Last Update: 31 August 2021
The Alexander Green Gone Fishin' Portfolio obtained a 8.55% compound annual return, with a 10.36% standard deviation, in the last 10 years.
The Roger Gibson Talmud Portfolio obtained a 10.28% compound annual return, with a 9.37% standard deviation, in the last 10 years.
Summary
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| Alexander Green Gone Fishin' Portfolio | Roger Gibson Talmud Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 65% | 66.67% |
| Fixed Income | 30% | 33.33% | |
| Commodities | 5% | 0% | |
| 10 Years Stats | Return | +8.55% | +10.28% |
| Std Dev | 10.36% | 9.37% | |
| Max Drawdown | -17.17% | -15.15% | |
Last Update: 31 August 2021
Historical Returns
The examinated historical serie starts from January 1995
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| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Alexander Green Gone Fishin' Portfolio | +1.20 | +1.58 | +7.75 | +22.36 | +10.38 | +10.20 | +8.55 | +8.52 |
| Roger Gibson Talmud Portfolio | +1.72 | +6.46 | +14.93 | +23.31 | +12.59 | +10.05 | +10.28 | +9.60 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1995.
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| Year | Alexander Green Gone Fishin' Portfolio | Roger Gibson Talmud Portfolio |
|---|---|---|
| 2021 |
+10.70% | +16.41% |
| 2020 |
+12.37% | +8.02% |
| 2019 |
+19.76% | +22.79% |
| 2018 |
-7.32% | -3.78% |
| 2017 |
+16.62% | +9.90% |
| 2016 |
+10.50% | +7.99% |
| 2015 |
-3.07% | +1.11% |
| 2014 |
+3.43% | +16.24% |
| 2013 |
+13.26% | +11.22% |
| 2012 |
+13.95% | +12.41% |
| 2011 |
-1.05% | +5.83% |
| 2010 |
+16.13% | +17.33% |
| 2009 |
+29.72% | +20.87% |
| 2008 |
-28.75% | -22.37% |
| 2007 |
+8.90% | -1.40% |
| 2006 |
+16.96% | +18.42% |
| 2005 |
+12.08% | +6.88% |
| 2004 |
+15.76% | +15.93% |
| 2003 |
+31.54% | +23.46% |
| 2002 |
-4.17% | -2.82% |
| 2001 |
-2.20% | +3.27% |
| 2000 |
-4.37% | +9.05% |
| 1999 |
+21.54% | +6.34% |
| 1998 |
+5.75% | +5.18% |
| 1997 |
+8.91% | +19.74% |
| 1996 |
+11.89% | +19.46% |
| 1995 |
+18.66% | +22.03% |