Data Source: from January 2009 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 02:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.37%
1 Day
Jul 05 2022, 02:00PM Eastern Time
0.53%
Current Month
July 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 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:

30% Stocks
60% Fixed Income
10% Commodities

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

The Gyroscopic Investing Desert Portfolio with Bitcoin guaranteed the following returns.

According to the available data source, let's assume we built the portfolio on January 2009.

Portfolio returns are calculated in USD, assuming: July 2022 return is calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
GYROSCOPIC INVESTING DESERT PORTFOLIO WITH BITCOIN RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 02:00PM Eastern Time
Swipe left to see all data
  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
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)

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%

Live update: World Markets and Indexes

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.

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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.

GYROSCOPIC INVESTING DESERT PORTFOLIO WITH BITCOIN
Consolidated returns as of 30 June 2022
Data Source: from January 2009 to June 2022
Swipe left to see all data
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 over 1 year are annualized

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

An investment of 1000$, since July 2012, now would be worth 4662.88$, with a total return of 366.29% (16.64% annualized).

The Inflation Adjusted Capital now would be 3655.83$, with a net total return of 265.58% (13.84% annualized).
An investment of 1000$, since January 2009, now would be worth 8562.33$, with a total return of 756.23% (17.24% annualized).

The Inflation Adjusted Capital now would be 6210.02$, with a net total return of 521.00% (14.48% 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
-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
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
-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

Swipe left to see all data
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%
(*) 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

Gyroscopic Investing Desert Portfolio with Bitcoin: in which months is it better to invest?

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.
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
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
Statistics calculated for the period Jan 2009 - Jun 2022

Monthly/Yearly Returns

Gyroscopic Investing Desert Portfolio with Bitcoin monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
100 Positive Months (62%) - 62 Negative Months (38%)
Jan 2009 - Jun 2022
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
 -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.

Swipe left to see all data
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

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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 02:00PM Eastern Time.

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Stocks/Bonds 40/60
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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 02:00PM Eastern Time.
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