Stocks/Bonds 40/60 2x Leveraged vs Paul Farrell Second Grader's Starter 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 Paul Farrell Second Grader's Starter Portfolio obtained a 8.95% compound annual return, with a 13.54% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 40/60 2x Leveraged Portfolio Paul Farrell Second Grader's Starter Portfolio
Portfolio Risk Medium Very High
Asset Allocation Stocks 40% 90%
Fixed Income 60% 10%
Commodities 0% 0%
10 Years Stats Return +8.43% +8.95%
Std Dev 14.64% 13.54%
Max Drawdown -36.46% -24.21%
All time Stats
(Since Mar 2010)		 Return +11.48% +10.11%
Std Dev 13.27% 13.60%
Max Drawdown -36.46% -24.21%
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
Paul Farrell Second Grader's Starter Portfolio +2.84 +18.90 +21.44 +10.51 +8.95 +10.11
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).

Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since April 2014, now would be worth 2.36$, with a total return of 135.70% (8.95% 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).

Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since March 2010, now would be worth 3.88$, with a total return of 288.11% (10.11% annualized).

Drawdowns

Drawdown comparison chart since April 2014.

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Stocks/Bonds 40/60 2x Leveraged Portfolio
Paul Farrell Second Grader's Starter 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
-24.21% Jan 2022 Sep 2022 (9) Feb 2024 (26) 12.05
-19.32% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.35
-11.99% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.73
-10.88% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.67
-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
-5.44% May 2019 May 2019 (1) Jun 2019 (2) 3.14
-5.17% Feb 2018 Mar 2018 (2) Aug 2018 (7) 3.49
-4.47% Sep 2020 Oct 2020 (2) Nov 2020 (3) 2.60
-3.84% Sep 2021 Sep 2021 (1) Oct 2021 (2) 2.22
-2.97% Jan 2021 Feb 2021 (2) Apr 2021 (4) 1.88
-2.86% May 2019 May 2019 (1) Jun 2019 (2) 1.65
-2.76% Sep 2014 Sep 2014 (1) Nov 2014 (3) 1.47
-2.54% Sep 2014 Sep 2014 (1) Oct 2014 (2) 1.47

Drawdown comparison chart since March 2010.

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Stocks/Bonds 40/60 2x Leveraged Portfolio
Paul Farrell Second Grader's Starter 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
-24.21% Jan 2022 Sep 2022 (9) Feb 2024 (26) 12.05
-19.32% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.35
-17.88% May 2011 Sep 2011 (5) Sep 2012 (17) 7.12
-11.99% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.73
-11.42% May 2010 Jun 2010 (2) Oct 2010 (6) 6.39
-10.88% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.67
-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
-5.44% May 2019 May 2019 (1) Jun 2019 (2) 3.14
-5.17% Feb 2018 Mar 2018 (2) Aug 2018 (7) 3.49
-4.47% Sep 2020 Oct 2020 (2) Nov 2020 (3) 2.60
-4.27% May 2010 Jun 2010 (2) Jul 2010 (3) 2.87
-3.84% Sep 2021 Sep 2021 (1) Oct 2021 (2) 2.22

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%
+7.12%
 0.00%
2023
+18.74%
 -14.99%
+20.93%
 -9.14%
2022
-33.70%
 -36.46%
-17.70%
 -24.21%
2021
+19.46%
 -6.16%
+17.70%
 -3.84%
2020
+19.91%
 -7.29%
+16.72%
 -19.32%
2019
+33.39%
 -2.86%
+25.83%
 -5.44%
2018
-6.50%
 -9.59%
-7.40%
 -11.99%
2017
+19.66%
 -0.19%
+21.30%
 0.00%
2016
+8.94%
 -6.54%
+9.42%
 -5.60%
2015
+0.67%
 -5.62%
-1.16%
 -9.62%
2014
+20.80%
 -2.54%
+6.75%
 -3.49%
2013
+20.66%
 -5.58%
+24.11%
 -2.56%
2012
+16.43%
 -2.46%
+15.86%
 -7.88%
2011
+17.29%
 -1.97%
-2.83%
 -17.88%