Stocks/Bonds 40/60 2x Leveraged vs Technology Portfolio Comparison

Last Update: 29 February 2024

The Stocks/Bonds 40/60 2x Leveraged Portfolio obtained a 8.05% compound annual return, with a 14.62% 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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Stocks/Bonds 40/60 2x Leveraged Portfolio Technology Portfolio
Portfolio Risk Medium Very High
Asset Allocation Stocks 40% 100%
Fixed Income 60% 0%
Commodities 0% 0%
10 Years Stats Return +8.05% +18.10%
Std Dev 14.62% 18.36%
Max Drawdown -36.46% -32.58%
All time Stats
(Since Mar 2010)
Return +11.28% +18.81%
Std Dev 13.29% 17.61%
Max Drawdown -36.46% -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
Stocks/Bonds 40/60 2x Leveraged Portfolio +0.34 +8.64 +18.45 +6.98 +8.05 +11.28
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

Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1$, since March 2014, now would be worth 2.17$, with a total return of 116.87% (8.05% 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).

Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1$, since March 2010, now would be worth 4.46$, with a total return of 346.42% (11.28% 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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Stocks/Bonds 40/60 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
-36.46% Jan 2022 Sep 2022 (9) In progress (26) 25.81
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-12.90% Feb 2020 Mar 2020 (2) Apr 2020 (3) 7.13
-9.82% Dec 2015 Feb 2016 (3) Jul 2016 (8) 5.36
-9.59% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.96
-8.88% Aug 2015 Sep 2015 (2) Oct 2015 (3) 5.60
-8.65% Sep 2020 Oct 2020 (2) Nov 2020 (3) 5.20
-8.23% May 2019 May 2019 (1) Jul 2019 (3) 4.16
-7.29% Feb 2020 Mar 2020 (2) May 2020 (4) 3.46
-7.11% Feb 2018 Apr 2018 (3) Aug 2018 (7) 4.21
-6.54% Aug 2016 Nov 2016 (4) Feb 2017 (7) 3.58
-6.16% Sep 2021 Sep 2021 (1) Nov 2021 (3) 3.08
-6.13% Sep 2020 Oct 2020 (2) Nov 2020 (3) 3.32
-5.68% Sep 2021 Sep 2021 (1) Oct 2021 (2) 3.28
-5.62% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.68
-5.32% Feb 2018 Mar 2018 (2) May 2018 (4) 3.27
-4.28% Dec 2014 Jan 2015 (2) Feb 2015 (3) 2.41
-3.04% Mar 2014 Apr 2014 (2) May 2014 (3) 2.04
-2.97% Jan 2021 Feb 2021 (2) Apr 2021 (4) 1.88

Drawdown comparison chart since March 2010.

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Stocks/Bonds 40/60 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
-36.46% Jan 2022 Sep 2022 (9) In progress (26) 25.81
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-12.93% May 2010 Jun 2010 (2) Sep 2010 (5) 8.12
-12.90% Feb 2020 Mar 2020 (2) Apr 2020 (3) 7.13
-10.79% May 2011 Sep 2011 (5) Jan 2012 (9) 4.65
-9.82% Dec 2015 Feb 2016 (3) Jul 2016 (8) 5.36
-9.59% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.96
-8.88% Aug 2015 Sep 2015 (2) Oct 2015 (3) 5.60
-8.65% Sep 2020 Oct 2020 (2) Nov 2020 (3) 5.20
-8.23% May 2019 May 2019 (1) Jul 2019 (3) 4.16
-8.13% Apr 2012 May 2012 (2) Aug 2012 (5) 4.19
-7.29% Feb 2020 Mar 2020 (2) May 2020 (4) 3.46
-7.11% Feb 2018 Apr 2018 (3) Aug 2018 (7) 4.21
-6.54% Aug 2016 Nov 2016 (4) Feb 2017 (7) 3.58
-6.16% Sep 2021 Sep 2021 (1) Nov 2021 (3) 3.08
-6.13% Sep 2020 Oct 2020 (2) Nov 2020 (3) 3.32
-5.68% Sep 2021 Sep 2021 (1) Oct 2021 (2) 3.28
-5.62% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.68
-5.58% May 2013 Aug 2013 (4) Oct 2013 (6) 3.04

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
+1.60%
0.00%
+7.20%
0.00%
2023
+18.74%
-14.99%
+54.85%
-8.42%
2022
-33.70%
-36.46%
-32.58%
-32.58%
2021
+19.46%
-6.16%
+27.42%
-5.68%
2020
+19.91%
-7.29%
+48.40%
-12.90%
2019
+33.39%
-2.86%
+38.96%
-8.23%
2018
-6.50%
-9.59%
-0.12%
-16.96%
2017
+19.66%
-0.19%
+32.66%
-2.32%
2016
+8.94%
-6.54%
+7.10%
-8.37%
2015
+0.67%
-5.62%
+9.45%
-8.88%
2014
+20.80%
-2.54%
+19.18%
-3.04%
2013
+20.66%
-5.58%
+36.63%
-2.39%
2012
+16.43%
-2.46%
+18.12%
-8.13%
2011
+17.29%
-1.97%
+3.47%
-10.79%