Gold vs Gretchen Tai Portfolio Comparison

Last Update: 31 May 2023

The Gold Portfolio obtained a 5.37% compound annual return, with a 15.53% standard deviation, in the last 30 Years.

The Gretchen Tai Portfolio obtained a 7.16% compound annual return, with a 11.59% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Gretchen Tai Portfolio
Risk Very High High
Asset Allocation Stocks 0% 70%
Fixed Income 0% 30%
Commodities 100% 0%
30 Years Stats Return +5.37% +7.16%
Std Dev 15.53% 11.59%
Max Drawdown -42.91% -41.80%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1986

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Gold Portfolio -1.34 +10.62 +6.53 +8.17 +3.13 +5.37 +4.69
Gretchen Tai Portfolio -1.83 +1.44 -2.06 +4.06 +5.62 +7.16 +8.65
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Gold Portfolio: an investment of 1000$, since June 1993, now would be worth 4803.84$, with a total return of 380.38% (5.37% annualized).

Gretchen Tai Portfolio: an investment of 1000$, since June 1993, now would be worth 7972.31$, with a total return of 697.23% (7.16% annualized).

Gold Portfolio: an investment of 1000$, since January 1986, now would be worth 5548.37$, with a total return of 454.84% (4.69% annualized).

Gretchen Tai Portfolio: an investment of 1000$, since January 1986, now would be worth 22301.46$, with a total return of 2130.15% (8.65% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gold Portfolio
Gretchen Tai Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-41.80% Nov 2007 Feb 2009
-37.17% Feb 1996 Aug 1999
-25.83% Mar 2008 Oct 2008
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-18.08% Aug 2020 Oct 2022
-16.24% Jan 2020 Mar 2020
-14.25% May 2011 Sep 2011
-12.86% May 1998 Aug 1998
-11.51% Aug 1993 Sep 1993
-10.37% Feb 2018 Dec 2018
-10.09% May 2015 Feb 2016
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-7.04% Feb 1994 Mar 1994
-6.38% Jan 2011 Jan 2011
-5.22% Jun 2009 Jun 2009

Drawdown comparison chart since January 1986.

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Gold Portfolio
Gretchen Tai Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.26% Dec 1987 Aug 1999
-42.91% Sep 2011 Dec 2015
-41.80% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-18.08% Aug 2020 Oct 2022
-17.50% Sep 1987 Nov 1987
-16.24% Jan 2020 Mar 2020
-16.12% Jan 1990 Sep 1990
-14.25% May 2011 Sep 2011
-12.86% May 1998 Aug 1998
-10.37% Feb 2018 Dec 2018
-10.09% May 2015 Feb 2016
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.14% Oct 1986 Dec 1986
-7.04% Feb 1994 Mar 1994
-6.38% Jan 2011 Jan 2011
-5.22% Jun 2009 Jun 2009

Yearly Returns

Yearly return comparison. Common historical serie start from January 1986.

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Year Gold Portfolio Gretchen Tai Portfolio
2023
 +7.47% +4.75%
2022
 -0.77% -17.30%
2021
 -4.15% +12.15%
2020
 +24.81% +12.24%
2019
 +17.86% +20.82%
2018
 -1.94% -7.59%
2017
 +12.81% +18.32%
2016
 +8.03% +7.93%
2015
 -10.67% -2.21%
2014
 -2.19% +4.44%
2013
 -28.33% +14.58%
2012
 +6.60% +14.85%
2011
 +9.57% -1.45%
2010
 +29.27% +12.51%
2009
 +24.03% +26.58%
2008
 +4.92% -27.67%
2007
 +30.45% +9.39%
2006
 +22.55% +17.39%
2005
 +17.76% +10.26%
2004
 +4.65% +15.60%
2003
 +19.89% +29.40%
2002
 +25.57% -7.43%
2001
 +0.75% -6.29%
2000
 -5.44% -4.67%
1999
 +0.85% +22.01%
1998
 -0.83% +10.02%
1997
 -21.41% +11.39%
1996
 -4.59% +10.62%
1995
 +0.98% +17.98%
1994
 -2.17% -0.51%
1993
 +17.68% +26.87%
1992
 -5.73% +0.50%
1991
 -8.56% +30.31%
1990
 -3.11% -8.54%
1989
 -2.84% +25.15%
1988
 -15.26% +19.39%
1987
 +24.53% +4.96%
1986
 +18.96% +29.74%