Stocks/Bonds 60/40 2x Leveraged vs Golden Butterfly with Bitcoin Portfolio Comparison

Last Update: 29 February 2024

The Stocks/Bonds 60/40 2x Leveraged Portfolio obtained a 12.03% compound annual return, with a 18.94% standard deviation, in the last 10 Years.

The Golden Butterfly with Bitcoin Portfolio obtained a 8.72% compound annual return, with a 9.54% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 60/40 2x Leveraged Portfolio Golden Butterfly with Bitcoin Portfolio
Portfolio Risk High High
Asset Allocation Stocks 60% 40%
Fixed Income 40% 40%
Commodities 0% 20%
10 Years Stats Return +12.03% +8.72%
Std Dev 18.94% 9.54%
Max Drawdown -39.53% -18.74%
All time Stats
(Since Mar 2010)
Return +15.23% +18.16%
Std Dev 17.74% 36.11%
Max Drawdown -39.53% -39.02%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from March 2010

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1M 6M 1Y 5Y 10Y MAX
Stocks/Bonds 60/40 2x Leveraged Portfolio +3.55 +13.82 +30.63 +11.97 +12.03 +15.23
Golden Butterfly with Bitcoin Portfolio +1.96 +7.74 +10.77 +7.95 +8.72 +18.16
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Stocks/Bonds 60/40 2x Leveraged Portfolio: an investment of 1$, since March 2014, now would be worth 3.11$, with a total return of 211.36% (12.03% annualized).

Golden Butterfly with Bitcoin Portfolio: an investment of 1$, since March 2014, now would be worth 2.31$, with a total return of 130.71% (8.72% annualized).

Stocks/Bonds 60/40 2x Leveraged Portfolio: an investment of 1$, since March 2010, now would be worth 7.28$, with a total return of 627.50% (15.23% annualized).

Golden Butterfly with Bitcoin Portfolio: an investment of 1$, since March 2010, now would be worth 10.34$, with a total return of 933.63% (18.16% annualized).

Drawdowns

Drawdown comparison chart since March 2014.

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Stocks/Bonds 60/40 2x Leveraged Portfolio
Golden Butterfly with Bitcoin Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-39.53% Jan 2022 Sep 2022 (9) In progress (26) 25.77
-18.74% Jan 2022 Sep 2022 (9) In progress (26) 10.00
-18.11% Feb 2020 Mar 2020 (2) Jul 2020 (6) 8.39
-15.62% Sep 2018 Dec 2018 (4) Apr 2019 (8) 7.17
-9.46% Jun 2015 Sep 2015 (4) Mar 2016 (10) 5.05
-9.19% Feb 2018 Apr 2018 (3) Aug 2018 (7) 5.67
-8.27% Sep 2020 Oct 2020 (2) Nov 2020 (3) 4.65
-7.91% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.44
-7.42% Sep 2021 Sep 2021 (1) Oct 2021 (2) 4.28
-7.04% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.53
-6.52% May 2019 May 2019 (1) Jun 2019 (2) 3.77
-5.94% Feb 2015 Sep 2015 (8) Mar 2016 (14) 2.96
-4.20% Aug 2016 Oct 2016 (3) Jan 2017 (6) 2.11
-3.49% Sep 2014 Sep 2014 (1) Dec 2014 (4) 1.72
-2.99% Aug 2016 Oct 2016 (3) Jan 2017 (6) 1.61
-2.67% Sep 2014 Sep 2014 (1) Oct 2014 (2) 1.54
-2.56% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.48
-2.47% Feb 2018 Mar 2018 (2) Aug 2018 (7) 1.53
-2.43% Sep 2020 Sep 2020 (1) Nov 2020 (3) 1.70
-2.27% Jan 2021 Jan 2021 (1) Mar 2021 (3) 1.24

Drawdown comparison chart since March 2010.

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Stocks/Bonds 60/40 2x Leveraged Portfolio
Golden Butterfly with Bitcoin Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-39.53% Jan 2022 Sep 2022 (9) In progress (26) 25.77
-39.02% Jul 2011 Nov 2011 (5) Oct 2013 (28) 24.97
-23.09% Dec 2013 Dec 2013 (1) Aug 2017 (45) 15.39
-18.74% Jan 2022 Sep 2022 (9) In progress (26) 10.00
-18.11% Feb 2020 Mar 2020 (2) Jul 2020 (6) 8.39
-15.62% Sep 2018 Dec 2018 (4) Apr 2019 (8) 7.17
-11.64% May 2010 Jun 2010 (2) Sep 2010 (5) 6.52
-11.21% Jun 2011 Sep 2011 (4) Jan 2012 (8) 4.75
-9.46% Jun 2015 Sep 2015 (4) Mar 2016 (10) 5.05
-9.19% Feb 2018 Apr 2018 (3) Aug 2018 (7) 5.67
-8.27% Sep 2020 Oct 2020 (2) Nov 2020 (3) 4.65
-7.91% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.44
-7.42% Sep 2021 Sep 2021 (1) Oct 2021 (2) 4.28
-7.04% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.53
-6.52% May 2019 May 2019 (1) Jun 2019 (2) 3.77
-5.28% May 2012 May 2012 (1) Jul 2012 (3) 2.75
-5.13% Aug 2013 Aug 2013 (1) Sep 2013 (2) 2.96
-4.20% Aug 2016 Oct 2016 (3) Jan 2017 (6) 2.11
-3.81% Jun 2013 Jun 2013 (1) Jul 2013 (2) 2.20
-3.07% Oct 2012 Oct 2012 (1) Jan 2013 (4) 1.69

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
+5.28%
0.00%
+0.43%
-1.50%
2023
+28.05%
-16.05%
+14.80%
-7.42%
2022
-35.46%
-39.53%
-14.60%
-18.74%
2021
+33.12%
-7.42%
+10.61%
-2.56%
2020
+20.45%
-18.11%
+19.54%
-7.91%
2019
+43.41%
-6.52%
+19.56%
-0.45%
2018
-9.21%
-15.62%
-5.42%
-7.04%
2017
+27.89%
0.00%
+36.14%
-0.60%
2016
+13.14%
-4.20%
+13.14%
-2.99%
2015
+0.05%
-9.46%
-2.76%
-5.94%
2014
+22.38%
-2.67%
+8.01%
-3.49%
2013
+37.26%
-5.13%
+130.58%
-23.09%
2012
+21.30%
-5.28%
+12.33%
-2.22%
2011
+10.55%
-11.21%
+38.12%
-39.02%