Last Update: 31 July 2022

The Ray Dalio All Weather Portfolio obtained a 5.15% compound annual return, with a 6.61% standard deviation, in the last 10 Years.

The Harry Browne Permanent with Bitcoin Portfolio obtained a 16.61% compound annual return, with a 40.54% standard deviation, in the last 10 Years.

Summary

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Ray Dalio All Weather Portfolio Harry Browne Permanent with Bitcoin Portfolio
Risk Medium Medium
Asset Allocation Stocks 30% 25%
Fixed Income 55% 50%
Commodities 15% 25%
10 Years Stats Return +5.15% +16.61%
Std Dev 6.61% 40.54%
Max Drawdown -13.67% -23.85%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 2009

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Ray Dalio All Weather Portfolio +3.40 -8.12 -8.42 +5.90 +5.15 +6.49
Harry Browne Permanent with Bitcoin Portfolio +2.21 -7.37 -8.15 +10.14 +16.61 +17.60
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Ray Dalio All Weather Portfolio: an investment of 1000$, since August 2012, now would be worth 1651.71$, with a total return of 65.17% (5.15% annualized).

Harry Browne Permanent with Bitcoin Portfolio: an investment of 1000$, since August 2012, now would be worth 4649.33$, with a total return of 364.93% (16.61% annualized).

Ray Dalio All Weather Portfolio: an investment of 1000$, since January 2009, now would be worth 2349.01$, with a total return of 134.90% (6.49% annualized).

Harry Browne Permanent with Bitcoin Portfolio: an investment of 1000$, since January 2009, now would be worth 9043.06$, with a total return of 804.31% (17.60% annualized).

Drawdowns

Drawdown comparison chart since July 2012.

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Ray Dalio All Weather Portfolio
Harry Browne Permanent with Bitcoin Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.85% Dec 2013 Dec 2013
-13.67% Jan 2022 Jun 2022
-12.29% Jan 2022 Jun 2022
-9.84% May 2013 Jun 2013
-6.93% Feb 2015 Dec 2015
-6.47% Aug 2016 Nov 2016
-5.10% May 2013 Jun 2013
-4.75% Sep 2018 Dec 2018
-4.62% Feb 2018 Oct 2018
-3.74% Aug 2020 Oct 2020
-3.71% Jan 2021 Mar 2021
-2.85% Feb 2018 Feb 2018
-2.85% Sep 2021 Sep 2021
-2.64% Sep 2020 Oct 2020
-2.63% Jan 2021 Feb 2021
-2.44% Sep 2014 Sep 2014
-2.44% Feb 2020 Mar 2020
-2.36% Sep 2021 Sep 2021
-2.34% Mar 2020 Mar 2020
-1.72% Oct 2012 Oct 2012

Drawdown comparison chart since January 2009.

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Ray Dalio All Weather Portfolio
Harry Browne Permanent with Bitcoin Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-37.49% Jul 2011 Nov 2011
-23.85% Dec 2013 Dec 2013
-13.67% Jan 2022 Jun 2022
-12.29% Jan 2022 Jun 2022
-12.02% Jan 2009 Feb 2009
-6.93% Feb 2015 Dec 2015
-6.47% Aug 2016 Nov 2016
-6.36% Jan 2009 Feb 2009
-5.10% May 2013 Jun 2013
-4.75% Sep 2018 Dec 2018
-4.62% Feb 2018 Oct 2018
-3.74% Aug 2020 Oct 2020
-3.71% Jan 2021 Mar 2021
-2.89% Dec 2009 Jan 2010
-2.85% Feb 2018 Feb 2018
-2.85% Sep 2021 Sep 2021
-2.64% Sep 2020 Oct 2020
-2.63% Jan 2021 Feb 2021
-2.44% Sep 2014 Sep 2014
-2.44% Feb 2020 Mar 2020

Yearly Returns

Yearly return comparison. Common historical serie start from January 2009.

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Year Ray Dalio All Weather Portfolio Harry Browne Permanent with Bitcoin Portfolio
2022
-10.73% -10.35%
2021
+8.08% +5.47%
2020
+14.68% +21.71%
2019
+18.22% +17.70%
2018
-3.19% -3.15%
2017
+11.47% +36.15%
2016
+5.86% +7.86%
2015
-3.72% -2.10%
2014
+12.52% +8.27%
2013
+2.15% +122.23%
2012
+6.72% +9.90%
2011
+15.59% +40.38%
2010
+12.53% +20.30%
2009
+2.34% +7.37%
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