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 JL Collins Simple Path to Wealth Portfolio obtained a 8.66% compound annual return, with a 11.60% standard deviation, in the last 30 Years.
Summary
| Roger Gibson Talmud Portfolio | JL Collins Simple Path to Wealth Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 66.67% | 75% |
| Fixed Income | 33.33% | 25% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.00% | +8.66% |
| Std Dev | 10.64% | 11.60% | |
| Max Drawdown | -40.17% | -38.53% | |
Last Update: 31 May 2023
Historical Returns as of May 31, 2023
Comparison period starts from January 1928
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Roger Gibson Talmud Portfolio | -1.52 | -0.90 | -5.44 | +5.36 | +6.35 | +8.00 | +7.71 |
| JL Collins Simple Path to Wealth Portfolio | +0.04 | +2.31 | +1.04 | +7.85 | +9.02 | +8.66 | +8.91 |
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).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since June 1993, now would be worth 12087.36$, with a total return of 1108.74% (8.66% annualized).
Roger Gibson Talmud Portfolio: an investment of 1000$, since January 1928, now would be worth 1193372.06$, with a total return of 119237.21% (7.71% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since January 1928, now would be worth 3439026.84$, with a total return of 343802.68% (8.91% annualized).
Drawdowns
Drawdown comparison chart since May 1993.
Roger Gibson Talmud Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -40.17% | Jun 2007 | Feb 2009 | |||
| -38.53% | Nov 2007 | Feb 2009 | |||
| -30.50% | Sep 2000 | Sep 2002 | |||
| -22.88% | Jan 2022 | Sep 2022 | |||
| -22.24% | Jan 2022 | Sep 2022 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -15.16% | Feb 2020 | Mar 2020 | |||
| -13.02% | Jul 1998 | Aug 1998 | |||
| -12.27% | May 2011 | Sep 2011 | |||
| -10.58% | Oct 2018 | Dec 2018 | |||
| -10.50% | Jun 2011 | Sep 2011 | |||
| -10.43% | Jul 1998 | Aug 1998 | |||
| -8.70% | Oct 1993 | Nov 1994 | |||
| -8.26% | Apr 2002 | Oct 2002 | |||
| -7.57% | Sep 2018 | Dec 2018 | |||
| -6.83% | Feb 1994 | Jun 1994 | |||
| -6.69% | Apr 2004 | Apr 2004 | |||
| -6.60% | Jun 2015 | Sep 2015 | |||
| -6.51% | Apr 2000 | May 2000 | |||
| -5.69% | Apr 2015 | Aug 2015 | |||
Drawdown comparison chart since January 1928.
Roger Gibson Talmud Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -72.36% | Sep 1929 | May 1932 | |||
| -57.05% | Sep 1929 | May 1932 | |||
| -40.17% | Jun 2007 | Feb 2009 | |||
| -39.03% | Mar 1937 | Mar 1938 | |||
| -38.53% | Nov 2007 | Feb 2009 | |||
| -34.54% | Jan 1973 | Sep 1974 | |||
| -30.50% | Sep 2000 | Sep 2002 | |||
| -29.48% | Aug 1937 | Mar 1938 | |||
| -25.53% | Dec 1972 | Sep 1974 | |||
| -23.27% | Sep 1987 | Nov 1987 | |||
| -23.08% | Dec 1968 | Jun 1970 | |||
| -22.88% | Jan 2022 | Sep 2022 | |||
| -22.24% | Jan 2022 | Sep 2022 | |||
| -16.39% | Jan 1962 | Jun 1962 | |||
| -16.21% | Jun 1946 | Nov 1946 | |||
| -15.52% | Sep 1987 | Nov 1987 | |||
| -15.49% | Dec 1968 | Jun 1970 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -15.16% | Feb 2020 | Mar 2020 | |||
| -13.02% | Dec 1961 | Jun 1962 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1928.
| Year | Roger Gibson Talmud Portfolio | JL Collins Simple Path to Wealth Portfolio |
|---|---|---|
| 2023 |
+3.05% | +7.20% |
| 2022 |
-19.62% | -17.91% |
| 2021 |
+21.44% | +18.79% |
| 2020 |
+8.02% | +17.70% |
| 2019 |
+22.79% | +25.21% |
| 2018 |
-3.78% | -3.94% |
| 2017 |
+9.90% | +16.80% |
| 2016 |
+7.99% | +10.25% |
| 2015 |
+1.11% | +0.41% |
| 2014 |
+16.24% | +10.86% |
| 2013 |
+11.22% | +24.56% |
| 2012 |
+12.41% | +13.13% |
| 2011 |
+5.83% | +2.71% |
| 2010 |
+17.33% | +14.62% |
| 2009 |
+20.87% | +22.58% |
| 2008 |
-22.37% | -26.02% |
| 2007 |
-1.40% | +5.76% |
| 2006 |
+18.42% | +12.84% |
| 2005 |
+6.88% | +5.33% |
| 2004 |
+15.93% | +10.65% |
| 2003 |
+23.46% | +24.06% |
| 2002 |
-2.82% | -13.29% |
| 2001 |
+3.27% | -6.12% |
| 2000 |
+9.05% | -5.08% |
| 1999 |
+6.34% | +17.67% |
| 1998 |
+5.18% | +19.59% |
| 1997 |
+19.74% | +25.61% |
| 1996 |
+19.46% | +16.62% |
| 1995 |
+22.03% | +31.38% |
| 1994 |
-3.74% | -0.79% |
| 1993 |
+13.33% | +10.39% |
| 1992 |
+10.28% | +8.62% |
| 1991 |
+27.78% | +28.11% |
| 1990 |
-4.26% | -2.40% |
| 1989 |
+16.87% | +24.50% |
| 1988 |
+12.71% | +14.83% |
| 1987 |
+0.17% | +2.34% |
| 1986 |
+16.28% | +14.71% |
| 1985 |
+24.20% | +29.02% |
| 1984 |
+12.71% | +5.39% |
| 1983 |
+19.51% | +18.30% |
| 1982 |
+24.41% | +23.16% |
| 1981 |
+3.76% | -0.76% |
| 1980 |
+20.13% | +25.59% |
| 1979 |
+21.82% | +19.52% |
| 1978 |
+6.65% | +6.63% |
| 1977 |
+6.70% | -2.26% |
| 1976 |
+29.26% | +23.29% |
| 1975 |
+21.49% | +30.20% |
| 1974 |
-14.51% | -19.44% |
| 1973 |
-9.74% | -12.52% |
| 1972 |
+9.45% | +13.90% |
| 1971 |
+10.45% | +15.59% |
| 1970 |
+10.08% | +7.90% |
| 1969 |
-1.80% | -8.24% |
| 1968 |
+6.81% | +10.76% |
| 1967 |
+9.72% | +20.41% |
| 1966 |
-0.84% | -5.30% |
| 1965 |
+5.52% | +10.83% |
| 1964 |
+7.19% | +13.27% |
| 1963 |
+8.31% | +16.27% |
| 1962 |
-1.20% | -5.79% |
| 1961 |
+9.75% | +20.54% |
| 1960 |
+4.91% | +3.95% |
| 1959 |
+3.73% | +9.16% |
| 1958 |
+14.22% | +32.90% |
| 1957 |
+0.45% | -5.31% |
| 1956 |
+2.62% | +5.99% |
| 1955 |
+8.32% | +19.10% |
| 1954 |
+18.11% | +38.65% |
| 1953 |
+5.28% | +1.41% |
| 1952 |
+6.76% | +10.77% |
| 1951 |
+8.95% | +15.57% |
| 1950 |
+11.28% | +22.71% |
| 1949 |
+8.15% | +16.07% |
| 1948 |
+2.34% | +2.42% |
| 1947 |
+8.22% | +2.77% |
| 1946 |
+6.18% | -4.52% |
| 1945 |
+18.38% | +29.94% |
| 1944 |
+13.36% | +16.49% |
| 1943 |
+13.94% | +21.54% |
| 1942 |
+7.12% | +12.87% |
| 1941 |
-5.41% | -7.01% |
| 1940 |
+0.15% | -4.30% |
| 1939 |
+1.38% | +2.53% |
| 1938 |
+10.63% | +22.38% |
| 1937 |
-10.14% | -25.67% |
| 1936 |
+13.80% | +26.37% |
| 1935 |
+19.99% | +35.70% |
| 1934 |
+4.17% | +3.55% |
| 1933 |
+18.79% | +43.64% |
| 1932 |
-2.29% | -3.42% |
| 1931 |
-18.11% | -33.61% |
| 1930 |
-8.30% | -19.33% |
| 1929 |
-3.04% | -7.41% |
| 1928 |
+13.08% | +28.78% |
