Gyroscopic Investing Desert 2x Leveraged vs Stocks/Bonds 60/40 Portfolio Comparison

Last Update: 31 March 2024

The Gyroscopic Investing Desert 2x Leveraged Portfolio obtained a 6.95% compound annual return, with a 13.43% standard deviation, in the last 10 Years.

The Stocks/Bonds 60/40 Portfolio obtained a 8.05% compound annual return, with a 10.16% standard deviation, in the last 10 Years.

Summary

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Gyroscopic Investing Desert 2x Leveraged Portfolio Stocks/Bonds 60/40 Portfolio
Portfolio Risk Medium High
Asset Allocation Stocks 30% 60%
Fixed Income 60% 40%
Commodities 10% 0%
10 Years Stats Return +6.95% +8.05%
Std Dev 13.43% 10.16%
Max Drawdown -34.04% -20.69%
All time Stats
(Since Mar 2010)
Return +9.74% +9.12%
Std Dev 12.34% 9.67%
Max Drawdown -34.04% -20.69%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from March 2010

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1M 6M 1Y 5Y 10Y MAX
Gyroscopic Investing Desert 2x Leveraged Portfolio +4.61 +21.52 +11.20 +6.09 +6.95 +9.74
Stocks/Bonds 60/40 Portfolio +2.12 +16.12 +17.74 +8.77 +8.05 +9.12
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Gyroscopic Investing Desert 2x Leveraged Portfolio: an investment of 1$, since April 2014, now would be worth 1.96$, with a total return of 95.85% (6.95% annualized).

Stocks/Bonds 60/40 Portfolio: an investment of 1$, since April 2014, now would be worth 2.17$, with a total return of 116.96% (8.05% annualized).

Gyroscopic Investing Desert 2x Leveraged Portfolio: an investment of 1$, since March 2010, now would be worth 3.70$, with a total return of 270.24% (9.74% annualized).

Stocks/Bonds 60/40 Portfolio: an investment of 1$, since March 2010, now would be worth 3.42$, with a total return of 241.97% (9.12% annualized).

Drawdowns

Drawdown comparison chart since April 2014.

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Gyroscopic Investing Desert 2x Leveraged Portfolio
Stocks/Bonds 60/40 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-34.04% Jan 2022 Sep 2022 (9) In progress (27) 23.47
-20.69% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.44
-12.29% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.29
-10.03% Aug 2016 Nov 2016 (4) Jul 2017 (12) 4.91
-8.38% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.89
-7.55% Feb 2018 Oct 2018 (9) Mar 2019 (14) 4.29
-6.85% Feb 2015 Aug 2015 (7) Mar 2016 (14) 3.98
-6.04% Sep 2020 Oct 2020 (2) Dec 2020 (4) 3.09
-5.79% Sep 2021 Sep 2021 (1) Dec 2021 (4) 2.63
-5.24% Jun 2015 Sep 2015 (4) Apr 2016 (11) 2.81
-5.23% Jan 2021 Mar 2021 (3) Apr 2021 (4) 3.50
-3.67% Feb 2018 Apr 2018 (3) Jul 2018 (6) 2.37
-3.61% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.87
-3.54% Sep 2020 Oct 2020 (2) Nov 2020 (3) 2.08
-3.41% Sep 2014 Sep 2014 (1) Nov 2014 (3) 1.77
-3.41% May 2019 May 2019 (1) Jun 2019 (2) 1.97
-3.24% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.87
-1.97% Jul 2014 Jul 2014 (1) Aug 2014 (2) 1.14
-1.70% Oct 2016 Oct 2016 (1) Dec 2016 (3) 0.85
-1.50% Sep 2014 Sep 2014 (1) Oct 2014 (2) 0.87

Drawdown comparison chart since March 2010.

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Gyroscopic Investing Desert 2x Leveraged Portfolio
Stocks/Bonds 60/40 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-34.04% Jan 2022 Sep 2022 (9) In progress (27) 23.47
-20.69% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.44
-12.29% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.29
-10.03% Aug 2016 Nov 2016 (4) Jul 2017 (12) 4.91
-9.00% May 2011 Sep 2011 (5) Jan 2012 (9) 3.76
-8.38% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.89
-8.09% May 2013 Jun 2013 (2) Oct 2013 (6) 4.76
-7.55% Feb 2018 Oct 2018 (9) Mar 2019 (14) 4.29
-7.20% May 2010 Jun 2010 (2) Oct 2010 (6) 3.93
-6.85% Feb 2015 Aug 2015 (7) Mar 2016 (14) 3.98
-6.04% Sep 2020 Oct 2020 (2) Dec 2020 (4) 3.09
-5.79% Sep 2021 Sep 2021 (1) Dec 2021 (4) 2.63
-5.24% Jun 2015 Sep 2015 (4) Apr 2016 (11) 2.81
-5.23% Jan 2021 Mar 2021 (3) Apr 2021 (4) 3.50
-3.67% Feb 2018 Apr 2018 (3) Jul 2018 (6) 2.37
-3.61% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.87
-3.56% Sep 2011 Sep 2011 (1) Oct 2011 (2) 2.05
-3.54% Sep 2020 Oct 2020 (2) Nov 2020 (3) 2.08
-3.54% May 2012 May 2012 (1) Aug 2012 (4) 1.66
-3.41% Sep 2014 Sep 2014 (1) Nov 2014 (3) 1.77

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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Year Return Drawdown Return Drawdown
2024
+4.59%
-0.66%
+5.46%
0.00%
2023
+15.63%
-13.22%
+17.79%
-7.47%
2022
-30.56%
-34.04%
-16.95%
-20.69%
2021
+12.18%
-5.79%
+14.66%
-3.24%
2020
+21.66%
-6.04%
+15.70%
-12.29%
2019
+30.15%
-1.15%
+21.94%
-3.41%
2018
-5.84%
-7.55%
-3.17%
-8.38%
2017
+17.48%
-1.28%
+14.15%
0.00%
2016
+7.95%
-10.03%
+8.71%
-2.95%
2015
-1.47%
-6.85%
+0.44%
-5.24%
2014
+17.56%
-3.41%
+9.85%
-1.50%
2013
+8.45%
-8.09%
+19.23%
-2.27%
2012
+14.13%
-2.65%
+11.13%
-3.54%
2011
+18.75%
-3.56%
+3.75%
-9.00%