All Country World 80/20 vs Technology Portfolio Comparison

Last Update: 31 May 2023

The All Country World 80/20 Portfolio obtained a 6.32% compound annual return, with a 12.69% standard deviation, in the last 30 Years.

The Technology Portfolio obtained a 13.50% compound annual return, with a 23.92% standard deviation, in the last 30 Years.

Summary

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All Country World 80/20 Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
30 Years Stats Return +6.32% +13.50%
Std Dev 12.69% 23.92%
Max Drawdown -47.32% -81.08%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from November 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
All Country World 80/20 Portfolio -1.11 +2.37 +0.29 +5.56 +6.85 +6.32 +7.73
Technology Portfolio +7.88 +19.09 +13.74 +16.19 +17.93 +13.50 +14.10
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

All Country World 80/20 Portfolio: an investment of 1000$, since June 1993, now would be worth 6285.17$, with a total return of 528.52% (6.32% annualized).

Technology Portfolio: an investment of 1000$, since June 1993, now would be worth 44687.32$, with a total return of 4368.73% (13.50% annualized).

All Country World 80/20 Portfolio: an investment of 1000$, since November 1985, now would be worth 16389.39$, with a total return of 1538.94% (7.73% annualized).

Technology Portfolio: an investment of 1000$, since November 1985, now would be worth 142447.67$, with a total return of 14144.77% (14.10% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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All Country World 80/20 Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-47.32% Nov 2007 Feb 2009
-36.69% Apr 2000 Sep 2002
-32.58% Jan 2022 Dec 2022
-23.52% Jan 2022 Sep 2022
-17.97% Jan 2020 Mar 2020
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-13.51% Feb 1997 Mar 1997
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-12.27% May 1998 Aug 1998
-11.51% Feb 2018 Dec 2018
-10.78% Jun 2015 Feb 2016
-10.50% Aug 1997 Dec 1997
-9.82% Dec 2015 Feb 2016
-9.49% Feb 1999 Feb 1999
-8.88% Aug 2015 Sep 2015
-8.65% Sep 2020 Oct 2020
-8.23% May 2019 May 2019

Drawdown comparison chart since November 1985.

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All Country World 80/20 Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-47.32% Nov 2007 Feb 2009
-36.69% Apr 2000 Sep 2002
-34.57% Sep 1987 Nov 1987
-32.58% Jan 2022 Dec 2022
-27.64% Jul 1990 Oct 1990
-23.52% Jan 2022 Sep 2022
-22.19% Sep 1987 Nov 1987
-19.99% Jan 1990 Sep 1990
-17.97% Jan 2020 Mar 2020
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-15.73% Jun 1986 Sep 1986
-13.51% Feb 1997 Mar 1997
-13.48% Mar 1992 Aug 1992
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-12.27% May 1998 Aug 1998
-11.51% Feb 2018 Dec 2018
-10.80% Oct 1989 Jan 1990

Yearly Returns

Yearly return comparison. Common historical serie start from November 1985.

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Year All Country World 80/20 Portfolio Technology Portfolio
2023
 +6.47% +30.89%
2022
 -17.17% -32.58%
2021
 +14.21% +27.42%
2020
 +14.55% +48.40%
2019
 +23.35% +38.96%
2018
 -7.79% -0.12%
2017
 +20.43% +32.66%
2016
 +7.66% +7.10%
2015
 -1.32% +9.45%
2014
 +4.31% +19.18%
2013
 +17.86% +36.63%
2012
 +15.19% +18.12%
2011
 -4.38% +3.47%
2010
 +12.00% +20.14%
2009
 +28.02% +54.68%
2008
 -34.37% -41.73%
2007
 +8.92% +19.02%
2006
 +15.95% +7.14%
2005
 +8.00% +1.57%
2004
 +11.86% +10.54%
2003
 +26.95% +49.67%
2002
 -14.55% -37.37%
2001
 -11.36% -33.34%
2000
 -9.84% -36.11%
1999
 +20.74% +101.95%
1998
 +17.65% +85.30%
1997
 +11.46% +20.63%
1996
 +10.54% +42.54%
1995
 +17.60% +42.54%
1994
 +1.26% +1.50%
1993
 +20.51% +10.58%
1992
 -3.52% +8.86%
1991
 +17.30% +64.99%
1990
 -13.44% -10.41%
1989
 +14.69% +26.17%
1988
 +18.54% +13.54%
1987
 +13.56% +10.50%
1986
 +37.13% +6.89%