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
| 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
| 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 |
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.
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.
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.
| 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% |