Roger Gibson Talmud 2x Leveraged vs Technology Portfolio Comparison

Last Update: 29 February 2024

The Roger Gibson Talmud 2x Leveraged Portfolio obtained a 9.13% compound annual return, with a 21.41% standard deviation, in the last 10 Years.

The Technology Portfolio obtained a 18.10% compound annual return, with a 18.36% standard deviation, in the last 10 Years.

Summary

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Roger Gibson Talmud 2x Leveraged Portfolio Technology Portfolio
Portfolio Risk High Very High
Asset Allocation Stocks 66.67% 100%
Fixed Income 33.33% 0%
Commodities 0% 0%
10 Years Stats Return +9.13% +18.10%
Std Dev 21.41% 18.36%
Max Drawdown -44.36% -32.58%
All time Stats
(Since Mar 2010)
Return +13.04% +18.81%
Std Dev 20.43% 17.61%
Max Drawdown -44.36% -32.58%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from March 2010

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1M 6M 1Y 5Y 10Y MAX
Roger Gibson Talmud 2x Leveraged Portfolio +2.73 +10.44 +15.90 +6.64 +9.13 +13.04
Technology Portfolio +5.28 +16.60 +50.57 +21.24 +18.10 +18.81
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Roger Gibson Talmud 2x Leveraged Portfolio: an investment of 1$, since March 2014, now would be worth 2.40$, with a total return of 139.63% (9.13% annualized).

Technology Portfolio: an investment of 1$, since March 2014, now would be worth 5.28$, with a total return of 427.89% (18.10% annualized).

Roger Gibson Talmud 2x Leveraged Portfolio: an investment of 1$, since March 2010, now would be worth 5.56$, with a total return of 456.01% (13.04% annualized).

Technology Portfolio: an investment of 1$, since March 2010, now would be worth 11.16$, with a total return of 1016.41% (18.81% annualized).

Drawdowns

Drawdown comparison chart since March 2014.

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Roger Gibson Talmud 2x Leveraged Portfolio
Technology Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-44.36% Jan 2022 Oct 2023 (22) In progress (26) 31.77
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-25.50% Feb 2020 Mar 2020 (2) Dec 2020 (11) 12.15
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-14.56% Sep 2018 Dec 2018 (4) Mar 2019 (7) 6.59
-12.90% Feb 2020 Mar 2020 (2) Apr 2020 (3) 7.13
-11.50% Aug 2016 Nov 2016 (4) May 2017 (10) 5.79
-11.02% Feb 2015 Aug 2015 (7) Mar 2016 (14) 5.84
-9.82% Dec 2015 Feb 2016 (3) Jul 2016 (8) 5.36
-8.88% Aug 2015 Sep 2015 (2) Oct 2015 (3) 5.60
-8.65% Sep 2020 Oct 2020 (2) Nov 2020 (3) 5.20
-8.28% Sep 2021 Sep 2021 (1) Oct 2021 (2) 4.78
-8.23% May 2019 May 2019 (1) Jul 2019 (3) 4.16
-7.81% Feb 2018 Apr 2018 (3) Jul 2018 (6) 5.18
-6.02% Sep 2014 Sep 2014 (1) Oct 2014 (2) 3.48
-5.68% Sep 2021 Sep 2021 (1) Oct 2021 (2) 3.28
-5.32% Feb 2018 Mar 2018 (2) May 2018 (4) 3.27
-4.28% Dec 2014 Jan 2015 (2) Feb 2015 (3) 2.41
-3.27% May 2019 May 2019 (1) Jun 2019 (2) 1.89
-3.04% Mar 2014 Apr 2014 (2) May 2014 (3) 2.04

Drawdown comparison chart since March 2010.

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Roger Gibson Talmud 2x Leveraged Portfolio
Technology Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-44.36% Jan 2022 Oct 2023 (22) In progress (26) 31.77
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-25.50% Feb 2020 Mar 2020 (2) Dec 2020 (11) 12.15
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-16.87% Jun 2011 Sep 2011 (4) Jan 2012 (8) 7.73
-14.56% Sep 2018 Dec 2018 (4) Mar 2019 (7) 6.59
-13.21% May 2010 Jun 2010 (2) Sep 2010 (5) 6.87
-12.93% May 2010 Jun 2010 (2) Sep 2010 (5) 8.12
-12.90% Feb 2020 Mar 2020 (2) Apr 2020 (3) 7.13
-12.34% May 2013 Aug 2013 (4) Jan 2014 (9) 5.87
-11.50% Aug 2016 Nov 2016 (4) May 2017 (10) 5.79
-11.02% Feb 2015 Aug 2015 (7) Mar 2016 (14) 5.84
-10.79% May 2011 Sep 2011 (5) Jan 2012 (9) 4.65
-9.82% Dec 2015 Feb 2016 (3) Jul 2016 (8) 5.36
-8.88% Aug 2015 Sep 2015 (2) Oct 2015 (3) 5.60
-8.65% Sep 2020 Oct 2020 (2) Nov 2020 (3) 5.20
-8.28% Sep 2021 Sep 2021 (1) Oct 2021 (2) 4.78
-8.23% May 2019 May 2019 (1) Jul 2019 (3) 4.16
-8.13% Apr 2012 May 2012 (2) Aug 2012 (5) 4.19
-7.81% Feb 2018 Apr 2018 (3) Jul 2018 (6) 5.18

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
+0.20%
-2.46%
+7.20%
0.00%
2023
+19.47%
-18.58%
+54.85%
-8.42%
2022
-39.60%
-42.70%
-32.58%
-32.58%
2021
+46.68%
-8.28%
+27.42%
-5.68%
2020
+4.10%
-25.50%
+48.40%
-12.90%
2019
+44.89%
-3.27%
+38.96%
-8.23%
2018
-9.85%
-14.56%
-0.12%
-16.96%
2017
+21.37%
-0.99%
+32.66%
-2.32%
2016
+10.82%
-11.50%
+7.10%
-8.37%
2015
+0.17%
-11.02%
+9.45%
-8.88%
2014
+33.69%
-6.02%
+19.18%
-3.04%
2013
+19.08%
-12.34%
+36.63%
-2.39%
2012
+24.83%
-5.45%
+18.12%
-8.13%
2011
+9.95%
-16.87%
+3.47%
-10.79%