Gyroscopic Investing Desert 2x Leveraged vs Burton Malkiel Mid-Fifties Portfolio Comparison

Last Update: 29 February 2024

The Gyroscopic Investing Desert 2x Leveraged Portfolio obtained a 6.37% compound annual return, with a 13.38% standard deviation, in the last 10 Years.

The Burton Malkiel Mid-Fifties Portfolio obtained a 7.00% compound annual return, with a 12.38% standard deviation, in the last 10 Years.

Summary

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Gyroscopic Investing Desert 2x Leveraged Portfolio Burton Malkiel Mid-Fifties Portfolio
Portfolio Risk Medium Very High
Asset Allocation Stocks 30% 80%
Fixed Income 60% 20%
Commodities 10% 0%
10 Years Stats Return +6.37% +7.00%
Std Dev 13.38% 12.38%
Max Drawdown -34.04% -24.05%
All time Stats
(Since Mar 2010)
Return +9.45% +8.30%
Std Dev 12.34% 12.45%
Max Drawdown -34.04% -24.05%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from March 2010

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1M 6M 1Y 5Y 10Y MAX
Gyroscopic Investing Desert 2x Leveraged Portfolio -0.66 +6.75 +14.31 +5.90 +6.37 +9.45
Burton Malkiel Mid-Fifties Portfolio +3.05 +8.50 +15.09 +7.40 +7.00 +8.30
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Gyroscopic Investing Desert 2x Leveraged Portfolio: an investment of 1$, since March 2014, now would be worth 1.86$, with a total return of 85.50% (6.37% annualized).

Burton Malkiel Mid-Fifties Portfolio: an investment of 1$, since March 2014, now would be worth 1.97$, with a total return of 96.76% (7.00% annualized).

Gyroscopic Investing Desert 2x Leveraged Portfolio: an investment of 1$, since March 2010, now would be worth 3.54$, with a total return of 253.94% (9.45% annualized).

Burton Malkiel Mid-Fifties Portfolio: an investment of 1$, since March 2010, now would be worth 3.05$, with a total return of 205.32% (8.30% annualized).

Drawdowns

Drawdown comparison chart since March 2014.

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Gyroscopic Investing Desert 2x Leveraged Portfolio
Burton Malkiel Mid-Fifties 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 (26) 23.70
-24.05% Jan 2022 Sep 2022 (9) In progress (26) 12.80
-18.63% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.44
-10.03% Aug 2016 Nov 2016 (4) Jul 2017 (12) 4.91
-10.02% Feb 2018 Dec 2018 (11) Mar 2019 (14) 4.35
-9.21% May 2015 Feb 2016 (10) Jun 2016 (14) 5.08
-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
-3.95% Sep 2021 Sep 2021 (1) Oct 2021 (2) 2.28
-3.94% May 2019 May 2019 (1) Jun 2019 (2) 2.28
-3.61% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.87
-3.55% Sep 2020 Oct 2020 (2) Nov 2020 (3) 2.05
-3.42% Sep 2014 Sep 2014 (1) Nov 2014 (3) 1.75
-3.41% Sep 2014 Sep 2014 (1) Nov 2014 (3) 1.77
-2.34% Oct 2016 Nov 2016 (2) Jan 2017 (4) 1.47
-2.16% Nov 2021 Nov 2021 (1) Dec 2021 (2) 1.25
-1.97% Jul 2014 Jul 2014 (1) Aug 2014 (2) 1.14

Drawdown comparison chart since March 2010.

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Gyroscopic Investing Desert 2x Leveraged Portfolio
Burton Malkiel Mid-Fifties 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 (26) 23.70
-24.05% Jan 2022 Sep 2022 (9) In progress (26) 12.80
-18.63% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.44
-15.78% May 2011 Sep 2011 (5) Mar 2012 (11) 6.66
-10.03% Aug 2016 Nov 2016 (4) Jul 2017 (12) 4.91
-10.02% Feb 2018 Dec 2018 (11) Mar 2019 (14) 4.35
-9.50% May 2010 Jun 2010 (2) Sep 2010 (5) 5.33
-9.21% May 2015 Feb 2016 (10) Jun 2016 (14) 5.08
-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
-6.25% Apr 2012 May 2012 (2) Aug 2012 (5) 2.77
-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
-3.96% May 2013 Jun 2013 (2) Sep 2013 (5) 2.29
-3.95% Sep 2021 Sep 2021 (1) Oct 2021 (2) 2.28
-3.94% May 2019 May 2019 (1) Jun 2019 (2) 2.28
-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.
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Year Return Drawdown Return Drawdown
2024
-0.01%
-0.66%
+2.05%
-0.98%
2023
+15.63%
-13.22%
+15.87%
-9.23%
2022
-30.56%
-34.04%
-17.33%
-24.05%
2021
+12.18%
-5.79%
+15.75%
-3.95%
2020
+21.66%
-6.04%
+11.71%
-18.63%
2019
+30.15%
-1.15%
+23.79%
-3.94%
2018
-5.84%
-7.55%
-7.10%
-10.02%
2017
+17.48%
-1.28%
+19.19%
0.00%
2016
+7.95%
-10.03%
+8.92%
-3.97%
2015
-1.47%
-6.85%
-2.27%
-8.93%
2014
+17.56%
-3.41%
+8.09%
-3.42%
2013
+8.45%
-8.09%
+14.67%
-3.96%
2012
+14.13%
-2.65%
+15.47%
-6.25%
2011
+18.75%
-3.56%
-0.94%
-15.78%