Last Update: 31 March 2024
The Gyroscopic Investing Desert with Bitcoin Portfolio obtained a 8.43% compound annual return, with a 7.22% standard deviation, in the last 10 Years.
The Merrill Lynch Edge Select Moderately Conservative Portfolio obtained a 5.10% compound annual return, with a 7.48% standard deviation, in the last 10 Years.
Summary
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| Gyroscopic Investing Desert with Bitcoin Portfolio | Merrill Lynch Edge Select Moderately Conservative Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | Medium | |
| Asset Allocation | Stocks | 30% | 37% |
| Fixed Income | 60% | 63% | |
| Commodities | 10% | 0% | |
| 10 Years Stats | Return | +8.43% | +5.10% |
| Std Dev | 7.22% | 7.48% | |
| Max Drawdown | -15.73% | -18.53% | |
| All time Stats (Since Jan 2009) |
Return | +16.38% | +6.67% |
| Std Dev | 34.42% | 7.40% | |
| Max Drawdown | -40.72% | -18.53% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 2009
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| 1M | 6M | 1Y | 5Y | 10Y | MAX | |
|---|---|---|---|---|---|---|
| Gyroscopic Investing Desert with Bitcoin Portfolio | +2.24 | +13.87 | +12.91 | +7.71 | +8.43 | +16.38 |
| Merrill Lynch Edge Select Moderately Conservative Portfolio | +1.72 | +11.69 | +11.02 | +5.12 | +5.10 | +6.67 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Gyroscopic Investing Desert with Bitcoin Portfolio: an investment of 1$, since April 2014,
now would be worth 2.25$, with a total return of 124.66%
(8.43% annualized).
Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1$, since April 2014, now would be worth 1.64$, with a total return of 64.40% (5.10% annualized).
Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1$, since April 2014, now would be worth 1.64$, with a total return of 64.40% (5.10% annualized).
Gyroscopic Investing Desert with Bitcoin Portfolio: an investment of 1$, since January 2009,
now would be worth 10.11$, with a total return of 910.55%
(16.38% annualized).
Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1$, since January 2009, now would be worth 2.68$, with a total return of 167.66% (6.67% annualized).
Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1$, since January 2009, now would be worth 2.68$, with a total return of 167.66% (6.67% annualized).
Drawdowns
Drawdown comparison chart since April 2014.
Swipe left to see all data
|
Gyroscopic Investing Desert with Bitcoin Portfolio
|
Merrill Lynch Edge Select Moderately Conservative Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -18.53% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.24 | |||||
| -15.73% | Nov 2021 | Sep 2022 (11) | Jan 2024 (27) | 8.32 | |||||
| -7.78% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.56 | |||||
| -4.75% | Sep 2018 | Dec 2018 (4) | Feb 2019 (6) | 2.52 | |||||
| -4.35% | May 2015 | Jan 2016 (9) | May 2016 (13) | 2.47 | |||||
| -4.33% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 2.29 | |||||
| -3.42% | Sep 2018 | Dec 2018 (4) | Feb 2019 (6) | 1.83 | |||||
| -2.69% | Feb 2018 | Apr 2018 (3) | Aug 2018 (7) | 1.76 | |||||
| -2.42% | Jun 2015 | Sep 2015 (4) | Oct 2015 (5) | 1.37 | |||||
| -2.41% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.39 | |||||
| -2.25% | Feb 2018 | Apr 2018 (3) | Aug 2018 (7) | 1.46 | |||||
| -2.24% | Sep 2021 | Sep 2021 (1) | Dec 2021 (4) | 1.10 | |||||
| -2.08% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.22 | |||||
| -1.89% | Aug 2016 | Nov 2016 (4) | Jan 2017 (6) | 0.98 | |||||
| -1.87% | Oct 2016 | Nov 2016 (2) | Jan 2017 (4) | 1.10 | |||||
| -1.82% | May 2019 | May 2019 (1) | Jun 2019 (2) | 1.05 | |||||
| -1.80% | Sep 2014 | Sep 2014 (1) | Nov 2014 (3) | 0.97 | |||||
| -1.70% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.18 | |||||
| -1.64% | Sep 2014 | Sep 2014 (1) | Nov 2014 (3) | 0.83 | |||||
| -1.29% | Jul 2014 | Jul 2014 (1) | Aug 2014 (2) | 0.74 | |||||
Drawdown comparison chart since January 2009.
Swipe left to see all data
|
Gyroscopic Investing Desert with Bitcoin Portfolio
|
Merrill Lynch Edge Select Moderately Conservative Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -40.72% | Jul 2011 | Nov 2011 (5) | Nov 2013 (29) | 26.58 | |||||
| -23.13% | Dec 2013 | Dec 2013 (1) | Oct 2017 (47) | 16.76 | |||||
| -18.53% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.24 | |||||
| -15.73% | Nov 2021 | Sep 2022 (11) | Jan 2024 (27) | 8.32 | |||||
| -8.37% | Jan 2009 | Feb 2009 (2) | Apr 2009 (4) | 4.66 | |||||
| -7.78% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.56 | |||||
| -5.90% | Jan 2009 | Feb 2009 (2) | May 2009 (5) | 2.97 | |||||
| -5.80% | Jun 2011 | Sep 2011 (4) | Jan 2012 (8) | 2.34 | |||||
| -4.75% | Sep 2018 | Dec 2018 (4) | Feb 2019 (6) | 2.52 | |||||
| -4.35% | May 2015 | Jan 2016 (9) | May 2016 (13) | 2.47 | |||||
| -4.33% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 2.29 | |||||
| -3.50% | May 2010 | Jun 2010 (2) | Jul 2010 (3) | 2.37 | |||||
| -3.42% | Sep 2018 | Dec 2018 (4) | Feb 2019 (6) | 1.83 | |||||
| -3.06% | May 2013 | Jun 2013 (2) | Sep 2013 (5) | 1.63 | |||||
| -2.86% | May 2012 | May 2012 (1) | Jul 2012 (3) | 1.50 | |||||
| -2.69% | Feb 2018 | Apr 2018 (3) | Aug 2018 (7) | 1.76 | |||||
| -2.41% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.39 | |||||
| -2.25% | Feb 2018 | Apr 2018 (3) | Aug 2018 (7) | 1.46 | |||||
| -2.24% | Sep 2021 | Sep 2021 (1) | Dec 2021 (4) | 1.10 | |||||
| -2.08% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.22 | |||||
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.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+4.37%
|
0.00% |
+2.62%
|
-0.08% |
| 2023 |
+14.45%
|
-3.66% |
+13.70%
|
-6.23% |
| 2022 |
-12.90%
|
-15.68% |
-14.91%
|
-18.53% |
| 2021 |
+7.03%
|
-2.41% |
+6.44%
|
-2.24% |
| 2020 |
+18.57%
|
-4.33% |
+11.65%
|
-7.78% |
| 2019 |
+15.94%
|
-0.71% |
+16.41%
|
-1.82% |
| 2018 |
-2.34%
|
-3.42% |
-2.89%
|
-4.75% |
| 2017 |
+33.55%
|
-0.85% |
+11.44%
|
0.00% |
| 2016 |
+7.71%
|
-1.89% |
+6.14%
|
-1.87% |
| 2015 |
+0.98%
|
-2.42% |
-0.48%
|
-4.33% |
| 2014 |
+4.32%
|
-1.80% |
+6.29%
|
-1.64% |
| 2013 |
+130.41%
|
-23.13% |
+8.82%
|
-3.06% |
| 2012 |
+10.19%
|
-1.94% |
+9.99%
|
-2.86% |
| 2011 |
+35.50%
|
-40.72% |
+3.41%
|
-5.80% |
| 2010 |
+18.32%
|
-1.67% |
+10.48%
|
-3.50% |
| 2009 |
+9.57%
|
-5.90% |
+17.30%
|
-8.37% |
