Gyroscopic Investing Desert 2x Leveraged vs Stocks/Bonds 80/20 Momentum 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 80/20 Momentum Portfolio obtained a 11.09% compound annual return, with a 12.93% standard deviation, in the last 10 Years.

Summary

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Gyroscopic Investing Desert 2x Leveraged Portfolio Stocks/Bonds 80/20 Momentum Portfolio
Portfolio Risk Medium Very High
Asset Allocation Stocks 30% 80%
Fixed Income 60% 20%
Commodities 10% 0%
10 Years Stats Return +6.95% +11.09%
Std Dev 13.43% 12.93%
Max Drawdown -34.04% -27.23%
All time Stats
(Since Mar 2010)
Return +9.74% +12.24%
Std Dev 12.34% 12.39%
Max Drawdown -34.04% -27.23%
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 80/20 Momentum Portfolio +2.55 +28.59 +28.68 +9.90 +11.09 +12.24
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 80/20 Momentum Portfolio: an investment of 1$, since April 2014, now would be worth 2.86$, with a total return of 186.35% (11.09% 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 80/20 Momentum Portfolio: an investment of 1$, since March 2010, now would be worth 5.08$, with a total return of 408.17% (12.24% annualized).

Drawdowns

Drawdown comparison chart since April 2014.

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Gyroscopic Investing Desert 2x Leveraged Portfolio
Stocks/Bonds 80/20 Momentum 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
-27.23% Nov 2021 Sep 2022 (11) In progress (29) 18.19
-14.33% Feb 2020 Mar 2020 (2) Jun 2020 (5) 6.76
-12.46% Oct 2018 Dec 2018 (3) Jun 2019 (9) 6.19
-10.03% Aug 2016 Nov 2016 (4) Jul 2017 (12) 4.91
-7.55% Feb 2018 Oct 2018 (9) Mar 2019 (14) 4.29
-6.85% Feb 2015 Aug 2015 (7) Mar 2016 (14) 3.98
-6.55% Sep 2020 Oct 2020 (2) Nov 2020 (3) 3.63
-6.22% Aug 2015 Sep 2015 (2) Mar 2016 (8) 3.19
-6.04% Sep 2020 Oct 2020 (2) Dec 2020 (4) 3.09
-5.79% Sep 2021 Sep 2021 (1) Dec 2021 (4) 2.63
-5.23% Jan 2021 Mar 2021 (3) Apr 2021 (4) 3.50
-4.02% Feb 2018 Mar 2018 (2) Jul 2018 (6) 2.22
-3.61% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.87
-3.53% Aug 2016 Nov 2016 (4) Feb 2017 (7) 1.88
-3.41% Sep 2014 Sep 2014 (1) Nov 2014 (3) 1.77
-3.03% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.75
-1.97% Feb 2021 Mar 2021 (2) Apr 2021 (3) 1.06
-1.97% Jul 2014 Jul 2014 (1) Aug 2014 (2) 1.14
-1.63% Mar 2015 Apr 2015 (2) May 2015 (3) 0.89

Drawdown comparison chart since March 2010.

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Gyroscopic Investing Desert 2x Leveraged Portfolio
Stocks/Bonds 80/20 Momentum 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
-27.23% Nov 2021 Sep 2022 (11) In progress (29) 18.19
-14.33% Feb 2020 Mar 2020 (2) Jun 2020 (5) 6.76
-12.46% Oct 2018 Dec 2018 (3) Jun 2019 (9) 6.19
-10.88% May 2011 Sep 2011 (5) Jan 2012 (9) 4.39
-10.03% Aug 2016 Nov 2016 (4) Jul 2017 (12) 4.91
-9.35% May 2010 Jun 2010 (2) Oct 2010 (6) 5.23
-8.09% May 2013 Jun 2013 (2) Oct 2013 (6) 4.76
-7.55% Feb 2018 Oct 2018 (9) Mar 2019 (14) 4.29
-6.85% Feb 2015 Aug 2015 (7) Mar 2016 (14) 3.98
-6.55% Sep 2020 Oct 2020 (2) Nov 2020 (3) 3.63
-6.22% Aug 2015 Sep 2015 (2) Mar 2016 (8) 3.19
-6.04% Sep 2020 Oct 2020 (2) Dec 2020 (4) 3.09
-5.79% Sep 2021 Sep 2021 (1) Dec 2021 (4) 2.63
-5.23% Jan 2021 Mar 2021 (3) Apr 2021 (4) 3.50
-5.19% Apr 2012 May 2012 (2) Aug 2012 (5) 2.34
-4.02% Feb 2018 Mar 2018 (2) Jul 2018 (6) 2.22
-3.61% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.87
-3.56% Sep 2011 Sep 2011 (1) Oct 2011 (2) 2.05
-3.53% Aug 2016 Nov 2016 (4) Feb 2017 (7) 1.88

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%
+15.48%
0.00%
2023
+15.63%
-13.22%
+8.41%
-5.88%
2022
-30.56%
-34.04%
-17.23%
-24.45%
2021
+12.18%
-5.79%
+10.32%
-3.67%
2020
+21.66%
-6.04%
+25.42%
-14.33%
2019
+30.15%
-1.15%
+23.57%
-1.46%
2018
-5.84%
-7.55%
-1.35%
-12.46%
2017
+17.48%
-1.28%
+30.71%
0.00%
2016
+7.95%
-10.03%
+4.51%
-3.62%
2015
-1.47%
-6.85%
+7.25%
-6.22%
2014
+17.56%
-3.41%
+12.86%
-3.39%
2013
+8.45%
-8.09%
+27.24%
-2.48%
2012
+14.13%
-2.65%
+12.58%
-5.19%
2011
+18.75%
-3.56%
+6.33%
-10.88%