAL RATES (WR) | ||||||||
| Safe WR (%) | 37.26 | 25.04 | 24.80 | 22.05 | ||||
| Perpetual WR (%) | 0.00 | 2.92 | 11.48 | 12.02 | ||||
- 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 October 2022
Swipe left to see all data
|
|
|
|
|
||
|---|---|---|---|---|---|
| Asset | VTI | IEI | GLD | ^BTC | |
| VTI |
1.00
|
0.51
|
0.16
|
0.61
|
|
| IEI |
0.51
|
1.00
|
0.02
|
0.21
|
|
| GLD |
0.16
|
0.02
|
1.00
|
0.22
|
|
| ^BTC |
0.61
|
0.21
|
0.22
|
1.00
|
|
|
|
|
|
||
|---|---|---|---|---|---|
| Asset | VTI | IEI | GLD | ^BTC | |
| VTI |
1.00
|
-0.01
|
0.15
|
0.37
|
|
| IEI |
-0.01
|
1.00
|
0.30
|
0.05
|
|
| GLD |
0.15
|
0.30
|
1.00
|
0.14
|
|
| ^BTC |
0.37
|
0.05
|
0.14
|
1.00
|
|
|
|
|
|
||
|---|---|---|---|---|---|
| Asset | VTI | IEI | GLD | ^BTC | |
| VTI |
1.00
|
-0.07
|
0.04
|
0.18
|
|
| IEI |
-0.07
|
1.00
|
0.37
|
0.04
|
|
| GLD |
0.04
|
0.37
|
1.00
|
-0.07
|
|
| ^BTC |
0.18
|
0.04
|
-0.07
|
1.00
|
|
|
|
|
|
||
|---|---|---|---|---|---|
| Asset | VTI | IEI | GLD | ^BTC | |
| VTI |
1.00
|
-0.11
|
0.07
|
0.15
|
|
| IEI |
-0.11
|
1.00
|
0.33
|
0.09
|
|
| GLD |
0.07
|
0.33
|
1.00
|
0.00
|
|
| ^BTC |
0.15
|
0.09
|
0.00
|
1.00
|
Portfolio Dividends
In 2021, the Gyroscopic Investing Desert Portfolio with Bitcoin granted a 0.88% dividend yield. If you are interested in getting periodic income, please refer to the Gyroscopic Investing Desert Portfolio with Bitcoin: Dividend Yield page.
Readings that may interest you
Capital Growth as of Oct 31, 2022
An investment of 1000$, since November 2012,
now would be worth 4363.60$, with a total return of 336.36% (15.87% annualized).
The Inflation Adjusted Capital now would be 3387.03$, with a net total return of 238.70% (12.97% annualized).
The Inflation Adjusted Capital now would be 3387.03$, with a net total return of 238.70% (12.97% annualized).
An investment of 1000$, since January 2009,
now would be worth 8332.43$, with a total return of 733.24% (16.56% annualized).
The Inflation Adjusted Capital now would be 5877.99$, with a net total return of 487.80% (13.66% annualized).
The Inflation Adjusted Capital now would be 5877.99$, with a net total return of 487.80% (13.66% annualized).
Drawdowns
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -23.13% | Dec 2013 | Dec 2013 | 1 | Oct 2017 | 46 | 47 |
| -15.73% | Nov 2021 | Sep 2022 | 11 | in progress | 1 | 12 |
| -7.05% | May 2013 | Jun 2013 | 2 | Sep 2013 | 3 | 5 |
| -4.33% | Feb 2020 | Mar 2020 | 2 | Apr 2020 | 1 | 3 |
| -3.42% | Sep 2018 | Dec 2018 | 4 | Feb 2019 | 2 | 6 |
| -2.41% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
| -2.25% | Feb 2018 | Apr 2018 | 3 | Aug 2018 | 4 | 7 |
| -1.70% | Sep 2020 | Oct 2020 | 2 | Nov 2020 | 1 | 3 |
| -0.71% | Sep 2019 | Sep 2019 | 1 | Oct 2019 | 1 | 2 |
| -0.46% | May 2021 | May 2021 | 1 | Jul 2021 | 2 | 3 |
| -0.25% | Jan 2021 | Jan 2021 | 1 | Feb 2021 | 1 | 2 |
| -0.09% | Jul 2019 | Jul 2019 | 1 | Aug 2019 | 1 | 2 |
| -0.01% | Nov 2019 | Nov 2019 | 1 | Dec 2019 | 1 | 2 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -40.72% | Jul 2011 | Nov 2011 | 5 | Nov 2013 | 24 | 29 |
| -23.13% | Dec 2013 | Dec 2013 | 1 | Oct 2017 | 46 | 47 |
| -15.73% | Nov 2021 | Sep 2022 | 11 | in progress | 1 | 12 |
| -5.90% | Jan 2009 | Feb 2009 | 2 | May 2009 | 3 | 5 |
| -4.33% | Feb 2020 | Mar 2020 | 2 | Apr 2020 | 1 | 3 |
| -3.42% | Sep 2018 | Dec 2018 | 4 | Feb 2019 | 2 | 6 |
| -2.41% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
| -2.25% | Feb 2018 | Apr 2018 | 3 | Aug 2018 | 4 | 7 |
| -1.70% | Sep 2020 | Oct 2020 | 2 | Nov 2020 | 1 | 3 |
| -1.67% | May 2010 | Jun 2010 | 2 | Jul 2010 | 1 | 3 |
| -1.25% | Dec 2009 | Jan 2010 | 2 | Feb 2010 | 1 | 3 |
| -0.73% | Jun 2009 | Jun 2009 | 1 | Jul 2009 | 1 | 2 |
| -0.71% | Sep 2019 | Sep 2019 | 1 | Oct 2019 | 1 | 2 |
| -0.50% | Oct 2009 | Oct 2009 | 1 | Nov 2009 | 1 | 2 |
| -0.46% | May 2021 | May 2021 | 1 | Jul 2021 | 2 | 3 |
| -0.38% | Mar 2011 | Mar 2011 | 1 | Apr 2011 | 1 | 2 |
| -0.25% | Jan 2021 | Jan 2021 | 1 | Feb 2021 | 1 | 2 |
| -0.22% | Nov 2010 | Nov 2010 | 1 | Dec 2010 | 1 | 2 |
| -0.09% | Jul 2019 | Jul 2019 | 1 | Aug 2019 | 1 | 2 |
| -0.01% | Nov 2019 | Nov 2019 | 1 | Dec 2019 | 1 | 2 |
Rolling Returns ( more details)
Gyroscopic Investing Desert Portfolio with Bitcoin: annualized rolling and average returns
Swipe left to see all data
| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
21.83 |
200.76 Dec 2012 - Nov 2013 |
-32.36 Jul 2011 - Jun 2012 |
9.68% |
| 2 Years |
20.84 |
89.88 Dec 2011 - Nov 2013 |
-10.07 Jul 2011 - Jun 2013 |
2.80% |
| 3 Years |
19.96 |
66.67 Dec 2010 - Nov 2013 |
-4.91 Dec 2013 - Nov 2016 |
0.76% |
| 5 Years |
20.46 |
36.95 Mar 2009 - Feb 2014 |
2.92 Dec 2013 - Nov 2018 |
0.00% |
| 7 Years |
19.04 |
26.60 Jan 2011 - Dec 2017 |
5.94 Dec 2013 - Nov 2020 |
0.00% |
| 10 Years |
19.72 |
22.27 Jul 2009 - Jun 2019 |
13.21 Jul 2011 - Jun 2021 |
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 with Bitcoin: Rolling Returns page.
Seasonality
In which months is it better to invest in Gyroscopic Investing Desert Portfolio with Bitcoin?
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 |
0.45
60% |
-0.28
40% |
-0.33
40% |
0.79
60% |
0.58
60% |
0.32
60% |
1.91
80% |
0.41
80% |
-1.98
0% |
0.78
60% |
2.62
60% |
1.83
80% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
100.45
|
100.17
|
99.83
|
100.62
|
101.20
|
101.53
|
103.47
|
103.90
|
101.84
|
102.64
|
105.33
|
107.25
|
| Best |
3.0 2019 |
1.1 2019 |
1.5 2021 |
4.6 2020 |
2.0 2020 |
4.5 2019 |
3.6 2022 |
1.9 2020 |
-0.4 2018 |
3.0 2021 |
8.6 2017 |
4.6 2017 |
| Worst |
-3.1 2022 |
-1.5 2020 |
-2.9 2020 |
-4.4 2022 |
-0.5 2021 |
-3.5 2022 |
-0.1 2019 |
-3.1 2022 |
-4.7 2022 |
-2.3 2018 |
-0.6 2021 |
-1.5 2018 |
Monthly Seasonality over the period Nov 2017 - Oct 2022
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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 |
0.66
70% |
0.62
70% |
0.90
40% |
1.25
70% |
0.55
70% |
-0.04
60% |
1.49
80% |
0.88
70% |
-1.08
20% |
2.22
70% |
13.33
60% |
-1.30
60% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
100.66
|
101.29
|
102.19
|
103.48
|
104.05
|
104.00
|
105.55
|
106.48
|
105.33
|
107.67
|
122.03
|
120.44
|
| Best |
3.0 2019 |
2.2 2013 |
9.8 2013 |
6.2 2013 |
2.3 2017 |
4.5 2019 |
3.6 2022 |
4.6 2017 |
1.6 2013 |
11.3 2013 |
118.8 2013 |
4.6 2017 |
| Worst |
-3.1 2022 |
-1.5 2020 |
-2.9 2020 |
-4.4 2022 |
-1.6 2013 |
-5.5 2013 |
-1.3 2014 |
-3.1 2022 |
-4.7 2022 |
-2.3 2018 |
-0.6 2021 |
-23.1 2013 |
Monthly Seasonality over the period Nov 2012 - Oct 2022
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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 |
0.63
64% |
0.60
71% |
0.97
50% |
2.59
79% |
2.31
64% |
2.16
57% |
0.98
79% |
-0.40
64% |
-1.29
36% |
1.38
57% |
10.45
54% |
-0.12
62% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
100.63
|
101.23
|
102.21
|
104.86
|
107.28
|
109.60
|
110.67
|
110.23
|
108.80
|
110.31
|
121.83
|
121.69
|
| Best |
3.1 2012 |
3.5 2011 |
9.8 2013 |
19.7 2011 |
28.1 2011 |
29.9 2011 |
3.6 2022 |
4.6 2017 |
3.3 2010 |
11.3 2013 |
118.8 2013 |
9.2 2011 |
| Worst |
-3.1 2022 |
-3.2 2009 |
-2.9 2020 |
-4.4 2022 |
-1.9 2012 |
-5.5 2013 |
-8.2 2011 |
-17.7 2011 |
-14.9 2011 |
-6.7 2011 |
-1.3 2011 |
-23.1 2013 |
Monthly Seasonality over the period Jan 2009 - Oct 2022
Monthly/Yearly Returns
Gyroscopic Investing Desert Portfolio with Bitcoin data source starts from January 2009: 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
Jan 2009 - Oct 2022
102 Positive Months (61%) - 64 Negative Months (39%)
MONTHLY RETURNS TABLE
Jan 2009 - Oct 2022
(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 |
| 2022 |
-14.20 | -19.73 | -3.1 | -0.3 | -0.8 | -4.4 | -0.2 | -3.5 | 3.6 | -3.1 | -4.7 | 1.7 | ||
| 2021 |
+7.03 | -0.01 | -0.3 | 0.6 | 1.5 | 2.0 | -0.5 | 0.0 | 1.8 | 1.1 | -2.4 | 3.0 | -0.6 | 0.6 |
| 2020 |
+18.57 | +16.98 | 2.1 | -1.5 | -2.9 | 4.6 | 2.0 | 0.9 | 3.4 | 1.9 | -1.6 | -0.1 | 4.4 | 4.5 |
| 2019 |
+15.94 | +13.35 | 3.0 | 1.1 | 1.4 | 1.8 | 0.7 | 4.5 | -0.1 | 0.9 | -0.7 | 1.5 | 0.0 | 1.0 |
| 2018 |
-2.34 | -4.17 | 0.6 | -1.4 | -0.8 | 0.0 | 0.9 | -0.2 | 0.9 | 1.2 | -0.4 | -2.3 | 0.8 | -1.5 |
| 2017 |
+33.55 | +30.79 | 1.1 | 2.1 | -0.2 | 1.4 | 2.3 | 0.7 | 1.3 | 4.6 | -0.9 | 4.1 | 8.6 | 4.6 |
| 2016 |
+7.71 | +5.52 | -0.2 | 1.5 | 1.9 | 0.8 | 0.2 | 2.4 | 1.4 | -0.9 | 0.5 | -0.9 | -0.5 | 1.5 |
| 2015 |
+0.98 | +0.25 | 0.7 | 0.5 | -0.1 | 0.0 | 0.4 | -0.8 | 0.6 | -2.0 | -0.3 | 2.7 | -0.3 | -0.5 |
| 2014 |
+4.32 | +3.54 | 0.4 | 1.3 | -0.8 | 0.3 | 1.3 | 1.2 | -1.3 | 1.7 | -1.8 | 1.1 | 1.2 | -0.3 |
| 2013 |
+130.41 | +127.00 | 2.4 | 2.2 | 9.8 | 6.2 | -1.6 | -5.5 | 3.4 | 3.4 | 1.6 | 11.3 | 118.8 | -23.1 |
| 2012 |
+10.19 | +8.31 | 3.1 | 0.4 | 0.5 | 0.5 | -1.9 | 1.9 | 1.8 | 1.6 | 2.0 | -1.4 | 1.0 | 0.3 |
| 2011 |
+35.50 | +31.60 | 1.9 | 3.5 | -0.4 | 19.7 | 28.1 | 29.9 | -8.2 | -17.7 | -14.9 | -6.7 | -1.3 | 9.2 |
| 2010 |
+18.32 | +16.58 | -0.1 | 1.5 | 1.4 | 1.7 | -1.3 | -0.4 | 2.2 | 0.0 | 3.3 | 5.7 | -0.2 | 3.5 |
| 2009 |
+9.57 | +6.67 | -2.7 | -3.2 | 3.0 | 1.9 | 1.9 | -0.7 | 2.9 | 1.7 | 2.3 | -0.5 | 4.1 | -1.1 |
Portfolio efficiency
Compared to the Gyroscopic Investing Desert Portfolio with Bitcoin, the following portfolios granted a higher return over 10 Years and a less severe drawdown at the same time.
Swipe left to see all data
10 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
|
Stocks/Bonds 60/40 with Bitcoin |
+18.98 | 37.61 | -22.56 | 59 | 39 | 2 | ||
|
Stocks/Bonds 40/60 with Bitcoin |
+16.86 | 38.29 | -22.55 | 39 | 59 | 2 | ||
|
Golden Butterfly with Bitcoin |
+16.85 | 39.17 | -23.09 | 40 | 40 | 20 | ||
|
Desert Portfolio with Bitcoin Gyroscopic Investing |
+15.87 | 38.89 | -23.13 | 30 | 60 | 10 | ||
The following portfolios share asset allocation strategy and/or similar asset weights.
Swipe left to see all data
5 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
|
Desert Portfolio with Bitcoin Gyroscopic Investing |
+6.97 | 8.29 | -15.73 | 30 | 60 | 10 | ||
|
Desert Portfolio Gyroscopic Investing |
+3.54 | 6.34 | -14.72 | 30 | 60 | 10 | ||
|
Desert Portfolio 2x Leveraged Gyroscopic Investing |
+2.93 | 13.96 | -34.04 | 30 | 60 | 10 | ||
Here's a list containing the Best Classic Portfolios, with the highest returns over 10 Years and Medium Risk categorization.
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10 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
|
Couch Potato Scott Burns |
+6.80 | 8.76 | -19.77 | 50 | 50 | 0 | ||
|
Stocks/Bonds 40/60 Momentum |
+6.17 | 7.25 | -21.11 | 40 | 60 | 0 | ||
|
One-Decision Portfolio Marvin Appel |
+5.79 | 8.18 | -16.74 | 50 | 50 | 0 | ||
|
Stocks/Bonds 40/60 |
+5.53 | 7.00 | -18.63 | 40 | 60 | 0 | ||
|
Sheltered Sam 50/50 Bill Bernstein |
+5.12 | 7.38 | -15.17 | 48.5 | 50 | 1.5 | ||