Last Update: 31 January 2021

The Pinwheel Portfolio obtained a 6.69% compound annual return, with a 9.45% standard deviation, in the last 10 years.

The Roger Gibson Talmud Portfolio obtained a 8.71% compound annual return, with a 9.44% standard deviation, in the last 10 years.

Summary

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Pinwheel Portfolio Roger Gibson Talmud Portfolio
Risk High High
Asset Allocation Stocks 65% 66.67%
Fixed Income 25% 33.33%
Commodities 10% 0%
10 Years Stats Return +6.69% +8.71%
Std Dev 9.45% 9.44%
Max Drawdown -14.99% -15.15%

Last Update: 31 January 2021

Historical Returns

The examinated historical serie starts from January 2002

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Pinwheel Portfolio +0.42 +11.75 +10.82 +10.41 +6.26 +9.22 +6.69 +8.10
Roger Gibson Talmud Portfolio -0.39 +9.69 +7.85 +6.49 +8.36 +9.16 +8.71 +8.18
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2002.

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Year Pinwheel Portfolio Roger Gibson Talmud Portfolio
2021
+0.42% -0.39%
2020
+9.12% +8.02%
2019
+19.31% +22.79%
2018
-6.39% -3.78%
2017
+14.08% +9.90%
2016
+8.63% +7.99%
2015
-2.88% +1.11%
2014
+6.12% +16.24%
2013
+9.02% +11.22%
2012
+12.60% +12.41%
2011
-0.25% +5.83%
2010
+16.08% +17.33%
2009
+24.19% +20.87%
2008
-22.51% -22.37%
2007
+7.60% -1.40%
2006
+19.78% +18.42%
2005
+11.02% +6.88%
2004
+15.19% +15.93%
2003
+28.19% +23.46%
2002
-2.13% -2.82%
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