Ray Dalio All Weather with Bitcoin vs Marvin Appel One-Decision Portfolio Comparison

Last Update: 29 February 2024

The Ray Dalio All Weather with Bitcoin Portfolio obtained a 8.11% compound annual return, with a 9.46% standard deviation, in the last 10 Years.

The Marvin Appel One-Decision Portfolio obtained a 5.66% compound annual return, with a 8.92% standard deviation, in the last 10 Years.

Summary

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Ray Dalio All Weather with Bitcoin Portfolio Marvin Appel One-Decision Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 30% 50%
Fixed Income 55% 50%
Commodities 15% 0%
10 Years Stats Return +8.11% +5.66%
Std Dev 9.46% 8.92%
Max Drawdown -21.81% -16.74%
All time Stats
(Since Jan 2009)
Return +16.40% +7.39%
Std Dev 35.38% 9.32%
Max Drawdown -36.76% -16.74%
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
Ray Dalio All Weather with Bitcoin Portfolio +1.31 +6.85 +10.84 +6.81 +8.11 +16.40
Marvin Appel One-Decision Portfolio +1.43 +6.03 +9.54 +5.81 +5.66 +7.39
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Ray Dalio All Weather with Bitcoin Portfolio: an investment of 1$, since March 2014, now would be worth 2.18$, with a total return of 118.05% (8.11% annualized).

Marvin Appel One-Decision Portfolio: an investment of 1$, since March 2014, now would be worth 1.73$, with a total return of 73.38% (5.66% annualized).

Ray Dalio All Weather with Bitcoin Portfolio: an investment of 1$, since January 2009, now would be worth 10.00$, with a total return of 900.38% (16.40% annualized).

Marvin Appel One-Decision Portfolio: an investment of 1$, since January 2009, now would be worth 2.95$, with a total return of 194.75% (7.39% annualized).

Drawdowns

Drawdown comparison chart since March 2014.

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Ray Dalio All Weather with Bitcoin Portfolio
Marvin Appel One-Decision Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-21.81% Nov 2021 Sep 2022 (11) In progress (28) 13.79
-16.74% Jan 2022 Sep 2022 (9) In progress (26) 9.35
-13.04% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.40
-6.99% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.10
-6.25% Feb 2015 Sep 2015 (8) Apr 2016 (15) 3.68
-5.90% Aug 2016 Nov 2016 (4) May 2017 (10) 2.72
-4.86% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.99
-4.76% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.77
-3.21% Aug 2016 Oct 2016 (3) Jan 2017 (6) 1.52
-3.06% Feb 2018 Feb 2018 (1) Jun 2018 (5) 1.96
-2.96% Aug 2020 Oct 2020 (3) Nov 2020 (4) 1.48
-2.73% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.58
-2.72% Sep 2014 Sep 2014 (1) Nov 2014 (3) 1.46
-2.71% Feb 2018 Apr 2018 (3) Aug 2018 (7) 1.74
-2.64% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.52
-2.54% Sep 2014 Sep 2014 (1) Oct 2014 (2) 1.47
-2.03% Mar 2020 Mar 2020 (1) Apr 2020 (2) 1.17
-2.02% May 2019 May 2019 (1) Jun 2019 (2) 1.17
-1.73% Jan 2021 Mar 2021 (3) Apr 2021 (4) 1.22
-1.41% Sep 2019 Sep 2019 (1) Jan 2020 (5) 0.68

Drawdown comparison chart since January 2009.

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Ray Dalio All Weather with Bitcoin Portfolio
Marvin Appel One-Decision Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-36.76% Jul 2011 Nov 2011 (5) Oct 2013 (28) 22.75
-23.49% Dec 2013 Dec 2013 (1) Jul 2017 (44) 13.71
-21.81% Nov 2021 Sep 2022 (11) In progress (28) 13.79
-16.74% Jan 2022 Sep 2022 (9) In progress (26) 9.35
-14.35% Jan 2009 Feb 2009 (2) Jul 2009 (7) 7.19
-13.04% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.40
-11.55% Jan 2009 Feb 2009 (2) Sep 2009 (9) 6.30
-8.52% Jun 2011 Sep 2011 (4) Jan 2012 (8) 3.61
-6.99% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.10
-6.14% May 2010 Jun 2010 (2) Sep 2010 (5) 3.38
-4.86% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.99
-4.76% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.77
-3.21% Aug 2016 Oct 2016 (3) Jan 2017 (6) 1.52
-3.06% Feb 2018 Feb 2018 (1) Jun 2018 (5) 1.96
-2.96% Aug 2020 Oct 2020 (3) Nov 2020 (4) 1.48
-2.81% May 2012 May 2012 (1) Jul 2012 (3) 1.41
-2.73% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.58
-2.72% May 2013 Aug 2013 (4) Oct 2013 (6) 1.40
-2.71% Feb 2018 Apr 2018 (3) Aug 2018 (7) 1.74
-2.64% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.52

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
+0.78%
-0.52%
+0.21%
-1.20%
2023
+12.94%
-8.54%
+12.43%
-7.22%
2022
-19.84%
-21.78%
-13.18%
-16.74%
2021
+9.08%
-2.64%
+16.51%
-2.73%
2020
+21.82%
-2.96%
+5.32%
-13.04%
2019
+19.53%
-1.41%
+18.51%
-2.02%
2018
-4.32%
-4.86%
-3.64%
-6.99%
2017
+36.80%
-1.24%
+8.07%
-0.59%
2016
+8.71%
-5.90%
+8.52%
-3.21%
2015
-2.11%
-6.25%
-0.25%
-4.76%
2014
+12.02%
-2.72%
+11.14%
-2.54%
2013
+125.82%
-23.49%
+10.43%
-2.72%
2012
+10.54%
-1.68%
+10.65%
-2.81%
2011
+45.03%
-36.76%
+3.87%
-8.52%
2010
+19.43%
-0.63%
+13.01%
-6.14%
2009
+2.31%
-11.55%
+15.30%
-14.35%