Last Update: 30 June 2024
The Value Stock Geek Weird Portfolio obtained a 8.38% compound annual return, with a 10.87% standard deviation, in the last 30 Years.
The Stocks/Bonds 60/40 Momentum Portfolio obtained a 10.09% compound annual return, with a 9.64% standard deviation, in the last 30 Years.
Summary
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| Value Stock Geek Weird Portfolio | Stocks/Bonds 60/40 Momentum Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | High | |
| Asset Allocation | Stocks | 60% | 60% |
| Fixed Income | 20% | 40% | |
| Commodities | 20% | 0% | |
| 30 Years Stats | Return | +8.38% | +10.09% |
| Std Dev | 10.87% | 9.64% | |
| Max Drawdown | -32.97% | -32.52% | |
| All time Stats (Since Jan 1982) |
Return | +9.77% | +11.24% |
| Std Dev | 10.54% | 9.91% | |
| Max Drawdown | -32.97% | -32.52% | |
| Last Update: 30 June 2024 | |||
Historical Returns as of Jun 30, 2024
Comparison period starts from January 1982
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Value Stock Geek Weird Portfolio | -0.51 | -0.04 | +5.78 | +4.35 | +4.92 | +8.38 | +9.77 |
| Stocks/Bonds 60/40 Momentum Portfolio | +3.24 | +14.43 | +22.25 | +7.09 | +8.63 | +10.09 | +11.24 |
| Return over 1 year are annualized. |
Capital Growth as of Jun 30, 2024
Value Stock Geek Weird Portfolio: an investment of 1$, since July 1994,
now would be worth 11.18$, with a total return of 1018.28%
(8.38% annualized).
Stocks/Bonds 60/40 Momentum Portfolio: an investment of 1$, since July 1994, now would be worth 17.90$, with a total return of 1689.92% (10.09% annualized).
Stocks/Bonds 60/40 Momentum Portfolio: an investment of 1$, since July 1994, now would be worth 17.90$, with a total return of 1689.92% (10.09% annualized).
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Value Stock Geek Weird Portfolio: an investment of 1$, since January 1982,
now would be worth 52.60$, with a total return of 5159.67%
(9.77% annualized).
Stocks/Bonds 60/40 Momentum Portfolio: an investment of 1$, since January 1982, now would be worth 92.46$, with a total return of 9146.38% (11.24% annualized).
Stocks/Bonds 60/40 Momentum Portfolio: an investment of 1$, since January 1982, now would be worth 92.46$, with a total return of 9146.38% (11.24% annualized).
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Drawdowns
Drawdown comparison chart since July 1994.
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|
Value Stock Geek Weird Portfolio
|
Stocks/Bonds 60/40 Momentum Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -32.97% | Nov 2007 | Feb 2009 (16) | Mar 2010 (29) | 15.03 | |||||
| -32.52% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 15.23 | |||||
| -24.21% | Nov 2021 | Sep 2022 (11) | Jun 2024 (32) | 15.55 | |||||
| -24.18% | Jan 2022 | Sep 2022 (9) | In progress (30) | 14.07 | |||||
| -21.14% | Sep 2000 | Sep 2002 (25) | Jan 2004 (41) | 12.11 | |||||
| -13.36% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.31 | |||||
| -13.23% | Apr 1998 | Aug 1998 (5) | Jun 2000 (27) | 6.30 | |||||
| -10.73% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 4.89 | |||||
| -9.29% | Oct 2018 | Dec 2018 (3) | Jun 2019 (9) | 4.52 | |||||
| -8.66% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.24 | |||||
| -8.65% | Jun 2002 | Oct 2002 (5) | May 2003 (12) | 5.09 | |||||
| -7.32% | Apr 2004 | Apr 2004 (1) | Sep 2004 (6) | 4.11 | |||||
| -7.20% | Feb 2015 | Sep 2015 (8) | Mar 2016 (14) | 4.13 | |||||
| -7.14% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 2.68 | |||||
| -6.89% | May 2013 | Jun 2013 (2) | Oct 2013 (6) | 3.77 | |||||
| -6.78% | Aug 1998 | Aug 1998 (1) | Oct 1998 (3) | 3.54 | |||||
| -6.58% | Aug 2016 | Nov 2016 (4) | Apr 2017 (9) | 3.39 | |||||
| -5.96% | May 2011 | Sep 2011 (5) | Oct 2011 (6) | 2.45 | |||||
| -5.20% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 2.87 | |||||
| -5.08% | Sep 2014 | Sep 2014 (1) | Dec 2014 (4) | 2.43 | |||||
Drawdown comparison chart since January 1982.
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|
Value Stock Geek Weird Portfolio
|
Stocks/Bonds 60/40 Momentum Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -32.97% | Nov 2007 | Feb 2009 (16) | Mar 2010 (29) | 15.03 | |||||
| -32.52% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 15.23 | |||||
| -24.21% | Nov 2021 | Sep 2022 (11) | Jun 2024 (32) | 15.55 | |||||
| -24.18% | Jan 2022 | Sep 2022 (9) | In progress (30) | 14.07 | |||||
| -21.14% | Sep 2000 | Sep 2002 (25) | Jan 2004 (41) | 12.11 | |||||
| -20.08% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 11.04 | |||||
| -16.24% | Dec 1989 | Oct 1990 (11) | May 1991 (18) | 7.74 | |||||
| -13.36% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.31 | |||||
| -13.23% | Apr 1998 | Aug 1998 (5) | Jun 2000 (27) | 6.30 | |||||
| -12.71% | Sep 1987 | Nov 1987 (3) | Oct 1988 (14) | 5.92 | |||||
| -10.73% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 4.89 | |||||
| -9.29% | Oct 2018 | Dec 2018 (3) | Jun 2019 (9) | 4.52 | |||||
| -8.66% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.24 | |||||
| -8.65% | Jun 2002 | Oct 2002 (5) | May 2003 (12) | 5.09 | |||||
| -8.30% | Jan 1982 | Jun 1982 (6) | Aug 1982 (8) | 5.14 | |||||
| -7.66% | Aug 1990 | Sep 1990 (2) | Jan 1991 (6) | 4.58 | |||||
| -7.57% | Feb 1994 | Nov 1994 (10) | May 1995 (16) | 4.53 | |||||
| -7.54% | Dec 1983 | May 1984 (6) | Aug 1984 (9) | 3.90 | |||||
| -7.32% | Apr 2004 | Apr 2004 (1) | Sep 2004 (6) | 4.11 | |||||
| -7.20% | Feb 2015 | Sep 2015 (8) | Mar 2016 (14) | 4.13 | |||||
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 |
-0.04%
|
-4.13% |
+14.43%
|
-4.38% |
| 2023 |
+10.94%
|
-12.66% |
+7.65%
|
-5.48% |
| 2022 |
-18.17%
|
-24.18% |
-16.20%
|
-21.97% |
| 2021 |
+14.49%
|
-3.51% |
+7.27%
|
-2.88% |
| 2020 |
+10.52%
|
-13.36% |
+20.99%
|
-10.73% |
| 2019 |
+21.93%
|
-1.68% |
+19.89%
|
-0.92% |
| 2018 |
-8.01%
|
-8.66% |
-1.04%
|
-9.29% |
| 2017 |
+14.20%
|
-0.31% |
+23.93%
|
0.00% |
| 2016 |
+10.34%
|
-6.58% |
+4.01%
|
-3.57% |
| 2015 |
-1.57%
|
-7.20% |
+5.58%
|
-4.61% |
| 2014 |
+11.39%
|
-5.08% |
+11.10%
|
-2.40% |
| 2013 |
+5.71%
|
-6.89% |
+19.91%
|
-2.13% |
| 2012 |
+13.28%
|
-4.45% |
+10.22%
|
-3.51% |
| 2011 |
+7.07%
|
-5.96% |
+6.73%
|
-7.14% |
| 2010 |
+22.57%
|
-4.90% |
+13.29%
|
-6.43% |
| 2009 |
+19.50%
|
-17.34% |
+11.92%
|
-12.79% |
| 2008 |
-15.22%
|
-24.57% |
-21.83%
|
-24.08% |
| 2007 |
+4.32%
|
-4.58% |
+13.35%
|
-1.41% |
| 2006 |
+21.26%
|
-3.05% |
+8.04%
|
-2.23% |
| 2005 |
+13.51%
|
-2.30% |
+12.44%
|
-0.99% |
| 2004 |
+20.31%
|
-7.32% |
+11.72%
|
-2.06% |
| 2003 |
+32.68%
|
-1.93% |
+17.18%
|
-1.95% |
| 2002 |
+7.55%
|
-8.65% |
-4.07%
|
-11.25% |
| 2001 |
+4.90%
|
-4.41% |
-7.04%
|
-13.57% |
| 2000 |
+11.88%
|
-2.51% |
-1.21%
|
-6.50% |
| 1999 |
+2.11%
|
-4.11% |
+23.95%
|
-1.65% |
| 1998 |
-0.30%
|
-13.23% |
+32.69%
|
-6.78% |
| 1997 |
+4.80%
|
-3.83% |
+25.89%
|
-3.48% |
| 1996 |
+10.07%
|
-2.17% |
+19.33%
|
-2.32% |
| 1995 |
+14.94%
|
-1.53% |
+32.67%
|
0.00% |
| 1994 |
-4.11%
|
-7.57% |
-1.72%
|
-6.35% |
| 1993 |
+21.05%
|
-2.35% |
+11.81%
|
-0.99% |
| 1992 |
+10.23%
|
-2.71% |
+5.45%
|
-2.52% |
| 1991 |
+18.76%
|
-2.61% |
+28.24%
|
-2.57% |
| 1990 |
-10.86%
|
-16.22% |
+4.36%
|
-7.66% |
| 1989 |
+13.23%
|
-1.43% |
+31.11%
|
-1.20% |
| 1988 |
+12.98%
|
-1.18% |
+7.18%
|
-3.36% |
| 1987 |
+8.44%
|
-12.71% |
+2.02%
|
-20.08% |
| 1986 |
+28.08%
|
-2.01% |
+19.66%
|
-5.55% |
| 1985 |
+30.14%
|
-1.95% |
+28.33%
|
-1.52% |
| 1984 |
+5.34%
|
-5.43% |
+5.51%
|
-7.11% |
| 1983 |
+16.56%
|
-1.96% |
+12.26%
|
-3.09% |
| 1982 |
+23.60%
|
-8.30% |
+30.72%
|
-2.23% |
