Last Update: 31 December 2022

The Stocks/Bonds 40/60 Momentum Portfolio obtained a 6.31% compound annual return, with a 7.36% standard deviation, in the last 10 Years.

The Stocks/Bonds 40/60 with Bitcoin Portfolio obtained a 16.83% compound annual return, with a 38.32% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 40/60 Momentum Portfolio Stocks/Bonds 40/60 with Bitcoin Portfolio
Risk Medium Medium
Asset Allocation Stocks 40% 39%
Fixed Income 60% 59%
Commodities 0% 2%
10 Years Stats Return +6.31% +16.83%
Std Dev 7.36% 38.32%
Max Drawdown -21.11% -22.55%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 2009

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Stocks/Bonds 40/60 Momentum Portfolio -2.03 +1.06 -15.17 +3.52 +6.31 +7.00
Stocks/Bonds 40/60 with Bitcoin Portfolio -2.79 -1.21 -16.62 +4.62 +16.83 +17.44
(*) Returns over 1 year are annualized

Capital Growth as of Dec 31, 2022

Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1000$, since January 2013, now would be worth 1843.62$, with a total return of 84.36% (6.31% annualized).

Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1000$, since January 2013, now would be worth 4738.23$, with a total return of 373.82% (16.83% annualized).

Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1000$, since January 2009, now would be worth 2579.70$, with a total return of 157.97% (7.00% annualized).

Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1000$, since January 2009, now would be worth 9497.05$, with a total return of 849.70% (17.44% annualized).

Drawdowns

Drawdown comparison chart since December 2012.

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Stocks/Bonds 40/60 Momentum Portfolio
Stocks/Bonds 40/60 with Bitcoin Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-22.55% Dec 2013 Jan 2014
-21.11% Nov 2021 Sep 2022
-19.39% Nov 2021 Sep 2022
-8.64% Feb 2020 Mar 2020
-7.10% Feb 2020 Mar 2020
-6.33% May 2013 Jun 2013
-5.89% Oct 2018 Dec 2018
-5.78% Sep 2018 Dec 2018
-3.77% Sep 2020 Oct 2020
-3.61% Aug 2016 Nov 2016
-2.95% Feb 2018 Mar 2018
-2.95% Aug 2015 Sep 2015
-2.68% Sep 2021 Sep 2021
-2.55% Feb 2018 Apr 2018
-2.38% Feb 2021 Mar 2021
-2.07% Sep 2021 Sep 2021
-1.94% Sep 2020 Oct 2020
-1.74% Aug 2013 Aug 2013
-1.49% Mar 2014 Mar 2014
-1.46% May 2013 Jun 2013

Drawdown comparison chart since January 2009.

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Stocks/Bonds 40/60 Momentum Portfolio
Stocks/Bonds 40/60 with Bitcoin Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.83% Jul 2011 Nov 2011
-22.55% Dec 2013 Jan 2014
-21.11% Nov 2021 Sep 2022
-19.39% Nov 2021 Sep 2022
-9.41% Jan 2009 Feb 2009
-8.64% Feb 2020 Mar 2020
-8.48% Jan 2009 Feb 2009
-7.10% Feb 2020 Mar 2020
-5.89% Oct 2018 Dec 2018
-5.78% Sep 2018 Dec 2018
-3.85% May 2010 Jun 2010
-3.77% Sep 2020 Oct 2020
-3.62% Jun 2011 Sep 2011
-3.61% Aug 2016 Nov 2016
-3.48% May 2010 Jun 2010
-2.95% Feb 2018 Mar 2018
-2.95% Aug 2015 Sep 2015
-2.68% Sep 2021 Sep 2021
-2.55% Feb 2018 Apr 2018
-2.38% Feb 2021 Mar 2021

Yearly Returns

Yearly return comparison. Common historical serie start from January 2009.

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Year Stocks/Bonds 40/60 Momentum Portfolio Stocks/Bonds 40/60 with Bitcoin Portfolio
2022
-15.17% -16.62%
2021
+4.23% +10.09%
2020
+16.57% +18.86%
2019
+16.20% +19.07%
2018
-0.73% -3.54%
2017
+17.14% +35.81%
2016
+3.51% +8.97%
2015
+3.91% +1.21%
2014
+9.34% +7.16%
2013
+12.57% +135.55%
2012
+7.87% +11.90%
2011
+7.13% +34.51%
2010
+10.93% +17.41%
2009
+9.16% +13.41%
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