Stocks/Bonds 60/40 with Bitcoin vs JL Collins Simple Path to Wealth 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 JL Collins Simple Path to Wealth Portfolio obtained a 9.02% compound annual return, with a 11.75% 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
Risk High High
Asset Allocation Stocks 59% 75%
Fixed Income 39% 25%
Commodities 2% 0%
10 Years Stats Return +16.93% +9.02%
Std Dev 37.56% 11.75%
Max Drawdown -22.56% -22.24%

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
JL Collins Simple Path to Wealth Portfolio +0.04 +2.31 +1.04 +7.85 +9.02 +10.67
(*) 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).

JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since June 2013, now would be worth 2372.24$, with a total return of 137.22% (9.02% 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).

JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since January 2009, now would be worth 4313.42$, with a total return of 331.34% (10.67% annualized).

Drawdowns

Drawdown comparison chart since May 2013.

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Stocks/Bonds 60/40 with Bitcoin Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-22.56% Dec 2013 Jan 2014
-22.24% Jan 2022 Sep 2022
-21.45% Jan 2022 Sep 2022
-15.46% Feb 2020 Mar 2020
-12.82% Feb 2020 Mar 2020
-10.58% Oct 2018 Dec 2018
-8.81% Sep 2018 Dec 2018
-6.60% Jun 2015 Sep 2015
-4.96% Jun 2013 Jun 2013
-4.59% May 2019 May 2019
-4.38% Feb 2018 Mar 2018
-4.25% Sep 2020 Oct 2020
-4.00% Feb 2018 Mar 2018
-3.72% Sep 2021 Sep 2021
-3.35% Sep 2021 Sep 2021
-2.88% Sep 2020 Oct 2020
-2.57% Aug 2013 Aug 2013
-1.99% Jan 2014 Jan 2014
-1.88% Oct 2016 Oct 2016
-1.79% May 2019 May 2019

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 Drawdown Start Bottom
-42.67% Jul 2011 Nov 2011
-22.56% Dec 2013 Jan 2014
-22.24% Jan 2022 Sep 2022
-21.45% Jan 2022 Sep 2022
-15.46% Feb 2020 Mar 2020
-13.96% Jan 2009 Feb 2009
-12.82% Feb 2020 Mar 2020
-12.27% May 2011 Sep 2011
-11.49% Jan 2009 Feb 2009
-10.58% Oct 2018 Dec 2018
-9.46% May 2010 Jun 2010
-8.81% Sep 2018 Dec 2018
-7.03% May 2010 Jun 2010
-6.60% Jun 2015 Sep 2015
-4.80% Apr 2012 May 2012
-4.59% May 2019 May 2019
-4.38% Feb 2018 Mar 2018
-4.25% Sep 2020 Oct 2020
-4.00% Feb 2018 Mar 2018
-3.72% Sep 2021 Sep 2021

Yearly Returns

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

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Year Stocks/Bonds 60/40 with Bitcoin Portfolio JL Collins Simple Path to Wealth Portfolio
2023
 +7.40% +7.20%
2022
 -17.90% -17.91%
2021
 +15.60% +18.79%
2020
 +21.52% +17.70%
2019
 +23.43% +25.21%
2018
 -4.56% -3.94%
2017
 +39.33% +16.80%
2016
 +11.03% +10.25%
2015
 +1.17% +0.41%
2014
 +8.50% +10.86%
2013
 +142.67% +24.56%
2012
 +14.56% +13.13%
2011
 +33.12% +2.71%
2010
 +19.66% +14.62%
2009
 +18.47% +22.58%