Last Update: 31 July 2022

The Andrew Tobias Portfolio obtained a 6.68% compound annual return, with a 9.70% standard deviation, in the last 30 Years.

The Roger Gibson Talmud Portfolio obtained a 8.67% compound annual return, with a 10.35% standard deviation, in the last 30 Years.

Summary

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Andrew Tobias Portfolio Roger Gibson Talmud Portfolio
Risk High High
Asset Allocation Stocks 66.67% 66.67%
Fixed Income 33.33% 33.33%
Commodities 0% 0%
30 Years Stats Return +6.68% +8.67%
Std Dev 9.70% 10.35%
Max Drawdown -36.42% -40.17%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1986

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Andrew Tobias Portfolio +4.65 -7.17 -7.99 +5.49 +6.89 +6.68 +7.65
Roger Gibson Talmud Portfolio +6.59 -6.82 -6.58 +7.22 +7.99 +8.67 +9.06
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Andrew Tobias Portfolio: an investment of 1000$, since August 1992, now would be worth 6962.40$, with a total return of 596.24% (6.68% annualized).

Roger Gibson Talmud Portfolio: an investment of 1000$, since August 1992, now would be worth 12119.52$, with a total return of 1111.95% (8.67% annualized).

Andrew Tobias Portfolio: an investment of 1000$, since January 1986, now would be worth 14810.36$, with a total return of 1381.04% (7.65% annualized).

Roger Gibson Talmud Portfolio: an investment of 1000$, since January 1986, now would be worth 23891.64$, with a total return of 2289.16% (9.06% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Andrew Tobias Portfolio
Roger Gibson Talmud Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.17% Jun 2007 Feb 2009
-36.42% Nov 2007 Feb 2009
-25.91% Apr 2000 Sep 2002
-17.40% Jan 2022 Jun 2022
-15.16% Feb 2020 Mar 2020
-14.36% Jan 2022 Jun 2022
-13.71% Jan 2020 Mar 2020
-13.69% May 2011 Sep 2011
-10.50% Jun 2011 Sep 2011
-10.43% Jul 1998 Aug 1998
-9.73% Jul 1998 Aug 1998
-8.88% Feb 2018 Dec 2018
-8.81% Jun 2015 Feb 2016
-8.70% Oct 1993 Nov 1994
-8.26% Apr 2002 Oct 2002
-7.57% Sep 2018 Dec 2018
-6.69% Apr 2004 Apr 2004
-5.69% Apr 2015 Aug 2015
-5.08% Feb 2001 Mar 2001
-4.84% Aug 2016 Oct 2016

Drawdown comparison chart since January 1986.

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Andrew Tobias Portfolio
Roger Gibson Talmud Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.17% Jun 2007 Feb 2009
-36.42% Nov 2007 Feb 2009
-25.91% Apr 2000 Sep 2002
-17.40% Jan 2022 Jun 2022
-15.52% Sep 1987 Nov 1987
-15.16% Feb 2020 Mar 2020
-14.68% Sep 1987 Nov 1987
-14.36% Jan 2022 Jun 2022
-13.71% Jan 2020 Mar 2020
-13.69% May 2011 Sep 2011
-12.76% Jan 1990 Sep 1990
-10.50% Jun 2011 Sep 2011
-10.43% Jul 1998 Aug 1998
-10.14% Jul 1990 Oct 1990
-9.73% Jul 1998 Aug 1998
-8.88% Feb 2018 Dec 2018
-8.81% Jun 2015 Feb 2016
-8.70% Oct 1993 Nov 1994
-8.26% Apr 2002 Oct 2002
-7.57% Sep 2018 Dec 2018

Yearly Returns

Yearly return comparison. Common historical serie start from January 1986.

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Year Andrew Tobias Portfolio Roger Gibson Talmud Portfolio
2022
-10.38% -11.96%
2021
+12.14% +21.44%
2020
+10.55% +8.02%
2019
+18.69% +22.79%
2018
-5.85% -3.78%
2017
+15.52% +9.90%
2016
+5.01% +7.99%
2015
-0.07% +1.11%
2014
+2.26% +16.24%
2013
+18.36% +11.22%
2012
+11.85% +12.41%
2011
-3.28% +5.83%
2010
+9.28% +17.33%
2009
+18.73% +20.87%
2008
-23.80% -22.37%
2007
+7.55% -1.40%
2006
+15.13% +18.42%
2005
+7.05% +6.88%
2004
+10.80% +15.93%
2003
+24.42% +23.46%
2002
-9.29% -2.82%
2001
-8.37% +3.27%
2000
-5.34% +9.05%
1999
+21.21% +6.34%
1998
+15.71% +5.18%
1997
+12.04% +19.74%
1996
+10.01% +19.46%
1995
+17.29% +22.03%
1994
+3.04% -3.74%
1993
+15.62% +13.33%
1992
+0.36% +10.28%
1991
+17.79% +27.78%
1990
-6.98% -4.26%
1989
+17.49% +16.87%
1988
+16.22% +12.71%
1987
+12.63% +0.17%
1986
+29.43% +16.28%
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