Stocks/Bonds 60/40 with Bitcoin vs Stocks/Bonds 60/40 2x Leveraged 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 Stocks/Bonds 60/40 2x Leveraged Portfolio obtained a 11.97% compound annual return, with a 18.26% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 60/40 with Bitcoin Portfolio Stocks/Bonds 60/40 2x Leveraged Portfolio
Risk High High
Asset Allocation Stocks 59% 60%
Fixed Income 39% 40%
Commodities 2% 0%
10 Years Stats Return +16.93% +11.97%
Std Dev 37.56% 18.26%
Max Drawdown -22.56% -39.53%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from March 2010

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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 +19.78
Stocks/Bonds 60/40 2x Leveraged Portfolio -1.04 +1.81 -6.49 +8.76 +11.97 +14.47
(*) 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).

Stocks/Bonds 60/40 2x Leveraged Portfolio: an investment of 1000$, since June 2013, now would be worth 3096.65$, with a total return of 209.67% (11.97% annualized).

Stocks/Bonds 60/40 with Bitcoin Portfolio: an investment of 1000$, since March 2010, now would be worth 10930.60$, with a total return of 993.06% (19.78% annualized).

Stocks/Bonds 60/40 2x Leveraged Portfolio: an investment of 1000$, since March 2010, now would be worth 5995.54$, with a total return of 499.55% (14.47% annualized).

Drawdowns

Drawdown comparison chart since May 2013.

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Stocks/Bonds 60/40 with Bitcoin Portfolio
Stocks/Bonds 60/40 2x Leveraged Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-39.53% Jan 2022 Sep 2022
-22.56% Dec 2013 Jan 2014
-21.45% Jan 2022 Sep 2022
-18.11% Feb 2020 Mar 2020
-15.62% Sep 2018 Dec 2018
-12.82% Feb 2020 Mar 2020
-9.46% Jun 2015 Sep 2015
-9.19% Feb 2018 Apr 2018
-8.81% Sep 2018 Dec 2018
-8.27% Sep 2020 Oct 2020
-7.42% Sep 2021 Sep 2021
-6.52% May 2019 May 2019
-5.13% Aug 2013 Aug 2013
-4.96% Jun 2013 Jun 2013
-4.20% Aug 2016 Oct 2016
-4.00% Feb 2018 Mar 2018
-3.81% Jun 2013 Jun 2013
-3.35% Sep 2021 Sep 2021
-2.88% Sep 2020 Oct 2020
-2.67% Sep 2014 Sep 2014

Drawdown comparison chart since March 2010.

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Stocks/Bonds 60/40 with Bitcoin Portfolio
Stocks/Bonds 60/40 2x Leveraged Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.67% Jul 2011 Nov 2011
-39.53% Jan 2022 Sep 2022
-22.56% Dec 2013 Jan 2014
-21.45% Jan 2022 Sep 2022
-18.11% Feb 2020 Mar 2020
-15.62% Sep 2018 Dec 2018
-12.82% Feb 2020 Mar 2020
-11.64% May 2010 Jun 2010
-11.21% Jun 2011 Sep 2011
-9.46% Jun 2015 Sep 2015
-9.19% Feb 2018 Apr 2018
-8.81% Sep 2018 Dec 2018
-8.27% Sep 2020 Oct 2020
-7.42% Sep 2021 Sep 2021
-7.09% May 2010 Jun 2010
-6.52% May 2019 May 2019
-5.28% May 2012 May 2012
-5.13% Aug 2013 Aug 2013
-4.20% Aug 2016 Oct 2016
-4.00% Feb 2018 Mar 2018

Yearly Returns

Yearly return comparison. Common historical serie start from March 2010.

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Year Stocks/Bonds 60/40 with Bitcoin Portfolio Stocks/Bonds 60/40 2x Leveraged Portfolio
2023
 +7.40% +11.10%
2022
 -17.90% -35.46%
2021
 +15.60% +33.12%
2020
 +21.52% +20.45%
2019
 +23.43% +43.41%
2018
 -4.56% -9.21%
2017
 +39.33% +27.89%
2016
 +11.03% +13.14%
2015
 +1.17% +0.05%
2014
 +8.50% +22.38%
2013
 +142.67% +37.26%
2012
 +14.56% +21.30%
2011
 +33.12% +10.55%