Last Update: 31 July 2022

The Stocks/Bonds 40/60 with Bitcoin Portfolio obtained a 17.98% compound annual return, with a 38.19% standard deviation, in the last 10 Years.

The Stocks/Bonds 40/60 2x Leveraged Portfolio obtained a 10.81% compound annual return, with a 11.89% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 40/60 with Bitcoin Portfolio Stocks/Bonds 40/60 2x Leveraged Portfolio
Risk Medium Medium
Asset Allocation Stocks 39% 40%
Fixed Income 59% 60%
Commodities 2% 0%
10 Years Stats Return +17.98% +10.81%
Std Dev 38.19% 11.89%
Max Drawdown -22.55% -27.71%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from March 2010

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Stocks/Bonds 40/60 with Bitcoin Portfolio +5.13 -7.65 -8.88 +10.57 +17.98 +19.19
Stocks/Bonds 40/60 2x Leveraged Portfolio +10.37 -14.63 -15.63 +8.84 +10.81 +12.78
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1000$, since August 2012, now would be worth 5223.13$, with a total return of 422.31% (17.98% annualized).

Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1000$, since August 2012, now would be worth 2790.89$, with a total return of 179.09% (10.81% annualized).

Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1000$, since March 2010, now would be worth 8844.26$, with a total return of 784.43% (19.19% annualized).

Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1000$, since March 2010, now would be worth 4453.03$, with a total return of 345.30% (12.78% annualized).

Drawdowns

Drawdown comparison chart since July 2012.

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Stocks/Bonds 40/60 with Bitcoin Portfolio
Stocks/Bonds 40/60 2x Leveraged Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-27.71% Jan 2022 Jun 2022
-22.55% Dec 2013 Jan 2014
-15.61% Nov 2021 Jun 2022
-9.59% Sep 2018 Dec 2018
-8.64% Feb 2020 Mar 2020
-7.29% Feb 2020 Mar 2020
-7.11% Feb 2018 Apr 2018
-6.54% Aug 2016 Nov 2016
-6.33% May 2013 Jun 2013
-6.16% Sep 2021 Sep 2021
-6.13% Sep 2020 Oct 2020
-5.78% Sep 2018 Dec 2018
-5.62% Mar 2015 Sep 2015
-5.58% May 2013 Aug 2013
-2.97% Jan 2021 Feb 2021
-2.95% Feb 2018 Mar 2018
-2.86% May 2019 May 2019
-2.68% Sep 2021 Sep 2021
-2.54% Sep 2014 Sep 2014
-2.46% Oct 2012 Oct 2012

Drawdown comparison chart since March 2010.

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Stocks/Bonds 40/60 with Bitcoin Portfolio
Stocks/Bonds 40/60 2x Leveraged Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.83% Jul 2011 Nov 2011
-27.71% Jan 2022 Jun 2022
-22.55% Dec 2013 Jan 2014
-15.61% Nov 2021 Jun 2022
-9.59% Sep 2018 Dec 2018
-8.64% Feb 2020 Mar 2020
-7.29% Feb 2020 Mar 2020
-7.11% Feb 2018 Apr 2018
-6.54% Aug 2016 Nov 2016
-6.16% Sep 2021 Sep 2021
-6.13% Sep 2020 Oct 2020
-5.78% Sep 2018 Dec 2018
-5.62% Mar 2015 Sep 2015
-5.58% May 2013 Aug 2013
-4.27% May 2010 Jun 2010
-3.92% May 2010 Jun 2010
-2.97% Jan 2021 Feb 2021
-2.95% Feb 2018 Mar 2018
-2.86% May 2019 May 2019
-2.68% Sep 2021 Sep 2021

Yearly Returns

Yearly return comparison. Common historical serie start from March 2010.

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Year Stocks/Bonds 40/60 with Bitcoin Portfolio Stocks/Bonds 40/60 2x Leveraged Portfolio
2022
-11.27% -20.22%
2021
+10.09% +19.46%
2020
+18.86% +19.91%
2019
+19.07% +33.39%
2018
-3.54% -6.50%
2017
+35.81% +19.66%
2016
+8.97% +8.94%
2015
+1.21% +0.67%
2014
+7.16% +20.80%
2013
+135.55% +20.66%
2012
+11.90% +16.43%
2011
+34.51% +17.29%
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