Last Update: 31 January 2021

The Dynamic 60/40 Income Portfolio obtained a 6.97% compound annual return, with a 8.01% standard deviation, in the last 10 years.

The Roger Gibson Talmud Portfolio obtained a 8.71% compound annual return, with a 9.44% standard deviation, in the last 10 years.

Summary

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Dynamic 60/40 Income Portfolio Roger Gibson Talmud Portfolio
Risk High High
Asset Allocation Stocks 60% 66.67%
Fixed Income 40% 33.33%
Commodities 0% 0%
10 Years Stats Return +6.97% +8.71%
Std Dev 8.01% 9.44%
Max Drawdown -14.25% -15.15%

Last Update: 31 January 2021

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Dynamic 60/40 Income Portfolio -0.47 +7.87 +7.32 +5.17 +6.68 +7.57 +6.97 +6.37
Roger Gibson Talmud Portfolio -0.39 +9.69 +7.85 +6.49 +8.36 +9.16 +8.71 +7.52
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

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Year Dynamic 60/40 Income Portfolio Roger Gibson Talmud Portfolio
2021
-0.47% -0.39%
2020
+6.26% +8.02%
2019
+18.59% +22.79%
2018
-3.28% -3.78%
2017
+8.11% +9.90%
2016
+7.39% +7.99%
2015
+0.49% +1.11%
2014
+11.87% +16.24%
2013
+8.15% +11.22%
2012
+12.84% +12.41%
2011
+3.16% +5.83%
2010
+14.75% +17.33%
2009
+25.31% +20.87%
2008
-21.78% -22.37%
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