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 Portfolio obtained a 6.46% compound annual return, with a 6.58% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 40/60 with Bitcoin Portfolio Stocks/Bonds 40/60 Portfolio
Risk Medium Medium
Asset Allocation Stocks 39% 40%
Fixed Income 59% 60%
Commodities 2% 0%
10 Years Stats Return +17.98% +6.46%
Std Dev 38.19% 6.58%
Max Drawdown -22.55% -14.74%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 2009

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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 +18.57
Stocks/Bonds 40/60 Portfolio +4.95 -7.11 -8.29 +5.79 +6.46 +7.38
(*) 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 Portfolio: an investment of 1000$, since August 2012, now would be worth 1869.63$, with a total return of 86.96% (6.46% annualized).

Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1000$, since January 2009, now would be worth 10106.51$, with a total return of 910.65% (18.57% annualized).

Stocks/Bonds 40/60 Portfolio: an investment of 1000$, since January 2009, now would be worth 2630.08$, with a total return of 163.01% (7.38% annualized).

Drawdowns

Drawdown comparison chart since July 2012.

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Stocks/Bonds 40/60 with Bitcoin Portfolio
Stocks/Bonds 40/60 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-22.55% Dec 2013 Jan 2014
-15.61% Nov 2021 Jun 2022
-14.74% Jan 2022 Jun 2022
-8.64% Feb 2020 Mar 2020
-8.09% Feb 2020 Mar 2020
-6.33% May 2013 Jun 2013
-5.78% Sep 2018 Dec 2018
-5.36% Sep 2018 Dec 2018
-3.41% Jun 2015 Sep 2015
-2.95% Feb 2018 Mar 2018
-2.87% Feb 2018 Apr 2018
-2.68% Sep 2021 Sep 2021
-2.59% Sep 2020 Oct 2020
-2.56% Sep 2021 Sep 2021
-1.94% Sep 2020 Oct 2020
-1.84% Aug 2013 Aug 2013
-1.77% May 2019 May 2019
-1.61% May 2013 Jun 2013
-1.45% Oct 2016 Oct 2016
-1.23% Oct 2012 Oct 2012

Drawdown comparison chart since January 2009.

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Stocks/Bonds 40/60 with Bitcoin Portfolio
Stocks/Bonds 40/60 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.83% Jul 2011 Nov 2011
-22.55% Dec 2013 Jan 2014
-15.61% Nov 2021 Jun 2022
-14.74% Jan 2022 Jun 2022
-8.68% Jan 2009 Feb 2009
-8.64% Feb 2020 Mar 2020
-8.48% Jan 2009 Feb 2009
-8.09% Feb 2020 Mar 2020
-5.78% Sep 2018 Dec 2018
-5.36% Sep 2018 Dec 2018
-4.76% Jun 2011 Sep 2011
-3.96% May 2010 Jun 2010
-3.85% May 2010 Jun 2010
-3.41% Jun 2015 Sep 2015
-2.95% Feb 2018 Mar 2018
-2.87% Feb 2018 Apr 2018
-2.68% Sep 2021 Sep 2021
-2.59% Sep 2020 Oct 2020
-2.56% Sep 2021 Sep 2021
-2.11% May 2012 May 2012

Yearly Returns

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

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Year Stocks/Bonds 40/60 with Bitcoin Portfolio Stocks/Bonds 40/60 Portfolio
2022
 -11.27% -10.51%
2021
 +10.09% +9.15%
2020
 +18.86% +13.04%
2019
 +19.07% +17.57%
2018
 -3.54% -2.15%
2017
 +35.81% +10.63%
2016
 +8.97% +6.64%
2015
 +1.21% +0.48%
2014
 +7.16% +8.51%
2013
 +135.55% +12.12%
2012
 +11.90% +8.47%
2011
 +34.51% +5.14%
2010
 +17.41% +10.69%
2009
 +13.41% +13.74%
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