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

Last Update: 31 March 2024

The Stocks/Bonds 40/60 2x Leveraged Portfolio obtained a 8.43% compound annual return, with a 14.64% standard deviation, in the last 10 Years.

The Gyroscopic Investing Desert with Bitcoin Portfolio obtained a 8.43% compound annual return, with a 7.22% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 40/60 2x Leveraged Portfolio Gyroscopic Investing Desert with Bitcoin Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 40% 30%
Fixed Income 60% 60%
Commodities 0% 10%
10 Years Stats Return +8.43% +8.43%
Std Dev 14.64% 7.22%
Max Drawdown -36.46% -15.73%
All time Stats
(Since Mar 2010)		 Return +11.48% +16.99%
Std Dev 13.27% 35.75%
Max Drawdown -36.46% -40.72%
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
Stocks/Bonds 40/60 2x Leveraged Portfolio +3.56 +22.47 +14.99 +6.83 +8.43 +11.48
Gyroscopic Investing Desert with Bitcoin Portfolio +2.24 +13.87 +12.91 +7.71 +8.43 +16.99
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1$, since April 2014, now would be worth 2.25$, with a total return of 124.72% (8.43% annualized).

Gyroscopic Investing Desert with Bitcoin Portfolio: an investment of 1$, since April 2014, now would be worth 2.25$, with a total return of 124.66% (8.43% annualized).

Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1$, since March 2010, now would be worth 4.62$, with a total return of 362.33% (11.48% annualized).

Gyroscopic Investing Desert with Bitcoin Portfolio: an investment of 1$, since March 2010, now would be worth 9.11$, with a total return of 811.12% (16.99% annualized).

Drawdowns

Drawdown comparison chart since April 2014.

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Stocks/Bonds 40/60 2x Leveraged Portfolio
Gyroscopic Investing Desert with Bitcoin Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-36.46% Jan 2022 Sep 2022 (9) In progress (27) 25.55
-15.73% Nov 2021 Sep 2022 (11) Jan 2024 (27) 8.32
-9.59% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.96
-7.29% Feb 2020 Mar 2020 (2) May 2020 (4) 3.46
-7.11% Feb 2018 Apr 2018 (3) Aug 2018 (7) 4.21
-6.54% Aug 2016 Nov 2016 (4) Feb 2017 (7) 3.58
-6.16% Sep 2021 Sep 2021 (1) Nov 2021 (3) 3.08
-6.13% Sep 2020 Oct 2020 (2) Nov 2020 (3) 3.32
-5.62% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.68
-4.33% Feb 2020 Mar 2020 (2) Apr 2020 (3) 2.29
-3.42% Sep 2018 Dec 2018 (4) Feb 2019 (6) 1.83
-2.97% Jan 2021 Feb 2021 (2) Apr 2021 (4) 1.88
-2.86% May 2019 May 2019 (1) Jun 2019 (2) 1.65
-2.54% Sep 2014 Sep 2014 (1) Oct 2014 (2) 1.47
-2.42% Jun 2015 Sep 2015 (4) Oct 2015 (5) 1.37
-2.41% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.39
-2.25% Feb 2018 Apr 2018 (3) Aug 2018 (7) 1.46
-1.89% Aug 2016 Nov 2016 (4) Jan 2017 (6) 0.98
-1.80% Sep 2014 Sep 2014 (1) Nov 2014 (3) 0.97
-1.70% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.18

Drawdown comparison chart since March 2010.

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Stocks/Bonds 40/60 2x Leveraged Portfolio
Gyroscopic Investing Desert with Bitcoin Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-40.72% Jul 2011 Nov 2011 (5) Nov 2013 (29) 26.58
-36.46% Jan 2022 Sep 2022 (9) In progress (27) 25.55
-23.13% Dec 2013 Dec 2013 (1) Oct 2017 (47) 16.76
-15.73% Nov 2021 Sep 2022 (11) Jan 2024 (27) 8.32
-9.59% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.96
-7.29% Feb 2020 Mar 2020 (2) May 2020 (4) 3.46
-7.11% Feb 2018 Apr 2018 (3) Aug 2018 (7) 4.21
-6.54% Aug 2016 Nov 2016 (4) Feb 2017 (7) 3.58
-6.16% Sep 2021 Sep 2021 (1) Nov 2021 (3) 3.08
-6.13% Sep 2020 Oct 2020 (2) Nov 2020 (3) 3.32
-5.62% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.68
-5.58% May 2013 Aug 2013 (4) Oct 2013 (6) 3.04
-4.33% Feb 2020 Mar 2020 (2) Apr 2020 (3) 2.29
-4.27% May 2010 Jun 2010 (2) Jul 2010 (3) 2.87
-3.42% Sep 2018 Dec 2018 (4) Feb 2019 (6) 1.83
-2.97% Jan 2021 Feb 2021 (2) Apr 2021 (4) 1.88
-2.86% May 2019 May 2019 (1) Jun 2019 (2) 1.65
-2.54% Sep 2014 Sep 2014 (1) Oct 2014 (2) 1.47
-2.46% Oct 2012 Oct 2012 (1) Jan 2013 (4) 1.31
-2.41% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.39

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
+5.22%
 0.00%
+4.37%
 0.00%
2023
+18.74%
 -14.99%
+14.45%
 -3.66%
2022
-33.70%
 -36.46%
-12.90%
 -15.68%
2021
+19.46%
 -6.16%
+7.03%
 -2.41%
2020
+19.91%
 -7.29%
+18.57%
 -4.33%
2019
+33.39%
 -2.86%
+15.94%
 -0.71%
2018
-6.50%
 -9.59%
-2.34%
 -3.42%
2017
+19.66%
 -0.19%
+33.55%
 -0.85%
2016
+8.94%
 -6.54%
+7.71%
 -1.89%
2015
+0.67%
 -5.62%
+0.98%
 -2.42%
2014
+20.80%
 -2.54%
+4.32%
 -1.80%
2013
+20.66%
 -5.58%
+130.41%
 -23.13%
2012
+16.43%
 -2.46%
+10.19%
 -1.94%
2011
+17.29%
 -1.97%
+35.50%
 -40.72%