Last Update: 31 July 2022

The Roger Gibson Talmud 2x Leveraged Portfolio obtained a 12.86% compound annual return, with a 18.50% standard deviation, in the last 10 Years.

The Stocks/Bonds 60/40 Portfolio obtained a 8.84% compound annual return, with a 9.01% standard deviation, in the last 10 Years.

Summary

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Roger Gibson Talmud 2x Leveraged Portfolio Stocks/Bonds 60/40 Portfolio
Risk High High
Asset Allocation Stocks 66.67% 60%
Fixed Income 33.33% 40%
Commodities 0% 0%
10 Years Stats Return +12.86% +8.84%
Std Dev 18.50% 9.01%
Max Drawdown -32.60% -16.93%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from March 2010

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Roger Gibson Talmud 2x Leveraged Portfolio +13.47 -14.80 -13.50 +10.35 +12.86 +15.34
Stocks/Bonds 60/40 Portfolio +6.34 -7.54 -7.98 +7.96 +8.84 +9.04
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Roger Gibson Talmud 2x Leveraged Portfolio: an investment of 1000$, since August 2012, now would be worth 3353.16$, with a total return of 235.32% (12.86% annualized).

Stocks/Bonds 60/40 Portfolio: an investment of 1000$, since August 2012, now would be worth 2331.92$, with a total return of 133.19% (8.84% annualized).

Roger Gibson Talmud 2x Leveraged Portfolio: an investment of 1000$, since March 2010, now would be worth 5881.21$, with a total return of 488.12% (15.34% annualized).

Stocks/Bonds 60/40 Portfolio: an investment of 1000$, since March 2010, now would be worth 2928.04$, with a total return of 192.80% (9.04% annualized).

Drawdowns

Drawdown comparison chart since July 2012.

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Roger Gibson Talmud 2x Leveraged Portfolio
Stocks/Bonds 60/40 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-32.60% Jan 2022 Jun 2022
-25.50% Feb 2020 Mar 2020
-16.93% Jan 2022 Jun 2022
-14.56% Sep 2018 Dec 2018
-12.34% May 2013 Aug 2013
-12.29% Feb 2020 Mar 2020
-11.50% Aug 2016 Nov 2016
-11.02% Feb 2015 Aug 2015
-8.38% Sep 2018 Dec 2018
-8.28% Sep 2021 Sep 2021
-7.81% Feb 2018 Apr 2018
-6.02% Sep 2014 Sep 2014
-5.24% Jun 2015 Sep 2015
-3.67% Feb 2018 Apr 2018
-3.54% Sep 2020 Oct 2020
-3.41% May 2019 May 2019
-3.27% May 2019 May 2019
-3.24% Sep 2021 Sep 2021
-2.27% Aug 2013 Aug 2013
-2.26% Oct 2012 Oct 2012

Drawdown comparison chart since March 2010.

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Roger Gibson Talmud 2x Leveraged Portfolio
Stocks/Bonds 60/40 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-32.60% Jan 2022 Jun 2022
-25.50% Feb 2020 Mar 2020
-16.93% Jan 2022 Jun 2022
-16.87% Jun 2011 Sep 2011
-14.56% Sep 2018 Dec 2018
-13.21% May 2010 Jun 2010
-12.34% May 2013 Aug 2013
-12.29% Feb 2020 Mar 2020
-11.50% Aug 2016 Nov 2016
-11.02% Feb 2015 Aug 2015
-9.00% May 2011 Sep 2011
-8.38% Sep 2018 Dec 2018
-8.28% Sep 2021 Sep 2021
-7.81% Feb 2018 Apr 2018
-7.20% May 2010 Jun 2010
-6.02% Sep 2014 Sep 2014
-5.45% May 2012 May 2012
-5.24% Jun 2015 Sep 2015
-3.67% Feb 2018 Apr 2018
-3.54% Sep 2020 Oct 2020

Yearly Returns

Yearly return comparison. Common historical serie start from March 2010.

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Year Roger Gibson Talmud 2x Leveraged Portfolio Stocks/Bonds 60/40 Portfolio
2022
-23.52% -11.66%
2021
+46.68% +14.66%
2020
+4.10% +15.70%
2019
+44.89% +21.94%
2018
-9.85% -3.17%
2017
+21.37% +14.15%
2016
+10.82% +8.71%
2015
+0.17% +0.44%
2014
+33.69% +9.85%
2013
+19.08% +19.23%
2012
+24.83% +11.13%
2011
+9.95% +3.75%
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