Last Update: 31 March 2024
The Gyroscopic Investing Desert 2x Leveraged Portfolio obtained a 6.95% compound annual return, with a 13.43% standard deviation, in the last 10 Years.
The Burton Malkiel Late Thirties to Early Forties Portfolio obtained a 7.42% compound annual return, with a 12.83% standard deviation, in the last 10 Years.
Summary
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| Gyroscopic Investing Desert 2x Leveraged Portfolio | Burton Malkiel Late Thirties to Early Forties Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | Very High | |
| Asset Allocation | Stocks | 30% | 85% |
| Fixed Income | 60% | 15% | |
| Commodities | 10% | 0% | |
| 10 Years Stats | Return | +6.95% | +7.42% |
| Std Dev | 13.43% | 12.83% | |
| Max Drawdown | -34.04% | -24.26% | |
| All time Stats (Since Mar 2010) |
Return | +9.74% | +8.63% |
| Std Dev | 12.34% | 12.97% | |
| Max Drawdown | -34.04% | -24.26% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from March 2010
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| 1M | 6M | 1Y | 5Y | 10Y | MAX | |
|---|---|---|---|---|---|---|
| Gyroscopic Investing Desert 2x Leveraged Portfolio | +4.61 | +21.52 | +11.20 | +6.09 | +6.95 | +9.74 |
| Burton Malkiel Late Thirties to Early Forties Portfolio | +2.49 | +16.46 | +16.56 | +8.06 | +7.42 | +8.63 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Gyroscopic Investing Desert 2x Leveraged Portfolio: an investment of 1$, since April 2014,
now would be worth 1.96$, with a total return of 95.85%
(6.95% annualized).
Burton Malkiel Late Thirties to Early Forties Portfolio: an investment of 1$, since April 2014, now would be worth 2.05$, with a total return of 104.57% (7.42% annualized).
Burton Malkiel Late Thirties to Early Forties Portfolio: an investment of 1$, since April 2014, now would be worth 2.05$, with a total return of 104.57% (7.42% annualized).
Gyroscopic Investing Desert 2x Leveraged Portfolio: an investment of 1$, since March 2010,
now would be worth 3.70$, with a total return of 270.24%
(9.74% annualized).
Burton Malkiel Late Thirties to Early Forties Portfolio: an investment of 1$, since March 2010, now would be worth 3.21$, with a total return of 220.72% (8.63% annualized).
Burton Malkiel Late Thirties to Early Forties Portfolio: an investment of 1$, since March 2010, now would be worth 3.21$, with a total return of 220.72% (8.63% annualized).
Drawdowns
Drawdown comparison chart since April 2014.
Swipe left to see all data
|
Gyroscopic Investing Desert 2x Leveraged Portfolio
|
Burton Malkiel Late Thirties to Early Forties Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -34.04% | Jan 2022 | Sep 2022 (9) | In progress (27) | 23.47 | |||||
| -24.26% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 12.40 | |||||
| -19.36% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.83 | |||||
| -11.04% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.65 | |||||
| -10.51% | May 2015 | Feb 2016 (10) | Jul 2016 (15) | 5.57 | |||||
| -10.03% | Aug 2016 | Nov 2016 (4) | Jul 2017 (12) | 4.91 | |||||
| -7.55% | Feb 2018 | Oct 2018 (9) | Mar 2019 (14) | 4.29 | |||||
| -6.85% | Feb 2015 | Aug 2015 (7) | Mar 2016 (14) | 3.98 | |||||
| -6.04% | Sep 2020 | Oct 2020 (2) | Dec 2020 (4) | 3.09 | |||||
| -5.79% | Sep 2021 | Sep 2021 (1) | Dec 2021 (4) | 2.63 | |||||
| -5.23% | Jan 2021 | Mar 2021 (3) | Apr 2021 (4) | 3.50 | |||||
| -4.51% | May 2019 | May 2019 (1) | Jun 2019 (2) | 2.60 | |||||
| -3.97% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 2.29 | |||||
| -3.67% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 2.13 | |||||
| -3.61% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 1.87 | |||||
| -3.52% | Sep 2014 | Sep 2014 (1) | Nov 2014 (3) | 1.83 | |||||
| -3.41% | Sep 2014 | Sep 2014 (1) | Nov 2014 (3) | 1.77 | |||||
| -2.28% | Nov 2021 | Nov 2021 (1) | Dec 2021 (2) | 1.32 | |||||
| -2.14% | Oct 2016 | Oct 2016 (1) | Jan 2017 (4) | 1.32 | |||||
| -1.97% | Jul 2014 | Jul 2014 (1) | Aug 2014 (2) | 1.14 | |||||
Drawdown comparison chart since March 2010.
Swipe left to see all data
|
Gyroscopic Investing Desert 2x Leveraged Portfolio
|
Burton Malkiel Late Thirties to Early Forties Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -34.04% | Jan 2022 | Sep 2022 (9) | In progress (27) | 23.47 | |||||
| -24.26% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 12.40 | |||||
| -19.36% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.83 | |||||
| -17.20% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 6.44 | |||||
| -11.04% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.65 | |||||
| -10.51% | May 2015 | Feb 2016 (10) | Jul 2016 (15) | 5.57 | |||||
| -10.26% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 5.86 | |||||
| -10.03% | Aug 2016 | Nov 2016 (4) | Jul 2017 (12) | 4.91 | |||||
| -8.09% | May 2013 | Jun 2013 (2) | Oct 2013 (6) | 4.76 | |||||
| -7.55% | Feb 2018 | Oct 2018 (9) | Mar 2019 (14) | 4.29 | |||||
| -6.85% | Feb 2015 | Aug 2015 (7) | Mar 2016 (14) | 3.98 | |||||
| -6.04% | Sep 2020 | Oct 2020 (2) | Dec 2020 (4) | 3.09 | |||||
| -5.79% | Sep 2021 | Sep 2021 (1) | Dec 2021 (4) | 2.63 | |||||
| -5.23% | Jan 2021 | Mar 2021 (3) | Apr 2021 (4) | 3.50 | |||||
| -4.51% | May 2019 | May 2019 (1) | Jun 2019 (2) | 2.60 | |||||
| -3.97% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 2.29 | |||||
| -3.67% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 2.13 | |||||
| -3.65% | May 2013 | Jun 2013 (2) | Jul 2013 (3) | 1.93 | |||||
| -3.61% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 1.87 | |||||
| -3.56% | Sep 2011 | Sep 2011 (1) | Oct 2011 (2) | 2.05 | |||||
Yearly Returns
For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+4.59%
|
-0.66% |
+5.03%
|
-0.89% |
| 2023 |
+15.63%
|
-13.22% |
+16.77%
|
-9.38% |
| 2022 |
-30.56%
|
-34.04% |
-17.38%
|
-24.26% |
| 2021 |
+12.18%
|
-5.79% |
+15.84%
|
-3.97% |
| 2020 |
+21.66%
|
-6.04% |
+12.75%
|
-19.36% |
| 2019 |
+30.15%
|
-1.15% |
+24.10%
|
-4.51% |
| 2018 |
-5.84%
|
-7.55% |
-7.61%
|
-11.04% |
| 2017 |
+17.48%
|
-1.28% |
+20.64%
|
0.00% |
| 2016 |
+7.95%
|
-10.03% |
+8.99%
|
-4.56% |
| 2015 |
-1.47%
|
-6.85% |
-2.65%
|
-9.75% |
| 2014 |
+17.56%
|
-3.41% |
+7.18%
|
-3.52% |
| 2013 |
+8.45%
|
-8.09% |
+16.37%
|
-3.65% |
| 2012 |
+14.13%
|
-2.65% |
+15.81%
|
-7.03% |
| 2011 |
+18.75%
|
-3.56% |
-2.39%
|
-17.20% |
