Last Update: 31 August 2021

The Burton Malkiel Late Thirties to Early Forties Portfolio obtained a 10.45% compound annual return, with a 11.74% standard deviation, in the last 10 years.

The Technology Portfolio obtained a 22.53% compound annual return, with a 15.49% standard deviation, in the last 10 years.

Summary

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Burton Malkiel Late Thirties to Early Forties Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 85% 100%
Fixed Income 15% 0%
Commodities 0% 0%
10 Years Stats Return +10.45% +22.53%
Std Dev 11.74% 15.49%
Max Drawdown -19.37% -16.96%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1999

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Burton Malkiel Late Thirties to Early Forties Portfolio +1.88 +3.72 +11.71 +25.14 +12.71 +12.11 +10.45 +8.49
Technology Portfolio +4.22 +13.91 +21.24 +29.39 +27.63 +27.68 +22.53 +10.53
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1999.

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Year Burton Malkiel Late Thirties to Early Forties Portfolio Technology Portfolio
2021
+13.45% +21.39%
2020
+12.75% +48.40%
2019
+24.10% +38.96%
2018
-7.61% -0.12%
2017
+20.64% +32.66%
2016
+8.99% +7.10%
2015
-2.65% +9.45%
2014
+7.18% +19.18%
2013
+16.37% +36.63%
2012
+15.81% +18.12%
2011
-2.39% +3.47%
2010
+14.99% +20.14%
2009
+31.14% +54.68%
2008
-32.91% -41.73%
2007
+8.39% +19.02%
2006
+21.40% +7.14%
2005
+11.93% +1.57%
2004
+16.16% +10.54%
2003
+34.34% +49.67%
2002
-10.16% -37.37%
2001
-1.34% -33.34%
2000
-4.91% -36.11%
1999
+22.20% +101.95%
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