Last Update: 31 December 2022

The Bill Bernstein Sheltered Sam 30/70 Portfolio obtained a 5.91% compound annual return, with a 5.14% standard deviation, in the last 30 Years.

The Gyroscopic Investing Desert Portfolio obtained a 6.54% compound annual return, with a 5.34% standard deviation, in the last 30 Years.

Summary

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Bill Bernstein Sheltered Sam 30/70 Portfolio Gyroscopic Investing Desert Portfolio
Risk Medium Medium
Asset Allocation Stocks 29.1% 30%
Fixed Income 70% 60%
Commodities 0.9% 10%
30 Years Stats Return +5.91% +6.54%
Std Dev 5.14% 5.34%
Max Drawdown -16.58% -14.72%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Bill Bernstein Sheltered Sam 30/70 Portfolio -1.48 -0.70 -9.07 +2.68 +3.39 +5.91 +7.28
Gyroscopic Investing Desert Portfolio -1.70 -1.07 -11.64 +3.65 +4.34 +6.54 +7.61
(*) Returns over 1 year are annualized

Capital Growth as of Dec 31, 2022

Bill Bernstein Sheltered Sam 30/70 Portfolio: an investment of 1000$, since January 1993, now would be worth 5598.73$, with a total return of 459.87% (5.91% annualized).

Gyroscopic Investing Desert Portfolio: an investment of 1000$, since January 1993, now would be worth 6698.71$, with a total return of 569.87% (6.54% annualized).

Bill Bernstein Sheltered Sam 30/70 Portfolio: an investment of 1000$, since January 1985, now would be worth 14421.47$, with a total return of 1342.15% (7.28% annualized).

Gyroscopic Investing Desert Portfolio: an investment of 1000$, since January 1985, now would be worth 16232.59$, with a total return of 1523.26% (7.61% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Bill Bernstein Sheltered Sam 30/70 Portfolio
Gyroscopic Investing Desert Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-16.58% Jun 2008 Feb 2009
-14.72% Jan 2022 Sep 2022
-12.55% Jan 2022 Sep 2022
-10.15% Mar 2008 Feb 2009
-6.24% Feb 2020 Mar 2020
-5.67% Feb 1994 Jun 1994
-5.63% Feb 1994 Jun 1994
-4.42% Jul 1998 Aug 1998
-4.37% May 2011 Sep 2011
-4.01% Jul 1998 Aug 1998
-3.98% Sep 2018 Dec 2018
-3.94% Feb 2001 Mar 2001
-3.56% Feb 2020 Mar 2020
-3.54% May 2015 Sep 2015
-3.44% Apr 2004 Apr 2004
-3.32% May 2010 Jun 2010
-3.26% Apr 2004 Apr 2004
-3.24% Sep 2011 Sep 2011
-2.91% Feb 1999 Feb 1999
-2.78% Apr 2000 May 2000

Drawdown comparison chart since January 1985.

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Bill Bernstein Sheltered Sam 30/70 Portfolio
Gyroscopic Investing Desert Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-16.58% Jun 2008 Feb 2009
-14.72% Jan 2022 Sep 2022
-12.55% Jan 2022 Sep 2022
-10.15% Mar 2008 Feb 2009
-8.49% Sep 1987 Nov 1987
-7.59% Sep 1987 Nov 1987
-6.24% Feb 2020 Mar 2020
-5.67% Feb 1994 Jun 1994
-5.63% Feb 1994 Jun 1994
-4.64% Aug 1990 Sep 1990
-4.42% Jul 1998 Aug 1998
-4.37% May 2011 Sep 2011
-4.01% Jul 1998 Aug 1998
-3.98% Sep 2018 Dec 2018
-3.94% Feb 2001 Mar 2001
-3.71% Jan 1990 Apr 1990
-3.56% Feb 2020 Mar 2020
-3.54% May 2015 Sep 2015
-3.44% Apr 2004 Apr 2004
-3.35% Jan 1990 Apr 1990

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Bill Bernstein Sheltered Sam 30/70 Portfolio Gyroscopic Investing Desert Portfolio
2022
-9.07% -11.64%
2021
+8.27% +5.76%
2020
+6.68% +12.96%
2019
+11.29% +14.41%
2018
-2.35% -0.94%
2017
+6.35% +8.38%
2016
+6.14% +5.39%
2015
-1.08% +0.02%
2014
+3.87% +5.45%
2013
+5.39% +6.10%
2012
+6.92% +6.70%
2011
+3.74% +6.23%
2010
+8.08% +11.95%
2009
+11.17% +10.05%
2008
-8.30% -2.92%
2007
+7.21% +10.64%
2006
+8.56% +8.85%
2005
+4.67% +5.06%
2004
+8.30% +6.34%
2003
+14.34% +12.64%
2002
+3.99% +4.90%
2001
+3.89% +1.31%
2000
+9.31% +4.70%
1999
+4.74% +5.12%
1998
+8.32% +13.26%
1997
+12.35% +12.53%
1996
+8.07% +6.98%
1995
+19.30% +23.10%
1994
-2.28% -2.86%
1993
+14.75% +11.81%
1992
+8.20% +6.83%
1991
+19.59% +18.44%
1990
+2.91% +3.54%
1989
+17.14% +16.86%
1988
+10.47% +6.82%
1987
+3.06% +4.17%
1986
+17.32% +15.33%
1985
+23.63% +23.33%
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