Stocks/Bonds 60/40 2x Leveraged vs Ray Dalio All Weather 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 Ray Dalio All Weather with Bitcoin Portfolio obtained a 8.11% compound annual return, with a 9.46% standard deviation, in the last 10 Years.

Summary

Swipe left to see all data
Stocks/Bonds 60/40 2x Leveraged Portfolio Ray Dalio All Weather with Bitcoin Portfolio
Portfolio Risk High Medium
Asset Allocation Stocks 60% 30%
Fixed Income 40% 55%
Commodities 0% 15%
10 Years Stats Return +12.03% +8.11%
Std Dev 18.94% 9.46%
Max Drawdown -39.53% -21.81%
All time Stats
(Since Mar 2010)
Return +15.23% +17.61%
Std Dev 17.74% 36.66%
Max Drawdown -39.53% -36.76%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from March 2010

Swipe left to see all data
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
Ray Dalio All Weather with Bitcoin Portfolio +1.31 +6.85 +10.84 +6.81 +8.11 +17.61
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).

Ray Dalio All Weather with Bitcoin Portfolio: an investment of 1$, since March 2014, now would be worth 2.18$, with a total return of 118.05% (8.11% 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).

Ray Dalio All Weather with Bitcoin Portfolio: an investment of 1$, since March 2010, now would be worth 9.69$, with a total return of 868.83% (17.61% annualized).

Drawdowns

Drawdown comparison chart since March 2014.

Swipe left to see all data
Stocks/Bonds 60/40 2x Leveraged Portfolio
Ray Dalio All Weather 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
-21.81% Nov 2021 Sep 2022 (11) In progress (28) 13.79
-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
-7.42% Sep 2021 Sep 2021 (1) Oct 2021 (2) 4.28
-6.52% May 2019 May 2019 (1) Jun 2019 (2) 3.77
-6.25% Feb 2015 Sep 2015 (8) Apr 2016 (15) 3.68
-5.90% Aug 2016 Nov 2016 (4) May 2017 (10) 2.72
-4.86% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.99
-4.20% Aug 2016 Oct 2016 (3) Jan 2017 (6) 2.11
-2.96% Aug 2020 Oct 2020 (3) Nov 2020 (4) 1.48
-2.72% Sep 2014 Sep 2014 (1) Nov 2014 (3) 1.46
-2.71% Feb 2018 Apr 2018 (3) Aug 2018 (7) 1.74
-2.67% Sep 2014 Sep 2014 (1) Oct 2014 (2) 1.54
-2.64% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.52
-2.27% Jan 2021 Jan 2021 (1) Mar 2021 (3) 1.24
-2.03% Mar 2020 Mar 2020 (1) Apr 2020 (2) 1.17

Drawdown comparison chart since March 2010.

Swipe left to see all data
Stocks/Bonds 60/40 2x Leveraged Portfolio
Ray Dalio All Weather 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
-36.76% Jul 2011 Nov 2011 (5) Oct 2013 (28) 22.75
-23.49% Dec 2013 Dec 2013 (1) Jul 2017 (44) 13.71
-21.81% Nov 2021 Sep 2022 (11) In progress (28) 13.79
-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
-7.42% Sep 2021 Sep 2021 (1) Oct 2021 (2) 4.28
-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
-4.86% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.99
-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
-2.96% Aug 2020 Oct 2020 (3) Nov 2020 (4) 1.48

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.
Swipe left to see all data
Year Return Drawdown Return Drawdown
2024
+5.28%
0.00%
+0.78%
-0.52%
2023
+28.05%
-16.05%
+12.94%
-8.54%
2022
-35.46%
-39.53%
-19.84%
-21.78%
2021
+33.12%
-7.42%
+9.08%
-2.64%
2020
+20.45%
-18.11%
+21.82%
-2.96%
2019
+43.41%
-6.52%
+19.53%
-1.41%
2018
-9.21%
-15.62%
-4.32%
-4.86%
2017
+27.89%
0.00%
+36.80%
-1.24%
2016
+13.14%
-4.20%
+8.71%
-5.90%
2015
+0.05%
-9.46%
-2.11%
-6.25%
2014
+22.38%
-2.67%
+12.02%
-2.72%
2013
+37.26%
-5.13%
+125.82%
-23.49%
2012
+21.30%
-5.28%
+10.54%
-1.68%
2011
+10.55%
-11.21%
+45.03%
-36.76%