Stocks/Bonds 40/60 with Bitcoin vs Marvin Appel One-Decision Portfolio Comparison

Last Update: 29 February 2024

The Stocks/Bonds 40/60 with Bitcoin Portfolio obtained a 9.01% compound annual return, with a 8.96% standard deviation, in the last 10 Years.

The Marvin Appel One-Decision Portfolio obtained a 5.66% compound annual return, with a 8.92% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 40/60 with Bitcoin Portfolio Marvin Appel One-Decision Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 39% 50%
Fixed Income 59% 50%
Commodities 2% 0%
10 Years Stats Return +9.01% +5.66%
Std Dev 8.96% 8.92%
Max Drawdown -19.39% -16.74%
All time Stats
(Since Jan 2009)
Return +17.36% +7.39%
Std Dev 34.21% 9.32%
Max Drawdown -41.83% -16.74%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 2009

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1M 6M 1Y 5Y 10Y MAX
Stocks/Bonds 40/60 with Bitcoin Portfolio +2.13 +9.47 +16.18 +8.00 +9.01 +17.36
Marvin Appel One-Decision Portfolio +1.43 +6.03 +9.54 +5.81 +5.66 +7.39
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1$, since March 2014, now would be worth 2.37$, with a total return of 136.86% (9.01% annualized).

Marvin Appel One-Decision Portfolio: an investment of 1$, since March 2014, now would be worth 1.73$, with a total return of 73.38% (5.66% annualized).

Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1$, since January 2009, now would be worth 11.33$, with a total return of 1033.08% (17.36% annualized).

Marvin Appel One-Decision Portfolio: an investment of 1$, since January 2009, now would be worth 2.95$, with a total return of 194.75% (7.39% annualized).

Drawdowns

Drawdown comparison chart since March 2014.

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Stocks/Bonds 40/60 with Bitcoin Portfolio
Marvin Appel One-Decision Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-19.39% Nov 2021 Sep 2022 (11) In progress (28) 10.86
-16.74% Jan 2022 Sep 2022 (9) In progress (26) 9.35
-13.04% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.40
-8.64% Feb 2020 Mar 2020 (2) May 2020 (4) 4.14
-6.99% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.10
-5.78% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.83
-4.76% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.77
-3.50% Aug 2015 Sep 2015 (2) Nov 2015 (4) 2.04
-3.21% Aug 2016 Oct 2016 (3) Jan 2017 (6) 1.52
-3.06% Feb 2018 Feb 2018 (1) Jun 2018 (5) 1.96
-2.95% Feb 2018 Mar 2018 (2) Aug 2018 (7) 1.84
-2.73% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.58
-2.68% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.55
-2.54% Sep 2014 Sep 2014 (1) Oct 2014 (2) 1.47
-2.36% Dec 2015 Jan 2016 (2) Mar 2016 (4) 1.30
-2.02% May 2019 May 2019 (1) Jun 2019 (2) 1.17
-1.94% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.28
-1.50% Sep 2014 Sep 2014 (1) Nov 2014 (3) 0.75
-1.16% Jun 2015 Jun 2015 (1) Jul 2015 (2) 0.67
-1.10% Aug 2016 Oct 2016 (3) Dec 2016 (5) 0.56

Drawdown comparison chart since January 2009.

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Stocks/Bonds 40/60 with Bitcoin Portfolio
Marvin Appel One-Decision Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-41.83% Jul 2011 Nov 2011 (5) Oct 2013 (28) 26.75
-22.55% Dec 2013 Jan 2014 (2) Jul 2017 (44) 15.16
-19.39% Nov 2021 Sep 2022 (11) In progress (28) 10.86
-16.74% Jan 2022 Sep 2022 (9) In progress (26) 9.35
-14.35% Jan 2009 Feb 2009 (2) Jul 2009 (7) 7.19
-13.04% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.40
-8.64% Feb 2020 Mar 2020 (2) May 2020 (4) 4.14
-8.52% Jun 2011 Sep 2011 (4) Jan 2012 (8) 3.61
-8.48% Jan 2009 Feb 2009 (2) May 2009 (5) 4.46
-6.99% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.10
-6.14% May 2010 Jun 2010 (2) Sep 2010 (5) 3.38
-5.78% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.83
-4.76% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.77
-3.85% May 2010 Jun 2010 (2) Sep 2010 (5) 2.04
-3.21% Aug 2016 Oct 2016 (3) Jan 2017 (6) 1.52
-3.06% Feb 2018 Feb 2018 (1) Jun 2018 (5) 1.96
-2.95% Feb 2018 Mar 2018 (2) Aug 2018 (7) 1.84
-2.81% May 2012 May 2012 (1) Jul 2012 (3) 1.41
-2.73% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.58
-2.72% May 2013 Aug 2013 (4) Oct 2013 (6) 1.40

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
+2.48%
0.00%
+0.21%
-1.20%
2023
+16.42%
-5.79%
+12.43%
-7.22%
2022
-16.62%
-19.39%
-13.18%
-16.74%
2021
+10.09%
-2.68%
+16.51%
-2.73%
2020
+18.86%
-8.64%
+5.32%
-13.04%
2019
+19.07%
-0.26%
+18.51%
-2.02%
2018
-3.54%
-5.78%
-3.64%
-6.99%
2017
+35.81%
-0.29%
+8.07%
-0.59%
2016
+8.97%
-1.74%
+8.52%
-3.21%
2015
+1.21%
-3.50%
-0.25%
-4.76%
2014
+7.16%
-1.50%
+11.14%
-2.54%
2013
+135.55%
-22.50%
+10.43%
-2.72%
2012
+11.90%
-1.96%
+10.65%
-2.81%
2011
+34.51%
-41.83%
+3.87%
-8.52%
2010
+17.41%
-3.85%
+13.01%
-6.14%
2009
+13.41%
-8.48%
+15.30%
-14.35%