Stocks/Bonds 60/40 with Bitcoin vs Bill Bernstein No Brainer Portfolio Comparison

Last Update: 31 May 2023

The Stocks/Bonds 60/40 with Bitcoin Portfolio obtained a 16.93% compound annual return, with a 37.56% standard deviation, in the last 10 Years.

The Bill Bernstein No Brainer Portfolio obtained a 6.68% compound annual return, with a 11.36% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 60/40 with Bitcoin Portfolio Bill Bernstein No Brainer Portfolio
Risk High High
Asset Allocation Stocks 59% 75%
Fixed Income 39% 25%
Commodities 2% 0%
10 Years Stats Return +16.93% +6.68%
Std Dev 37.56% 11.36%
Max Drawdown -22.56% -19.76%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 2009

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Stocks/Bonds 60/40 with Bitcoin Portfolio -0.43 +3.31 +0.75 +7.87 +16.93 +19.47
Bill Bernstein No Brainer Portfolio -1.18 -0.08 -1.20 +4.76 +6.68 +8.38
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Stocks/Bonds 60/40 with Bitcoin Portfolio: an investment of 1000$, since June 2013, now would be worth 4779.74$, with a total return of 377.97% (16.93% annualized).

Bill Bernstein No Brainer Portfolio: an investment of 1000$, since June 2013, now would be worth 1908.59$, with a total return of 90.86% (6.68% annualized).

Stocks/Bonds 60/40 with Bitcoin Portfolio: an investment of 1000$, since January 2009, now would be worth 13001.70$, with a total return of 1200.17% (19.47% annualized).

Bill Bernstein No Brainer Portfolio: an investment of 1000$, since January 2009, now would be worth 3190.48$, with a total return of 219.05% (8.38% annualized).

Drawdowns

Drawdown comparison chart since May 2013.

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Stocks/Bonds 60/40 with Bitcoin Portfolio
Bill Bernstein No Brainer Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-22.56% Dec 2013 Jan 2014
-21.45% Jan 2022 Sep 2022
-19.76% Jan 2022 Sep 2022
-18.24% Jan 2020 Mar 2020
-12.82% Feb 2020 Mar 2020
-11.92% Sep 2018 Dec 2018
-9.17% Jun 2015 Feb 2016
-8.81% Sep 2018 Dec 2018
-4.96% Jun 2013 Jun 2013
-4.00% Feb 2018 Mar 2018
-3.45% Feb 2018 Mar 2018
-3.35% Sep 2021 Sep 2021
-3.16% Jan 2014 Jan 2014
-3.10% Sep 2020 Oct 2020
-2.93% Sep 2014 Sep 2014
-2.88% Sep 2020 Oct 2020
-2.73% Sep 2021 Sep 2021
-2.13% Jul 2014 Jul 2014
-2.06% Oct 2016 Oct 2016
-1.98% Nov 2021 Nov 2021

Drawdown comparison chart since January 2009.

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Stocks/Bonds 60/40 with Bitcoin Portfolio
Bill Bernstein No Brainer Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.67% Jul 2011 Nov 2011
-22.56% Dec 2013 Jan 2014
-21.45% Jan 2022 Sep 2022
-19.76% Jan 2022 Sep 2022
-18.24% Jan 2020 Mar 2020
-16.20% May 2011 Sep 2011
-15.37% Jan 2009 Feb 2009
-12.82% Feb 2020 Mar 2020
-11.92% Sep 2018 Dec 2018
-11.49% Jan 2009 Feb 2009
-9.69% May 2010 Jun 2010
-9.17% Jun 2015 Feb 2016
-8.81% Sep 2018 Dec 2018
-7.03% May 2010 Jun 2010
-4.00% Feb 2018 Mar 2018
-3.45% Feb 2018 Mar 2018
-3.35% Sep 2021 Sep 2021
-3.16% Jan 2014 Jan 2014
-3.10% Sep 2020 Oct 2020
-2.93% Sep 2014 Sep 2014

Yearly Returns

Yearly return comparison. Common historical serie start from January 2009.

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Year Stocks/Bonds 60/40 with Bitcoin Portfolio Bill Bernstein No Brainer Portfolio
2023
 +7.40% +3.63%
2022
 -17.90% -13.89%
2021
 +15.60% +15.39%
2020
 +21.52% +11.61%
2019
 +23.43% +19.82%
2018
 -4.56% -6.41%
2017
 +39.33% +15.70%
2016
 +11.03% +11.03%
2015
 +1.17% -1.35%
2014
 +8.50% +3.78%
2013
 +142.67% +22.10%
2012
 +14.56% +12.91%
2011
 +33.12% -2.59%
2010
 +19.66% +14.15%
2009
 +18.47% +22.80%