Gyroscopic Investing Desert with Bitcoin vs Stocks/Bonds 40/60 Portfolio Comparison

Last Update: 29 February 2024

The Gyroscopic Investing Desert with Bitcoin Portfolio obtained a 8.11% compound annual return, with a 7.22% standard deviation, in the last 10 Years.

The Stocks/Bonds 40/60 Portfolio obtained a 5.74% compound annual return, with a 7.77% standard deviation, in the last 10 Years.

Summary

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Gyroscopic Investing Desert with Bitcoin Portfolio Stocks/Bonds 40/60 Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 30% 40%
Fixed Income 60% 60%
Commodities 10% 0%
10 Years Stats Return +8.11% +5.74%
Std Dev 7.22% 7.77%
Max Drawdown -15.73% -18.63%
All time Stats
(Since Jan 2009)
Return +16.31% +7.18%
Std Dev 34.52% 7.40%
Max Drawdown -40.72% -18.63%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 2009

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1M 6M 1Y 5Y 10Y MAX
Gyroscopic Investing Desert with Bitcoin Portfolio +1.66 +8.50 +14.64 +7.53 +8.11 +16.31
Stocks/Bonds 40/60 Portfolio +1.32 +6.96 +13.37 +6.01 +5.74 +7.18
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Gyroscopic Investing Desert with Bitcoin Portfolio: an investment of 1$, since March 2014, now would be worth 2.18$, with a total return of 118.02% (8.11% annualized).

Stocks/Bonds 40/60 Portfolio: an investment of 1$, since March 2014, now would be worth 1.75$, with a total return of 74.72% (5.74% annualized).

Gyroscopic Investing Desert with Bitcoin Portfolio: an investment of 1$, since January 2009, now would be worth 9.88$, with a total return of 888.37% (16.31% annualized).

Stocks/Bonds 40/60 Portfolio: an investment of 1$, since January 2009, now would be worth 2.86$, with a total return of 186.43% (7.18% annualized).

Drawdowns

Drawdown comparison chart since March 2014.

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Gyroscopic Investing Desert with Bitcoin Portfolio
Stocks/Bonds 40/60 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-18.63% Jan 2022 Sep 2022 (9) In progress (26) 11.00
-15.73% Nov 2021 Sep 2022 (11) Jan 2024 (27) 8.32
-8.09% Feb 2020 Mar 2020 (2) May 2020 (4) 3.88
-5.36% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.59
-4.33% Feb 2020 Mar 2020 (2) Apr 2020 (3) 2.29
-3.42% Sep 2018 Dec 2018 (4) Feb 2019 (6) 1.83
-3.41% Jun 2015 Sep 2015 (4) Mar 2016 (10) 1.86
-2.87% Feb 2018 Apr 2018 (3) Jul 2018 (6) 1.80
-2.59% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.49
-2.56% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.48
-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
-1.89% Aug 2016 Nov 2016 (4) Jan 2017 (6) 0.98
-1.80% Sep 2014 Sep 2014 (1) Nov 2014 (3) 0.97
-1.77% May 2019 May 2019 (1) Jun 2019 (2) 1.02
-1.70% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.18
-1.45% Oct 2016 Oct 2016 (1) Jan 2017 (4) 0.84
-1.29% Jul 2014 Jul 2014 (1) Aug 2014 (2) 0.74
-1.20% Sep 2014 Sep 2014 (1) Oct 2014 (2) 0.69

Drawdown comparison chart since January 2009.

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Gyroscopic Investing Desert with Bitcoin Portfolio
Stocks/Bonds 40/60 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
-18.63% Jan 2022 Sep 2022 (9) In progress (26) 11.00
-15.73% Nov 2021 Sep 2022 (11) Jan 2024 (27) 8.32
-8.68% Jan 2009 Feb 2009 (2) May 2009 (5) 4.56
-8.09% Feb 2020 Mar 2020 (2) May 2020 (4) 3.88
-5.90% Jan 2009 Feb 2009 (2) May 2009 (5) 2.97
-5.36% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.59
-4.76% Jun 2011 Sep 2011 (4) Dec 2011 (7) 1.98
-4.33% Feb 2020 Mar 2020 (2) Apr 2020 (3) 2.29
-3.96% May 2010 Jun 2010 (2) Sep 2010 (5) 2.10
-3.42% Sep 2018 Dec 2018 (4) Feb 2019 (6) 1.83
-3.41% Jun 2015 Sep 2015 (4) Mar 2016 (10) 1.86
-2.87% Feb 2018 Apr 2018 (3) Jul 2018 (6) 1.80
-2.59% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.49
-2.56% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.48
-2.41% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.39
-2.25% Feb 2018 Apr 2018 (3) Aug 2018 (7) 1.46
-2.11% May 2012 May 2012 (1) Jul 2012 (3) 1.08
-1.84% Aug 2013 Aug 2013 (1) Sep 2013 (2) 1.06

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
+2.08%
0.00%
+1.67%
0.00%
2023
+14.45%
-3.66%
+13.66%
-6.58%
2022
-12.90%
-15.68%
-15.67%
-18.63%
2021
+7.03%
-2.41%
+9.15%
-2.56%
2020
+18.57%
-4.33%
+13.04%
-8.09%
2019
+15.94%
-0.71%
+17.57%
-1.77%
2018
-2.34%
-3.42%
-2.15%
-5.36%
2017
+33.55%
-0.85%
+10.63%
-0.00%
2016
+7.71%
-1.89%
+6.64%
-1.57%
2015
+0.98%
-2.42%
+0.48%
-3.41%
2014
+4.32%
-1.80%
+8.51%
-1.20%
2013
+130.41%
-23.13%
+12.12%
-1.84%
2012
+10.19%
-1.94%
+8.47%
-2.11%
2011
+35.50%
-40.72%
+5.14%
-4.76%
2010
+18.32%
-1.67%
+10.69%
-3.96%
2009
+9.57%
-5.90%
+13.74%
-8.68%