Last Update: 31 July 2022

The Gold Portfolio obtained a 5.19% compound annual return, with a 15.42% standard deviation, in the last 30 Years.

The Technology Portfolio obtained a 13.75% compound annual return, with a 23.71% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 0% 100%
Fixed Income 0% 0%
Commodities 100% 0%
30 Years Stats Return +5.19% +13.75%
Std Dev 15.42% 23.71%
Max Drawdown -42.91% -81.08%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from November 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Gold Portfolio -2.59 -2.37 -3.37 +6.33 +0.48 +5.19 +4.49
Technology Portfolio +12.55 -12.84 -12.99 +17.92 +18.28 +13.75 +14.12
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Gold Portfolio: an investment of 1000$, since August 1992, now would be worth 4560.59$, with a total return of 356.06% (5.19% annualized).

Technology Portfolio: an investment of 1000$, since August 1992, now would be worth 47690.23$, with a total return of 4669.02% (13.75% annualized).

Gold Portfolio: an investment of 1000$, since November 1985, now would be worth 5020.02$, with a total return of 402.00% (4.49% annualized).

Technology Portfolio: an investment of 1000$, since November 1985, now would be worth 128391.60$, with a total return of 12739.16% (14.12% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Gold Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-42.91% Sep 2011 Dec 2015
-37.17% Feb 1996 Aug 1999
-29.33% Jan 2022 Jun 2022
-25.83% Mar 2008 Oct 2008
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-13.74% Aug 2020 Mar 2021
-13.51% Feb 1997 Mar 1997
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-11.51% Aug 1993 Sep 1993
-10.50% Aug 1997 Dec 1997
-9.82% Dec 2015 Feb 2016
-9.49% Feb 1999 Feb 1999
-8.88% Aug 2015 Sep 2015
-8.65% Sep 2020 Oct 2020
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.45% Aug 1992 Feb 1993

Drawdown comparison chart since November 1985.

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Gold Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-48.26% Dec 1987 Aug 1999
-42.91% Sep 2011 Dec 2015
-34.57% Sep 1987 Nov 1987
-29.33% Jan 2022 Jun 2022
-27.64% Jul 1990 Oct 1990
-25.83% Mar 2008 Oct 2008
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-15.73% Jun 1986 Sep 1986
-13.74% Aug 2020 Mar 2021
-13.51% Feb 1997 Mar 1997
-13.48% Mar 1992 Aug 1992
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-10.80% Oct 1989 Jan 1990
-10.50% Aug 1997 Dec 1997
-9.82% Dec 2015 Feb 2016
-9.49% Feb 1999 Feb 1999
-8.89% Jun 1991 Jun 1991

Yearly Returns

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

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Year Gold Portfolio Technology Portfolio
2022
-4.01% -20.46%
2021
-4.15% +27.42%
2020
+24.81% +48.40%
2019
+17.86% +38.96%
2018
-1.94% -0.12%
2017
+12.81% +32.66%
2016
+8.03% +7.10%
2015
-10.67% +9.45%
2014
-2.19% +19.18%
2013
-28.33% +36.63%
2012
+6.60% +18.12%
2011
+9.57% +3.47%
2010
+29.27% +20.14%
2009
+24.03% +54.68%
2008
+4.92% -41.73%
2007
+30.45% +19.02%
2006
+22.55% +7.14%
2005
+17.76% +1.57%
2004
+4.65% +10.54%
2003
+19.89% +49.67%
2002
+25.57% -37.37%
2001
+0.75% -33.34%
2000
-5.44% -36.11%
1999
+0.85% +101.95%
1998
-0.83% +85.30%
1997
-21.41% +20.63%
1996
-4.59% +42.54%
1995
+0.98% +42.54%
1994
-2.17% +1.50%
1993
+17.68% +10.58%
1992
-5.73% +8.86%
1991
-8.56% +64.99%
1990
-3.11% -10.41%
1989
-2.84% +26.17%
1988
-15.26% +13.54%
1987
+24.53% +10.50%
1986
+18.96% +6.89%
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