Gyroscopic Investing Desert 2x Leveraged vs Aim Ways Shield Strategy Portfolio Comparison

Simulation Settings
Period: March 2010 - November 2024 (~15 years)
Consolidated Returns as of 30 November 2024
Rebalancing: at every Jan 1st
Currency: USD
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Gyroscopic Investing Desert 2x Leveraged Portfolio
1.00$
Initial Capital
December 2014
2.00$
Final Capital
November 2024
7.18%
Yearly Return
13.68
Std Deviation
-34.04%
Max Drawdown
35months
Recovery Period
Aim Ways Shield Strategy Portfolio
1.00$
Initial Capital
December 2014
2.35$
Final Capital
November 2024
8.91%
Yearly Return
8.99
Std Deviation
-19.36%
Max Drawdown
24months
Recovery Period
Gyroscopic Investing Desert 2x Leveraged Portfolio
1.00$
Initial Capital
March 2010
4.22$
Final Capital
November 2024
10.25%
Yearly Return
12.40
Std Deviation
-34.04%
Max Drawdown
35months
Recovery Period
Aim Ways Shield Strategy Portfolio
1.00$
Initial Capital
March 2010
3.76$
Final Capital
November 2024
9.39%
Yearly Return
8.53
Std Deviation
-19.36%
Max Drawdown
24months
Recovery Period

The Gyroscopic Investing Desert 2x Leveraged Portfolio obtained a 7.18% compound annual return, with a 13.68% standard deviation, in the last 10 Years.

The Aim Ways Shield Strategy Portfolio obtained a 8.91% compound annual return, with a 8.99% standard deviation, in the last 10 Years.

Returns as of Nov 30, 2024

The portfolios guaranteed the following returns.

RETURN COMPARISON
Period: 1 March 2010 - 30 November 2024 (~15 years)
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Return (%) as of Nov 30, 2024
YTD
(11M)
1M 6M 1Y 5Y 10Y MAX
(~15Y)
Desert Portfolio 2x Leveraged
Gyroscopic Investing
19.16 3.72 15.41 27.87 5.85 7.18 10.25
Shield Strategy
Aim Ways
17.92 2.16 10.98 22.41 10.19 8.91 9.39
Return over 1 year are annualized.

Capital Growth as of Nov 30, 2024

Gyroscopic Investing Desert 2x Leveraged Portfolio: an investment of 1$, since December 2014, now would be worth 2.00$, with a total return of 99.97% (7.18% annualized).

Aim Ways Shield Strategy Portfolio: an investment of 1$, since December 2014, now would be worth 2.35$, with a total return of 134.84% (8.91% annualized).


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Gyroscopic Investing Desert 2x Leveraged Portfolio: an investment of 1$, since March 2010, now would be worth 4.22$, with a total return of 321.80% (10.25% annualized).

Aim Ways Shield Strategy Portfolio: an investment of 1$, since March 2010, now would be worth 3.76$, with a total return of 275.74% (9.39% annualized).


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Metrics as of Nov 30, 2024

The following metrics, updated as of 30 November 2024, provide an overview of performance and risk.

METRIC COMPARISON
Period: 1 December 2023 - 30 November 2024 (1 year)
Period: 1 December 2019 - 30 November 2024 (5 years)
Period: 1 December 2014 - 30 November 2024 (10 years)
Period: 1 March 2010 - 30 November 2024 (~15 years)
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Desert Portfolio 2x Leveraged Shield Strategy
Author Gyroscopic Investing Aim Ways
ASSET ALLOCATION
Stocks 30% 42%
Fixed Income 60% 38%
Commodities 10% 20%
PERFORMANCES
Annualized Return (%) 27.87 22.41
Infl. Adjusted Return (%) 24.47 19.15
DRAWDOWN
Deepest Drawdown Depth (%) -6.01 -2.13
Start to Recovery (months) 3 2
Longest Drawdown Depth (%) -6.01 -2.13
Start to Recovery (months) 3 2
Longest Negative Period (months) 4 1
RISK INDICATORS
Standard Deviation (%) 12.65 5.58
Sharpe Ratio 1.79 3.08
Sortino Ratio 2.19 3.75
Ulcer Index 1.96 0.60
Ratio: Return / Standard Deviation 2.20 4.01
Ratio: Return / Deepest Drawdown 4.64 10.54
Metrics calculated over the period 1 December 2023 - 30 November 2024
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Desert Portfolio 2x Leveraged Shield Strategy
Author Gyroscopic Investing Aim Ways
ASSET ALLOCATION
Stocks 30% 42%
Fixed Income 60% 38%
Commodities 10% 20%
PERFORMANCES
Annualized Return (%) 5.85 10.19
Infl. Adjusted Return (%) 1.61 5.77
DRAWDOWN
Deepest Drawdown Depth (%) -34.04 -19.36
Start to Recovery (months) 35* 24
Longest Drawdown Depth (%) -34.04 -19.36
Start to Recovery (months) 35* 24
Longest Negative Period (months) 47 30
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 17.10 11.07
Sharpe Ratio 0.21 0.71
Sortino Ratio 0.28 0.95
Ulcer Index 16.59 6.58
Ratio: Return / Standard Deviation 0.34 0.92
Ratio: Return / Deepest Drawdown 0.17 0.53
Metrics calculated over the period 1 December 2019 - 30 November 2024
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Desert Portfolio 2x Leveraged Shield Strategy
Author Gyroscopic Investing Aim Ways
ASSET ALLOCATION
Stocks 30% 42%
Fixed Income 60% 38%
Commodities 10% 20%
PERFORMANCES
Annualized Return (%) 7.18 8.91
Infl. Adjusted Return (%) 4.12 5.81
DRAWDOWN
Deepest Drawdown Depth (%) -34.04 -19.36
Start to Recovery (months) 35* 24
Longest Drawdown Depth (%) -34.04 -19.36
Start to Recovery (months) 35* 24
Longest Negative Period (months) 52 30
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 13.68 8.99
Sharpe Ratio 0.41 0.82
Sortino Ratio 0.55 1.12
Ulcer Index 12.07 4.84
Ratio: Return / Standard Deviation 0.52 0.99
Ratio: Return / Deepest Drawdown 0.21 0.46
Metrics calculated over the period 1 December 2014 - 30 November 2024
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Desert Portfolio 2x Leveraged Shield Strategy
Author Gyroscopic Investing Aim Ways
ASSET ALLOCATION
Stocks 30% 42%
Fixed Income 60% 38%
Commodities 10% 20%
PERFORMANCES
Annualized Return (%) 10.25 9.39
Infl. Adjusted Return (%) 7.48 6.64
DRAWDOWN
Deepest Drawdown Depth (%) -34.04 -19.36
Start to Recovery (months) 35* 24
Longest Drawdown Depth (%) -34.04 -19.36
Start to Recovery (months) 35* 24
Longest Negative Period (months) 52 30
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 12.40 8.53
Sharpe Ratio 0.74 0.98
Sortino Ratio 0.99 1.35
Ulcer Index 10.01 4.06
Ratio: Return / Standard Deviation 0.83 1.10
Ratio: Return / Deepest Drawdown 0.30 0.49
Metrics calculated over the period 1 March 2010 - 30 November 2024

Drawdowns

DRAWDOWN COMPARISON
Period: 1 December 2014 - 30 November 2024 (10 years)
Period: 1 March 2010 - 30 November 2024 (~15 years)

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Desert Portfolio 2x Leveraged Shield Strategy
Drawdown
(%)
Recovery
(#Months)
From
To
Drawdown
(%)
Recovery
(#Months)
From
To
-34.04 35* Jan 2022
In progress
-19.36 24 Jan 2022
Dec 2023
-10.03 12 Aug 2016
Jul 2017
-7.65 4 Feb 2020
May 2020
-7.55 14 Feb 2018
Mar 2019
-6.85 14 Feb 2015
Mar 2016
-6.04 4 Sep 2020
Dec 2020
-5.79 4 Sep 2021
Dec 2021
-5.23 4 Jan 2021
Apr 2021
-5.03 6 Sep 2018
Feb 2019
-4.62 13 Mar 2015
Mar 2016
-4.34 4 Sep 2020
Dec 2020
-4.07 7 Aug 2016
Feb 2017
-3.61 3 Feb 2020
Apr 2020
-3.53 7 Feb 2018
Aug 2018

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Desert Portfolio 2x Leveraged Shield Strategy
Drawdown
(%)
Recovery
(#Months)
From
To
Drawdown
(%)
Recovery
(#Months)
From
To
-34.04 35* Jan 2022
In progress
-19.36 24 Jan 2022
Dec 2023
-10.03 12 Aug 2016
Jul 2017
-8.09 6 May 2013
Oct 2013
-7.65 4 Feb 2020
May 2020
-7.55 14 Feb 2018
Mar 2019
-6.85 14 Feb 2015
Mar 2016
-6.04 4 Sep 2020
Dec 2020
-5.79 4 Sep 2021
Dec 2021
-5.23 4 Jan 2021
Apr 2021
-5.03 6 Sep 2018
Feb 2019
-4.76 2 Sep 2011
Oct 2011
-4.62 13 Mar 2015
Mar 2016
-4.38 5 May 2013
Sep 2013
-4.34 4 Sep 2020
Dec 2020

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 March 2010 - 30 November 2024 (~15 years)


Head To Head (Ptf 1 vs Ptf 2):
US Inflation Adjusted:

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Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Desert Portfolio 2x Leveraged Shield Strategy
Year Return Drawdown Return Drawdown
2024
19.16% -6.01% 17.92% -2.13%
2023
15.63% -13.22% 20.08% -5.24%
2022
-30.56% -34.04% -15.12% -19.36%
2021
12.18% -5.79% 9.82% -3.40%
2020
21.66% -6.04% 20.37% -7.65%
2019
30.15% -1.15% 22.48% -2.06%
2018
-5.84% -7.55% -1.91% -5.03%
2017
17.48% -1.28% 15.04% -0.68%
2016
7.95% -10.03% 7.35% -4.07%
2015
-1.47% -6.85% -0.10% -4.62%
2014
17.56% -3.41% 8.59% -2.13%
2013
8.45% -8.09% 7.50% -4.38%
2012
14.13% -2.65% 10.74% -3.62%
2011
18.75% -3.56% 6.97% -4.76%