Last Update: 31 October 2021

The Tim Maurer Simple Money Portfolio obtained a 7.64% compound annual return, with a 9.00% standard deviation, in the last 25 Years.

The Roger Gibson Talmud Portfolio obtained a 8.97% compound annual return, with a 10.69% standard deviation, in the last 25 Years.

Summary

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Tim Maurer Simple Money Portfolio Roger Gibson Talmud Portfolio
Risk High High
Asset Allocation Stocks 60% 66.67%
Fixed Income 40% 33.33%
Commodities 0% 0%
25 Years Stats Return +7.64% +8.97%
Std Dev 9.00% 10.69%
Max Drawdown -32.39% -40.18%

Last Update: 31 October 2021

Historical Returns

Comparison period starts from January 1995

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1M 3M 6M 1Y 5Y(*) 10Y(*) 25Y(*) MAX(*)
Tim Maurer Simple Money Portfolio +1.97 +0.79 +2.25 +23.48 +8.35 +7.73 +7.64 +8.06
Roger Gibson Talmud Portfolio +4.91 +2.52 +7.83 +29.20 +11.02 +10.17 +8.97 +9.57
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1995.

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Year Tim Maurer Simple Money Portfolio Roger Gibson Talmud Portfolio
2021
+10.09% +17.33%
2020
+6.87% +8.02%
2019
+16.14% +22.79%
2018
-6.64% -3.78%
2017
+13.36% +9.90%
2016
+8.15% +7.99%
2015
+0.47% +1.11%
2014
+2.33% +16.24%
2013
+17.81% +11.22%
2012
+11.70% +12.41%
2011
-0.69% +5.83%
2010
+12.55% +17.33%
2009
+17.16% +20.87%
2008
-18.42% -22.37%
2007
+5.07% -1.40%
2006
+15.49% +18.42%
2005
+8.71% +6.88%
2004
+16.23% +15.93%
2003
+28.83% +23.46%
2002
-0.10% -2.82%
2001
-0.39% +3.27%
2000
+6.34% +9.05%
1999
+8.40% +6.34%
1998
+10.11% +5.18%
1997
+8.93% +19.74%
1996
+8.40% +19.46%
1995
+20.10% +22.03%
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