Last Update: 31 August 2020

The Roger Gibson Five Asset Portfolio obtained a 6.15% compound annual return, with a 10.38% standard deviation, in the last 10 years.

The Technology Portfolio obtained a 22.37% compound annual return, with a 15.50% standard deviation, in the last 10 years.

Summary

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Roger Gibson Five Asset Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 60% 100%
Fixed Income 20% 0%
Commodities 20% 0%
10 Years Stats Return +6.15% +22.37%
Std Dev 10.38% 15.50%
Max Drawdown -19.29% -16.96%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2007

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Roger Gibson Five Asset Portfolio +3.08 +9.94 +4.63 +3.78 +4.63 +5.94 +6.15 +4.15
Technology Portfolio +10.94 +26.58 +43.84 +58.56 +27.40 +24.25 +22.37 +16.12
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2007.

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Year Roger Gibson Five Asset Portfolio Technology Portfolio
2020
-2.71% +39.23%
2019
+20.35% +38.96%
2018
-7.26% -0.12%
2017
+12.32% +32.66%
2016
+9.61% +7.10%
2015
-5.77% +9.45%
2014
+3.39% +19.18%
2013
+8.12% +36.63%
2012
+12.31% +18.12%
2011
+0.22% +3.47%
2010
+15.28% +20.14%
2009
+23.98% +54.68%
2008
-29.02% -41.73%
2007
+8.47% +19.02%
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