Gold vs Technology 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 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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Gold Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 0% 100%
Fixed Income 0% 0%
Commodities 100% 0%
30 Years Stats Return +5.37% +13.50%
Std Dev 15.53% 23.92%
Max Drawdown -42.91% -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(*)
Gold Portfolio -1.34 +10.62 +6.53 +8.17 +3.13 +5.37 +4.68
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

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).

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).

Gold Portfolio: an investment of 1000$, since November 1985, now would be worth 5577.39$, with a total return of 457.74% (4.68% 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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Gold Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-42.91% Sep 2011 Dec 2015
-37.17% Feb 1996 Aug 1999
-32.58% Jan 2022 Dec 2022
-25.83% Mar 2008 Oct 2008
-18.08% Aug 2020 Oct 2022
-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
-11.51% Aug 1993 Sep 1993
-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
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010

Drawdown comparison chart since November 1985.

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Gold Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-48.26% Dec 1987 Aug 1999
-42.91% Sep 2011 Dec 2015
-34.57% Sep 1987 Nov 1987
-32.58% Jan 2022 Dec 2022
-27.64% Jul 1990 Oct 1990
-25.83% Mar 2008 Oct 2008
-18.08% Aug 2020 Oct 2022
-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
-10.80% Oct 1989 Jan 1990
-10.50% Aug 1997 Dec 1997
-9.82% Dec 2015 Feb 2016
-9.49% Feb 1999 Feb 1999
-8.89% Jun 1991 Jun 1991

Yearly Returns

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

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Year Gold Portfolio Technology Portfolio
2023
 +7.47% +30.89%
2022
 -0.77% -32.58%
2021
 -4.15% +27.42%
2020
 +24.81% +48.40%
2019
 +17.86% +38.96%
2018
 -1.94% -0.12%
2017
 +12.81% +32.66%
2016
 +8.03% +7.10%
2015
 -10.67% +9.45%
2014
 -2.19% +19.18%
2013
 -28.33% +36.63%
2012
 +6.60% +18.12%
2011
 +9.57% +3.47%
2010
 +29.27% +20.14%
2009
 +24.03% +54.68%
2008
 +4.92% -41.73%
2007
 +30.45% +19.02%
2006
 +22.55% +7.14%
2005
 +17.76% +1.57%
2004
 +4.65% +10.54%
2003
 +19.89% +49.67%
2002
 +25.57% -37.37%
2001
 +0.75% -33.34%
2000
 -5.44% -36.11%
1999
 +0.85% +101.95%
1998
 -0.83% +85.30%
1997
 -21.41% +20.63%
1996
 -4.59% +42.54%
1995
 +0.98% +42.54%
1994
 -2.17% +1.50%
1993
 +17.68% +10.58%
1992
 -5.73% +8.86%
1991
 -8.56% +64.99%
1990
 -3.11% -10.41%
1989
 -2.84% +26.17%
1988
 -15.26% +13.54%
1987
 +24.53% +10.50%
1986
 +18.96% +6.89%