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
| 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
| 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 |
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.
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.
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.
| 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% |