Roger Gibson Talmud vs Burton Malkiel Late Sixties and Beyond Portfolio Comparison

Last Update: 31 May 2023

The Roger Gibson Talmud Portfolio obtained a 8.00% compound annual return, with a 10.64% standard deviation, in the last 30 Years.

The Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.19% compound annual return, with a 11.57% standard deviation, in the last 30 Years.

Summary

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Roger Gibson Talmud Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
Risk High High
Asset Allocation Stocks 66.67% 71%
Fixed Income 33.33% 29%
Commodities 0% 0%
30 Years Stats Return +8.00% +8.19%
Std Dev 10.64% 11.57%
Max Drawdown -40.17% -41.80%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Roger Gibson Talmud Portfolio -1.52 -0.90 -5.44 +5.36 +6.35 +8.00 +9.05
Burton Malkiel Late Sixties and Beyond Portfolio -1.83 -0.07 -2.22 +5.10 +6.19 +8.19 +9.64
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Roger Gibson Talmud Portfolio: an investment of 1000$, since June 1993, now would be worth 10063.64$, with a total return of 906.36% (8.00% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since June 1993, now would be worth 10606.10$, with a total return of 960.61% (8.19% annualized).

Roger Gibson Talmud Portfolio: an investment of 1000$, since January 1985, now would be worth 27915.40$, with a total return of 2691.54% (9.05% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since January 1985, now would be worth 34335.82$, with a total return of 3333.58% (9.64% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Roger Gibson Talmud Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-40.17% Jun 2007 Feb 2009
-22.88% Jan 2022 Sep 2022
-22.44% Jan 2022 Sep 2022
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-15.16% Feb 2020 Mar 2020
-13.38% May 2011 Sep 2011
-12.20% May 2002 Sep 2002
-10.50% Jun 2011 Sep 2011
-10.43% Jul 1998 Aug 1998
-9.27% Feb 2001 Sep 2001
-8.70% Oct 1993 Nov 1994
-8.26% Apr 2002 Oct 2002
-8.08% Feb 2018 Dec 2018
-7.72% Mar 2015 Sep 2015
-7.57% Sep 2018 Dec 2018
-7.20% Feb 1994 Mar 1994
-7.04% Apr 2004 Apr 2004
-6.69% Apr 2004 Apr 2004

Drawdown comparison chart since January 1985.

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Roger Gibson Talmud Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-40.17% Jun 2007 Feb 2009
-22.88% Jan 2022 Sep 2022
-22.44% Jan 2022 Sep 2022
-19.08% Sep 1987 Nov 1987
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-15.52% Sep 1987 Nov 1987
-15.16% Feb 2020 Mar 2020
-13.63% Aug 1990 Sep 1990
-13.38% May 2011 Sep 2011
-12.20% May 2002 Sep 2002
-10.50% Jun 2011 Sep 2011
-10.43% Jul 1998 Aug 1998
-10.14% Jul 1990 Oct 1990
-9.27% Feb 2001 Sep 2001
-8.70% Oct 1993 Nov 1994
-8.26% Apr 2002 Oct 2002
-8.08% Feb 2018 Dec 2018
-7.72% Mar 2015 Sep 2015

Yearly Returns

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

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Year Roger Gibson Talmud Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
2023
 +3.05% +3.17%
2022
 -19.62% -16.23%
2021
 +21.44% +15.40%
2020
 +8.02% +10.03%
2019
 +22.79% +22.55%
2018
 -3.78% -5.90%
2017
 +9.90% +16.49%
2016
 +7.99% +8.48%
2015
 +1.11% -1.63%
2014
 +16.24% +9.01%
2013
 +11.22% +12.49%
2012
 +12.41% +14.20%
2011
 +5.83% +1.01%
2010
 +17.33% +14.47%
2009
 +20.87% +25.30%
2008
 -22.37% -26.02%
2007
 -1.40% +5.18%
2006
 +18.42% +20.06%
2005
 +6.88% +9.86%
2004
 +15.93% +14.78%
2003
 +23.46% +29.73%
2002
 -2.82% -5.70%
2001
 +3.27% +5.85%
2000
 +9.05% +2.46%
1999
 +6.34% +12.48%
1998
 +5.18% +5.92%
1997
 +19.74% +15.13%
1996
 +19.46% +18.95%
1995
 +22.03% +20.20%
1994
 -3.74% -3.17%
1993
 +13.33% +23.51%
1992
 +10.28% +4.84%
1991
 +27.78% +33.86%
1990
 -4.26% -5.42%
1989
 +16.87% +26.07%
1988
 +12.71% +16.73%
1987
 +0.17% -0.94%
1986
 +16.28% +18.93%
1985
 +24.20% +27.52%