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 16.64% compound annual return, with a 38.81% 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 |
Portfolio and ETF Returns
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
Chg (%) | Return (%) | Return (%) as of Jun 30, 2022 |
||||||
---|---|---|---|---|---|---|---|---|
1 Day | Time ET(*) | Jul 2022 | 1M | 6M | 1Y | 5Y(*) | 10Y(*) | |
Gyroscopic Investing Desert Portfolio with Bitcoin | -0.37 | 0.53 | -3.52 | -11.84 | -8.80 | 9.49 | 16.64 | |
US Inflation Adjusted return | -3.52 | -15.27 | -15.22 | 5.68 | 13.84 | |||
Components | ||||||||
VTI Vanguard Total Stock Market |
-0.84 |
01:59PM Jul 05 2022 |
0.21 | -8.23 | -21.32 | -14.17 | 10.53 | 12.52 |
IEI iShares 3-7 Year Treasury Bond |
0.19 |
02:00PM Jul 05 2022 |
1.02 | -0.73 | -6.91 | -7.85 | 0.73 | 0.98 |
GLD SPDR Gold Trust |
-2.25 |
01:59PM Jul 05 2022 |
-2.33 | -1.57 | -1.46 | 1.71 | 7.38 | 0.82 |
^BTC Bitcoin |
-2.63 |
01:59PM Jul 05 2022 |
2.23 | -40.60 | -59.00 | -45.52 | 49.45 | 124.41 |
US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46%
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.
Historical Returns as of Jun 30, 2022
Historical returns and stats of Gyroscopic Investing Desert Portfolio with Bitcoin. Total Returns and Inflation Adjusted Returns are both mentioned.
Period | Return (%) as of Jun 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
---|---|---|---|---|---|
1M
Jun 2022
|
-3.52
|
-3.52
|
-3.52
Jun 2022 - Jun 2022
|
0 - 1
|
|
3M
|
-7.96
|
-9.15
|
-7.96
Apr 2022 - Jun 2022
|
0 - 3
|
|
6M
|
-11.84
|
-15.27
|
-11.84
Jan 2022 - Jun 2022
|
0 - 6
|
|
YTD
|
-11.84
|
-15.27
|
-11.84
Jan 2022 - Jun 2022
|
0 - 6
|
|
1Y
|
-8.80
|
-15.22
|
7.48
|
-11.89
Nov 2021 - Jun 2022
|
4 - 8
33% pos
|
3Y(*)
|
4.69
|
0.18
|
7.41
|
-11.89
Nov 2021 - Jun 2022
|
19 - 17
53% pos
|
5Y(*)
|
9.49
|
5.68
|
8.00
|
-11.89
Nov 2021 - Jun 2022
|
35 - 25
58% pos
|
10Y(*)
|
16.64
|
13.84
|
38.81
|
-23.13
Dec 2013 - Dec 2013
|
75 - 45
63% pos
|
MAX(*)
01 Jan 2009
|
17.24
|
14.48
|
36.42
|
-40.72
Jul 2011 - Nov 2011
|
100 - 62
62% pos
|
Returns and stats are calculated assuming a yearly rebalancing of the components weight. How do returns change with different rebalancing strategies?
Capital Growth as of Jun 30, 2022
The Inflation Adjusted Capital now would be 3655.83$, with a net total return of 265.58% (13.84% annualized).
The Inflation Adjusted Capital now would be 6210.02$, with a net total return of 521.00% (14.48% annualized).
Drawdowns
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-23.13% | Dec 2013 | Dec 2013 | 1 | Oct 2017 | 46 | 47 |
-11.89% | Nov 2021 | Jun 2022 | 8 | in progress | 8 | |
-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 |
-1.45% | Oct 2012 | Oct 2012 | 1 | Jan 2013 | 3 | 4 |
-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 |
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 |
-11.89% | Nov 2021 | Jun 2022 | 8 | in progress | 8 | |
-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
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
22.71 |
200.76 Dec 2012 - Nov 2013 |
-32.36 Jul 2011 - Jun 2012 |
7.28% |
2 Years |
21.41 |
89.88 Dec 2011 - Nov 2013 |
-10.07 Jul 2011 - Jun 2013 |
2.16% |
3 Years |
20.45 |
66.67 Dec 2010 - Nov 2013 |
-4.91 Dec 2013 - Nov 2016 |
0.79% |
5 Years |
20.94 |
36.95 Mar 2009 - Feb 2014 |
2.92 Dec 2013 - Nov 2018 |
0.00% |
7 Years |
19.55 |
26.60 Jan 2011 - Dec 2017 |
5.94 Dec 2013 - Nov 2020 |
0.00% |
10 Years |
20.05 |
22.27 Jul 2009 - Jun 2019 |
13.21 Jul 2011 - Jun 2021 |
0.00% |
If you need a deeper detail about rolling returns, please refer to the Gyroscopic Investing Desert Portfolio with Bitcoin: Rolling Returns page.
Seasonality
Gyroscopic Investing Desert Portfolio with Bitcoin: in which months is it better to invest?
For further information about the seasonality, check the Asset Class Seasonality page.
Monthly Average Return (%) and Gain Frequency | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average Win % |
0.63 64% |
0.60 71% |
0.97 50% |
2.59 79% |
2.31 64% |
2.16 57% |
0.78 77% |
-0.19 69% |
-1.03 38% |
1.35 54% |
10.45 54% |
-0.12 62% |
Best Year |
3.1 2012 |
3.5 2011 |
9.8 2013 |
19.7 2011 |
28.1 2011 |
29.9 2011 |
3.4 2013 |
4.6 2017 |
3.3 2010 |
11.3 2013 |
118.8 2013 |
9.2 2011 |
Worst Year |
-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/Yearly Returns
Gyroscopic Investing Desert Portfolio with Bitcoin monthly and yearly returns: how is the distribution of the returns recorded so far?
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2022 |
-11.84 | -15.27 | -3.1 | -0.3 | -0.8 | -4.4 | -0.2 | -3.5 | ||||||
2021 |
+7.03 | -0.07 | -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 | +17.07 | 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 | +13.38 | 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 | +30.76 | 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 | +5.54 | -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 | +0.34 | 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 | +3.65 | 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 | +126.98 | 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 | +8.29 | 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 | +31.47 | 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 | +16.65 | -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 | +6.57 | -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
Is the Gyroscopic Investing Desert Portfolio with Bitcoin actually efficient, compared to other Lazy Portfolios?
Similar portfolios
These portfolios share asset allocation strategy and/or similar asset weights. Comparing their returns and drawdowns (click on ), you can get an idea of the risk you are facing implementing one of them.
5 Years Stats (%) |
% Allocation |
|||||||
---|---|---|---|---|---|---|---|---|
Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
Desert Portfolio with Bitcoin Gyroscopic Investing |
+0.53 | +9.49 | -11.89 | 30 | 60 | 10 | ||
Desert Portfolio 2x Leveraged Gyroscopic Investing |
+1.57 | +6.37 | -24.41 | 30 | 60 | 10 | ||
Desert Portfolio Gyroscopic Investing |
+0.44 | +4.67 | -10.69 | 30 | 60 | 10 |
Last update: Jul 05 2022, 02:00PM Eastern Time.
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% Allocation |
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Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
Couch Potato Scott Burns |
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Stocks/Bonds 40/60 |
+0.72 | +6.06 | -14.74 | 40 | 60 | 0 | ||
Robo Advisor 50 Betterment |
-0.26 | +5.43 | -14.95 | 49.9 | 50.1 | 0 | ||
Edge Select Moderately Conservative Merrill Lynch |
+0.37 | +5.16 | -13.99 | 37 | 63 | 0 | ||
Lifepath Fund iShares |
+0.34 | +5.13 | -14.06 | 40.4 | 59.6 | 0 |
Last update: Jul 05 2022, 02:00PM Eastern Time.