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)
0.25%
1 Day
Jul 05 2022, 02:00PM Eastern Time
0.77%
Current Month
July 2022

The Ray Dalio All Weather Portfolio with Bitcoin is a Medium Risk portfolio and can be implemented with 6 ETFs.

It's exposed for 30% on the Stock Market and for 15% on Commodities.

In the last 10 Years, the Ray Dalio All Weather Portfolio with Bitcoin obtained a 17.16% compound annual return, with a 39.81% standard deviation.

Asset Allocation and ETFs

The Ray Dalio All Weather Portfolio with Bitcoin has the following asset allocation:

30% Stocks
55% Fixed Income
15% Commodities

The Ray Dalio All Weather 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
40.00 % TLT iShares 20+ Year Treasury Bond Bond, U.S., Long-Term
15.00 % IEI iShares 3-7 Year Treasury Bond Bond, U.S., Intermediate-Term
6.50 % GLD SPDR Gold Trust Commodity, Gold
6.50 % GSG iShares S&P GSCI Commodity Indexed Trust Commodity, Broad Diversified
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 Ray Dalio All Weather 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.
RAY DALIO ALL WEATHER 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(*)
Ray Dalio All Weather Portfolio with Bitcoin -0.25 0.77 -4.53 -15.18 -10.40 9.98 17.16
US Inflation Adjusted return -4.53 -18.49 -16.71 6.15 14.35
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
TLT
iShares 20+ Year Treasury Bond
1.60 02:00PM
Jul 05 2022
2.64 -1.27 -21.88 -19.11 0.34 1.51
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
GSG
iShares S&P GSCI Commodity Indexed Trust
-7.23 02:00PM
Jul 05 2022
-6.10 -7.75 35.01 43.57 10.50 -2.72
^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%

Portfolio Dividends

In 2021, the Ray Dalio All Weather Portfolio with Bitcoin granted a 1.13% dividend yield. If you are interested in getting periodic income, please refer to the Ray Dalio All Weather Portfolio with Bitcoin: Dividend Yield page.

Historical Returns as of Jun 30, 2022

Historical returns and stats of Ray Dalio All Weather Portfolio with Bitcoin. Total Returns and Inflation Adjusted Returns are both mentioned.

RAY DALIO ALL WEATHER 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
-4.53
-4.53
-4.53
Jun 2022 - Jun 2022
0 - 1
3M
-11.48
-12.63
-11.48
Apr 2022 - Jun 2022
0 - 3
6M
-15.18
-18.49
-15.18
Jan 2022 - Jun 2022
0 - 6
YTD
-15.18
-18.49
-15.18
Jan 2022 - Jun 2022
0 - 6
1Y
-10.40
-16.71
10.25
-15.32
Nov 2021 - Jun 2022
4 - 8
33% pos
3Y(*)
4.89
0.36
9.33
-15.32
Nov 2021 - Jun 2022
19 - 17
53% pos
5Y(*)
9.98
6.15
9.60
-15.32
Nov 2021 - Jun 2022
37 - 23
62% pos
10Y(*)
17.16
14.35
39.81
-23.45
Dec 2013 - Dec 2013
75 - 45
63% pos
MAX(*)
01 Jan 2009
17.71
14.94
37.09
-36.70
Jul 2011 - Nov 2011
101 - 61
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$, since July 2012, now would be worth 4873.56$, with a total return of 387.36% (17.16% annualized).

The Inflation Adjusted Capital now would be 3821.01$, with a net total return of 282.10% (14.35% annualized).
An investment of 1000$, since January 2009, now would be worth 9032.71$, with a total return of 803.27% (17.71% annualized).

The Inflation Adjusted Capital now would be 6551.17$, with a net total return of 555.12% (14.94% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-23.45% Dec 2013 Dec 2013 1 Aug 2017 44 45
-15.32% Nov 2021 Jun 2022 8 in progress 8
-9.24% May 2013 Jun 2013 2 Oct 2013 4 6
-5.16% Sep 2018 Dec 2018 4 Mar 2019 3 7
-3.01% Aug 2020 Oct 2020 3 Nov 2020 1 4
-2.68% Feb 2018 Apr 2018 3 Aug 2018 4 7
-2.68% Mar 2020 Mar 2020 1 Apr 2020 1 2
-2.58% Sep 2021 Sep 2021 1 Oct 2021 1 2
-1.71% Jan 2021 Mar 2021 3 Apr 2021 1 4
-1.68% Oct 2012 Oct 2012 1 Jan 2013 3 4
-1.40% Sep 2019 Sep 2019 1 Jan 2020 4 5
-1.19% Sep 2017 Sep 2017 1 Oct 2017 1 2
-0.53% May 2021 May 2021 1 Jun 2021 1 2
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-36.70% Jul 2011 Nov 2011 5 Oct 2013 23 28
-23.45% Dec 2013 Dec 2013 1 Aug 2017 44 45
-15.32% Nov 2021 Jun 2022 8 in progress 8
-11.94% Jan 2009 Feb 2009 2 Sep 2009 7 9
-5.16% Sep 2018 Dec 2018 4 Mar 2019 3 7
-3.01% Aug 2020 Oct 2020 3 Nov 2020 1 4
-2.68% Feb 2018 Apr 2018 3 Aug 2018 4 7
-2.68% Mar 2020 Mar 2020 1 Apr 2020 1 2
-2.58% Sep 2021 Sep 2021 1 Oct 2021 1 2
-2.24% Dec 2009 Jan 2010 2 Mar 2010 2 4
-1.71% Jan 2021 Mar 2021 3 Apr 2021 1 4
-1.40% Sep 2019 Sep 2019 1 Jan 2020 4 5
-1.21% Oct 2009 Oct 2009 1 Nov 2009 1 2
-1.19% Sep 2017 Sep 2017 1 Oct 2017 1 2
-0.85% May 2010 May 2010 1 Jun 2010 1 2
-0.53% May 2021 May 2021 1 Jun 2021 1 2
-0.45% Nov 2010 Nov 2010 1 Dec 2010 1 2
-0.05% Mar 2011 Mar 2011 1 Apr 2011 1 2

Rolling Returns ( more details)

Ray Dalio All Weather Portfolio with Bitcoin: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
24.10 194.21
Dec 2012 - Nov 2013
-26.91
Jul 2011 - Jun 2012
9.93%
2 Years
22.88 89.09
Dec 2011 - Nov 2013
-8.28
Dec 2013 - Nov 2015
2.16%
3 Years
22.00 69.63
Dec 2010 - Nov 2013
-3.91
Dec 2013 - Nov 2016
0.79%
5 Years
22.30 38.93
Mar 2009 - Feb 2014
3.46
Dec 2013 - Nov 2018
0.00%
7 Years
20.80 28.62
Jan 2011 - Dec 2017
7.32
Dec 2013 - Nov 2020
0.00%
10 Years
21.44 23.77
Aug 2010 - Jul 2020
14.80
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 Ray Dalio All Weather Portfolio with Bitcoin: Rolling Returns page.

Seasonality

Ray Dalio All Weather 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 %
0.41
71%
0.53
64%
1.01
43%
2.63
71%
2.51
64%
2.35
71%
1.07
85%
0.38
69%
-1.16
31%
0.88
54%
10.58
62%
-0.17
62%
Best
Year
3.6
2020
4.5
2011
9.7
2013
20.0
2011
28.2
2011
29.0
2011
5.1
2020
5.4
2017
2.7
2009
11.8
2013
121.0
2013
9.7
2011
Worst
Year
-8.1
2009
-4.1
2009
-2.7
2020
-6.6
2022
-3.4
2013
-6.1
2013
-7.7
2011
-16.1
2011
-11.2
2011
-7.3
2011
-2.6
2016
-23.4
2013
Statistics calculated for the period Jan 2009 - Jun 2022

Monthly/Yearly Returns

Ray Dalio All Weather Portfolio with Bitcoin monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
101 Positive Months (62%) - 61 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
-15.18 -18.49 -3.3 -0.1 -0.8 -6.6 -0.8 -4.5
2021
+8.91 +1.69 -1.2 -0.3 -0.2 3.3 -0.5 2.1 2.8 0.9 -2.6 4.7 -0.7 0.5
2020
+20.78 +19.25 3.6 0.0 -2.7 4.5 1.5 1.1 5.1 -0.2 -1.4 -1.5 5.5 3.9
2019
+19.77 +17.12 3.4 1.0 3.0 1.2 1.9 4.6 0.0 3.9 -1.4 0.8 0.1 0.1
2018
-4.47 -6.26 0.1 -2.7 0.2 -0.2 1.5 0.2 0.2 1.6 -1.0 -3.9 0.3 -0.6
2017
+36.73 +33.88 1.1 2.6 -0.8 1.5 2.8 1.1 1.1 5.4 -1.2 4.3 9.0 5.3
2016
+8.17 +5.99 0.6 2.3 2.0 1.0 0.8 4.3 1.5 -0.8 -0.1 -2.5 -2.6 1.6
2015
-2.53 -3.15 2.9 -1.1 -0.4 -0.8 -0.6 -2.1 1.2 -2.3 -0.3 2.8 -0.8 -0.9
2014
+11.71 +10.98 2.1 1.6 -0.1 1.0 2.2 1.2 -1.1 3.1 -2.6 1.6 1.7 0.7
2013
+126.20 +122.83 1.6 2.2 9.7 7.5 -3.4 -6.1 2.8 3.4 1.2 11.8 121.0 -23.4
2012
+10.28 +8.37 2.7 0.1 -1.0 1.7 0.3 1.3 3.3 1.3 0.8 -1.7 1.4 -0.4
2011
+44.99 +40.68 0.7 4.5 -0.1 20.0 28.2 29.0 -7.7 -16.1 -11.2 -7.3 -0.5 9.7
2010
+19.12 +17.44 -0.3 1.5 1.0 2.7 -0.9 1.2 1.6 2.5 2.2 3.5 -0.4 3.3
2009
+1.98 -0.81 -8.1 -4.1 4.3 -0.1 2.3 -0.1 3.1 2.2 2.7 -1.2 3.8 -1.9

Portfolio efficiency

Is the Ray Dalio All Weather 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
All Weather Portfolio with Bitcoin
Ray Dalio
+0.77 +9.98 -15.32 30 55 15
Permanent Portfolio with Bitcoin
Harry Browne
+0.22 +9.91 -12.29 25 50 25
Simplified Permanent Portfolio 2x Leveraged
+0.50 +6.91 -21.26 25 50 25
All Weather Portfolio 2x Leveraged
Ray Dalio
+1.40 +6.83 -26.81 37.5 55 7.5
All Weather Portfolio
Ray Dalio
+0.64 +5.36 -13.67 30 55 15
Permanent Portfolio
Harry Browne
+0.13 +5.19 -11.14 25 50 25
Simplified Permanent Portfolio
+0.31 +5.13 -10.97 25 50 25

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