Last Update: 31 March 2024
The Stocks/Bonds 60/40 2x Leveraged Portfolio obtained a 12.46% compound annual return, with a 18.97% standard deviation, in the last 10 Years.
The Stocks/Bonds 40/60 with Bitcoin Portfolio obtained a 9.25% compound annual return, with a 8.96% standard deviation, in the last 10 Years.
Summary
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| Stocks/Bonds 60/40 2x Leveraged Portfolio | Stocks/Bonds 40/60 with Bitcoin Portfolio | ||
|---|---|---|---|
| Portfolio Risk | High | Medium | |
| Asset Allocation | Stocks | 60% | 39% |
| Fixed Income | 40% | 59% | |
| Commodities | 0% | 2% | |
| 10 Years Stats | Return | +12.46% | +9.25% |
| Std Dev | 18.97% | 8.96% | |
| Max Drawdown | -39.53% | -19.39% | |
| All time Stats (Since Mar 2010) |
Return | +15.49% | +17.86% |
| Std Dev | 17.71% | 35.40% | |
| Max Drawdown | -39.53% | -41.83% | |
| 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 60/40 2x Leveraged Portfolio | +4.44 | +30.31 | +27.89 | +12.07 | +12.46 | +15.49 |
| Stocks/Bonds 40/60 with Bitcoin Portfolio | +2.07 | +15.54 | +14.85 | +8.05 | +9.25 | +17.86 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Stocks/Bonds 60/40 2x Leveraged Portfolio: an investment of 1$, since April 2014,
now would be worth 3.24$, with a total return of 223.69%
(12.46% annualized).
Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1$, since April 2014, now would be worth 2.42$, with a total return of 142.14% (9.25% annualized).
Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1$, since April 2014, now would be worth 2.42$, with a total return of 142.14% (9.25% annualized).
Stocks/Bonds 60/40 2x Leveraged Portfolio: an investment of 1$, since March 2010,
now would be worth 7.60$, with a total return of 659.79%
(15.49% annualized).
Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1$, since March 2010, now would be worth 10.12$, with a total return of 912.08% (17.86% annualized).
Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1$, since March 2010, now would be worth 10.12$, with a total return of 912.08% (17.86% annualized).
Drawdowns
Drawdown comparison chart since April 2014.
Swipe left to see all data
|
Stocks/Bonds 60/40 2x Leveraged Portfolio
|
Stocks/Bonds 40/60 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 (27) | 25.36 | |||||
| -19.39% | Nov 2021 | Sep 2022 (11) | Mar 2024 (29) | 10.67 | |||||
| -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 | |||||
| -8.64% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 4.14 | |||||
| -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 | |||||
| -5.78% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.83 | |||||
| -4.20% | Aug 2016 | Oct 2016 (3) | Jan 2017 (6) | 2.11 | |||||
| -3.50% | Aug 2015 | Sep 2015 (2) | Nov 2015 (4) | 2.04 | |||||
| -2.95% | Feb 2018 | Mar 2018 (2) | Aug 2018 (7) | 1.84 | |||||
| -2.68% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.55 | |||||
| -2.67% | Sep 2014 | Sep 2014 (1) | Oct 2014 (2) | 1.54 | |||||
| -2.36% | Dec 2015 | Jan 2016 (2) | Mar 2016 (4) | 1.30 | |||||
| -2.27% | Jan 2021 | Jan 2021 (1) | Mar 2021 (3) | 1.24 | |||||
| -1.97% | Jul 2014 | Jul 2014 (1) | Aug 2014 (2) | 1.14 | |||||
| -1.94% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.28 | |||||
Drawdown comparison chart since March 2010.
Swipe left to see all data
|
Stocks/Bonds 60/40 2x Leveraged Portfolio
|
Stocks/Bonds 40/60 with Bitcoin 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 | |||||
| -39.53% | Jan 2022 | Sep 2022 (9) | In progress (27) | 25.36 | |||||
| -22.55% | Dec 2013 | Jan 2014 (2) | Jul 2017 (44) | 15.16 | |||||
| -19.39% | Nov 2021 | Sep 2022 (11) | Mar 2024 (29) | 10.67 | |||||
| -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 | |||||
| -8.64% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 4.14 | |||||
| -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 | |||||
| -5.78% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.83 | |||||
| -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 | |||||
| -3.92% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 2.09 | |||||
| -3.81% | Jun 2013 | Jun 2013 (1) | Jul 2013 (2) | 2.20 | |||||
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.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+9.95%
|
0.00% |
+4.60%
|
0.00% |
| 2023 |
+28.05%
|
-16.05% |
+16.42%
|
-5.79% |
| 2022 |
-35.46%
|
-39.53% |
-16.62%
|
-19.39% |
| 2021 |
+33.12%
|
-7.42% |
+10.09%
|
-2.68% |
| 2020 |
+20.45%
|
-18.11% |
+18.86%
|
-8.64% |
| 2019 |
+43.41%
|
-6.52% |
+19.07%
|
-0.26% |
| 2018 |
-9.21%
|
-15.62% |
-3.54%
|
-5.78% |
| 2017 |
+27.89%
|
0.00% |
+35.81%
|
-0.29% |
| 2016 |
+13.14%
|
-4.20% |
+8.97%
|
-1.74% |
| 2015 |
+0.05%
|
-9.46% |
+1.21%
|
-3.50% |
| 2014 |
+22.38%
|
-2.67% |
+7.16%
|
-1.50% |
| 2013 |
+37.26%
|
-5.13% |
+135.55%
|
-22.50% |
| 2012 |
+21.30%
|
-5.28% |
+11.90%
|
-1.96% |
| 2011 |
+10.55%
|
-11.21% |
+34.51%
|
-41.83% |
