Last Update: 31 July 2022
The Simplified Permanent 2x Leveraged Portfolio obtained a 6.65% compound annual return, with a 12.12% 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
| Simplified Permanent 2x Leveraged Portfolio | Harry Browne Permanent with Bitcoin Portfolio | ||
|---|---|---|---|
| Risk | Medium | Medium | |
| Asset Allocation | Stocks | 25% | 25% |
| Fixed Income | 50% | 50% | |
| Commodities | 25% | 25% | |
| 10 Years Stats | Return | +6.65% | +16.61% |
| Std Dev | 12.12% | 40.54% | |
| Max Drawdown | -21.26% | -23.85% | |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from March 2010
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|
| Simplified Permanent 2x Leveraged Portfolio | +5.09 | -12.42 | -14.56 | +7.45 | +6.65 | +9.67 |
| Harry Browne Permanent with Bitcoin Portfolio | +2.21 | -7.37 | -8.15 | +10.14 | +16.61 | +18.63 |
Capital Growth as of Jul 31, 2022
Simplified Permanent 2x Leveraged Portfolio: an investment of 1000$, since August 2012, now would be worth 1904.12$, with a total return of 90.41% (6.65% 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).
Simplified Permanent 2x Leveraged Portfolio: an investment of 1000$, since March 2010, now would be worth 3145.73$, with a total return of 214.57% (9.67% annualized).
Harry Browne Permanent with Bitcoin Portfolio: an investment of 1000$, since March 2010, now would be worth 8344.03$, with a total return of 734.40% (18.63% annualized).
Drawdowns
Drawdown comparison chart since July 2012.
Simplified Permanent 2x Leveraged Portfolio |
Harry Browne Permanent with Bitcoin Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -23.85% | Dec 2013 | Dec 2013 | |||
| -21.26% | Jan 2022 | Jun 2022 | |||
| -13.44% | Aug 2016 | Dec 2016 | |||
| -12.86% | Oct 2012 | Jun 2013 | |||
| -12.29% | Jan 2022 | Jun 2022 | |||
| -11.33% | Feb 2015 | Dec 2015 | |||
| -9.99% | Feb 2018 | Oct 2018 | |||
| -9.84% | May 2013 | Jun 2013 | |||
| -8.58% | Sep 2020 | Mar 2021 | |||
| -5.95% | Sep 2021 | Sep 2021 | |||
| -4.81% | Sep 2014 | Sep 2014 | |||
| -4.62% | Feb 2018 | Oct 2018 | |||
| -3.39% | Feb 2020 | Mar 2020 | |||
| -3.21% | May 2016 | May 2016 | |||
| -2.87% | Jul 2014 | Jul 2014 | |||
| -2.85% | Sep 2021 | Sep 2021 | |||
| -2.64% | Sep 2020 | Oct 2020 | |||
| -2.63% | Jan 2021 | Feb 2021 | |||
| -2.44% | Feb 2020 | Mar 2020 | |||
| -2.33% | Sep 2017 | Sep 2017 | |||
Drawdown comparison chart since March 2010.
Simplified Permanent 2x Leveraged 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 | |||
| -21.26% | Jan 2022 | Jun 2022 | |||
| -13.44% | Aug 2016 | Dec 2016 | |||
| -12.86% | Oct 2012 | Jun 2013 | |||
| -12.29% | Jan 2022 | Jun 2022 | |||
| -11.33% | Feb 2015 | Dec 2015 | |||
| -9.99% | Feb 2018 | Oct 2018 | |||
| -8.58% | Sep 2020 | Mar 2021 | |||
| -7.47% | Sep 2011 | Sep 2011 | |||
| -5.95% | Sep 2021 | Sep 2021 | |||
| -4.81% | Sep 2014 | Sep 2014 | |||
| -4.62% | Feb 2018 | Oct 2018 | |||
| -3.69% | May 2012 | May 2012 | |||
| -3.39% | Feb 2020 | Mar 2020 | |||
| -3.21% | May 2016 | May 2016 | |||
| -2.87% | Jul 2014 | Jul 2014 | |||
| -2.85% | Sep 2021 | Sep 2021 | |||
| -2.64% | Sep 2020 | Oct 2020 | |||
| -2.63% | Jan 2021 | Feb 2021 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from March 2010.
| Year | Simplified Permanent 2x Leveraged Portfolio | Harry Browne Permanent with Bitcoin Portfolio |
|---|---|---|
| 2022 |
-17.25% | -10.35% |
| 2021 |
+8.10% | +5.47% |
| 2020 |
+24.56% | +21.71% |
| 2019 |
+30.31% | +17.70% |
| 2018 |
-6.20% | -3.15% |
| 2017 |
+18.32% | +36.15% |
| 2016 |
+8.57% | +7.86% |
| 2015 |
-4.99% | -2.10% |
| 2014 |
+13.48% | +8.27% |
| 2013 |
-1.57% | +122.23% |
| 2012 |
+13.11% | +9.90% |
| 2011 |
+17.58% | +40.38% |