Stocks/Bonds 60/40 with Bitcoin vs JL Collins Simple Path to Wealth Portfolio Comparison

Last Update: 29 February 2024

The Stocks/Bonds 60/40 with Bitcoin Portfolio obtained a 11.08% compound annual return, with a 11.18% standard deviation, in the last 10 Years.

The JL Collins Simple Path to Wealth Portfolio obtained a 9.41% compound annual return, with a 12.09% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 60/40 with Bitcoin Portfolio JL Collins Simple Path to Wealth Portfolio
Portfolio Risk High High
Asset Allocation Stocks 59% 75%
Fixed Income 39% 25%
Commodities 2% 0%
10 Years Stats Return +11.08% +9.41%
Std Dev 11.18% 12.09%
Max Drawdown -21.45% -22.24%
All time Stats
(Since Jan 2009)
Return +19.65% +11.31%
Std Dev 33.94% 12.10%
Max Drawdown -42.67% -22.24%
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 60/40 with Bitcoin Portfolio +3.46 +11.70 +21.22 +10.63 +11.08 +19.65
JL Collins Simple Path to Wealth Portfolio +3.65 +10.90 +22.21 +10.62 +9.41 +11.31
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Stocks/Bonds 60/40 with Bitcoin Portfolio: an investment of 1$, since March 2014, now would be worth 2.86$, with a total return of 186.04% (11.08% annualized).

JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since March 2014, now would be worth 2.46$, with a total return of 145.83% (9.41% annualized).

Stocks/Bonds 60/40 with Bitcoin Portfolio: an investment of 1$, since January 2009, now would be worth 15.19$, with a total return of 1418.90% (19.65% annualized).

JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since January 2009, now would be worth 5.08$, with a total return of 408.19% (11.31% annualized).

Drawdowns

Drawdown comparison chart since March 2014.

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Stocks/Bonds 60/40 with Bitcoin Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-22.24% Jan 2022 Sep 2022 (9) Jan 2024 (25) 12.08
-21.45% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.74
-15.46% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.88
-12.82% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.49
-10.58% Oct 2018 Dec 2018 (3) Apr 2019 (7) 4.89
-8.81% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.93
-6.60% Jun 2015 Sep 2015 (4) May 2016 (12) 3.45
-5.38% Aug 2015 Sep 2015 (2) Nov 2015 (4) 3.04
-4.59% May 2019 May 2019 (1) Jun 2019 (2) 2.65
-4.38% Feb 2018 Mar 2018 (2) Jul 2018 (6) 2.78
-4.25% Sep 2020 Oct 2020 (2) Nov 2020 (3) 2.52
-4.11% Dec 2015 Jan 2016 (2) Mar 2016 (4) 2.46
-4.00% Feb 2018 Mar 2018 (2) Jul 2018 (6) 2.53
-3.72% Sep 2021 Sep 2021 (1) Oct 2021 (2) 2.15
-3.35% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.93
-2.88% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.86
-1.88% Oct 2016 Oct 2016 (1) Nov 2016 (2) 1.09
-1.81% Sep 2014 Sep 2014 (1) Oct 2014 (2) 1.04
-1.79% May 2019 May 2019 (1) Jun 2019 (2) 1.03
-1.73% Sep 2014 Sep 2014 (1) Oct 2014 (2) 1.00

Drawdown comparison chart since January 2009.

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Stocks/Bonds 60/40 with Bitcoin Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-42.67% Jul 2011 Nov 2011 (5) Oct 2013 (28) 26.48
-22.56% Dec 2013 Jan 2014 (2) Apr 2017 (41) 14.30
-22.24% Jan 2022 Sep 2022 (9) Jan 2024 (25) 12.08
-21.45% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.74
-15.46% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.88
-13.96% Jan 2009 Feb 2009 (2) May 2009 (5) 7.22
-12.82% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.49
-12.27% May 2011 Sep 2011 (5) Feb 2012 (10) 5.16
-11.49% Jan 2009 Feb 2009 (2) May 2009 (5) 5.97
-10.58% Oct 2018 Dec 2018 (3) Apr 2019 (7) 4.89
-9.46% May 2010 Jun 2010 (2) Oct 2010 (6) 5.37
-8.81% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.93
-7.03% May 2010 Jun 2010 (2) Oct 2010 (6) 3.83
-6.60% Jun 2015 Sep 2015 (4) May 2016 (12) 3.45
-4.80% Apr 2012 May 2012 (2) Aug 2012 (5) 2.14
-4.59% May 2019 May 2019 (1) Jun 2019 (2) 2.65
-4.38% Feb 2018 Mar 2018 (2) Jul 2018 (6) 2.78
-4.25% Sep 2020 Oct 2020 (2) Nov 2020 (3) 2.52
-4.00% Feb 2018 Mar 2018 (2) Jul 2018 (6) 2.53
-3.72% Sep 2021 Sep 2021 (1) Oct 2021 (2) 2.15

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
+4.08%
0.00%
+4.47%
0.00%
2023
+20.55%
-6.70%
+20.89%
-8.11%
2022
-17.90%
-21.45%
-17.91%
-22.24%
2021
+15.60%
-3.35%
+18.79%
-3.72%
2020
+21.52%
-12.82%
+17.70%
-15.46%
2019
+23.43%
-1.79%
+25.21%
-4.59%
2018
-4.56%
-8.81%
-3.94%
-10.58%
2017
+39.33%
-0.27%
+16.80%
0.00%
2016
+11.03%
-3.13%
+10.25%
-3.99%
2015
+1.17%
-5.38%
+0.41%
-6.60%
2014
+8.50%
-1.81%
+10.86%
-1.99%
2013
+142.67%
-21.78%
+24.56%
-2.57%
2012
+14.56%
-3.39%
+13.13%
-4.80%
2011
+33.12%
-42.67%
+2.71%
-12.27%
2010
+19.66%
-7.03%
+14.62%
-9.46%
2009
+18.47%
-11.49%
+22.58%
-13.96%