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 Technology Portfolio obtained a 14.83% compound annual return, with a 23.99% standard deviation, in the last 30 Years.
Summary
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| Value Stock Geek Weird Portfolio | Technology Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 60% | 100% |
| Fixed Income | 20% | 0% | |
| Commodities | 20% | 0% | |
| 30 Years Stats | Return | +8.38% | +14.83% |
| Std Dev | 10.87% | 23.99% | |
| Max Drawdown | -32.97% | -81.08% | |
| All time Stats (Since Jan 1975) |
Return | +10.99% | +14.90% |
| Std Dev | 10.87% | 22.59% | |
| Max Drawdown | -32.97% | -81.08% | |
| Last Update: 30 June 2024 | |||
Historical Returns as of Jun 30, 2024
Comparison period starts from January 1975
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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 | +10.99 |
| Technology Portfolio | +6.47 | +17.33 | +30.59 | +21.51 | +18.65 | +14.83 | +14.90 |
| 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).
Technology Portfolio: an investment of 1$, since July 1994, now would be worth 63.38$, with a total return of 6237.95% (14.83% annualized).
Technology Portfolio: an investment of 1$, since July 1994, now would be worth 63.38$, with a total return of 6237.95% (14.83% annualized).
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Value Stock Geek Weird Portfolio: an investment of 1$, since January 1975,
now would be worth 174.19$, with a total return of 17318.78%
(10.99% annualized).
Technology Portfolio: an investment of 1$, since January 1975, now would be worth 966.91$, with a total return of 96591.10% (14.90% annualized).
Technology Portfolio: an investment of 1$, since January 1975, now would be worth 966.91$, with a total return of 96591.10% (14.90% annualized).
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Drawdowns
Drawdown comparison chart since July 1994.
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|
Value Stock Geek Weird Portfolio
|
Technology Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -81.08% | Apr 2000 | Sep 2002 (30) | Oct 2014 (175) | 56.07 | |||||
| -32.97% | Nov 2007 | Feb 2009 (16) | Mar 2010 (29) | 15.03 | |||||
| -32.58% | Jan 2022 | Dec 2022 (12) | Dec 2023 (24) | 19.19 | |||||
| -24.18% | Jan 2022 | Sep 2022 (9) | In progress (30) | 14.07 | |||||
| -17.20% | Aug 1998 | Aug 1998 (1) | Oct 1998 (3) | 8.68 | |||||
| -16.96% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 8.13 | |||||
| -13.51% | Feb 1997 | Mar 1997 (2) | May 1997 (4) | 7.32 | |||||
| -13.36% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.31 | |||||
| -13.23% | Apr 1998 | Aug 1998 (5) | Jun 2000 (27) | 6.30 | |||||
| -12.90% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 7.13 | |||||
| -10.50% | Aug 1997 | Dec 1997 (5) | Feb 1998 (7) | 5.23 | |||||
| -9.82% | Dec 2015 | Feb 2016 (3) | Jul 2016 (8) | 5.36 | |||||
| -9.49% | Feb 1999 | Feb 1999 (1) | Apr 1999 (3) | 4.77 | |||||
| -8.88% | Aug 2015 | Sep 2015 (2) | Oct 2015 (3) | 5.60 | |||||
| -8.66% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.24 | |||||
| -8.65% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 5.20 | |||||
| -8.65% | Jun 2002 | Oct 2002 (5) | May 2003 (12) | 5.09 | |||||
| -8.23% | May 2019 | May 2019 (1) | Jul 2019 (3) | 4.16 | |||||
| -8.14% | Jun 1996 | Jul 1996 (2) | Sep 1996 (4) | 4.20 | |||||
| -7.32% | Apr 2004 | Apr 2004 (1) | Sep 2004 (6) | 4.11 | |||||
Drawdown comparison chart since January 1975.
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|
Value Stock Geek Weird Portfolio
|
Technology Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -81.08% | Apr 2000 | Sep 2002 (30) | Oct 2014 (175) | 56.07 | |||||
| -34.57% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 17.23 | |||||
| -32.97% | Nov 2007 | Feb 2009 (16) | Mar 2010 (29) | 15.03 | |||||
| -32.58% | Jan 2022 | Dec 2022 (12) | Dec 2023 (24) | 19.19 | |||||
| -27.93% | Jul 1983 | Jul 1984 (13) | Nov 1985 (29) | 16.11 | |||||
| -27.64% | Jul 1990 | Oct 1990 (4) | Feb 1991 (8) | 16.50 | |||||
| -25.11% | Jun 1981 | Jul 1982 (14) | Nov 1982 (18) | 15.65 | |||||
| -24.18% | Jan 2022 | Sep 2022 (9) | In progress (30) | 14.07 | |||||
| -19.01% | Feb 1980 | Mar 1980 (2) | Jul 1980 (6) | 9.28 | |||||
| -17.69% | Sep 1978 | Oct 1978 (2) | Jun 1979 (10) | 8.77 | |||||
| -17.20% | Aug 1998 | Aug 1998 (1) | Oct 1998 (3) | 8.68 | |||||
| -16.96% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 8.13 | |||||
| -16.24% | Dec 1989 | Oct 1990 (11) | May 1991 (18) | 7.74 | |||||
| -15.73% | Jun 1986 | Sep 1986 (4) | Jan 1987 (8) | 9.55 | |||||
| -15.06% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 7.84 | |||||
| -14.58% | Jul 1975 | Sep 1975 (3) | Jan 1976 (7) | 9.05 | |||||
| -13.51% | Feb 1997 | Mar 1997 (2) | May 1997 (4) | 7.32 | |||||
| -13.48% | Mar 1992 | Aug 1992 (6) | Nov 1992 (9) | 8.98 | |||||
| -13.36% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.31 | |||||
| -13.23% | Apr 1998 | Aug 1998 (5) | Jun 2000 (27) | 6.30 | |||||
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% |
+17.33%
|
-4.37% |
| 2023 |
+10.94%
|
-12.66% |
+54.86%
|
-8.42% |
| 2022 |
-18.17%
|
-24.18% |
-32.58%
|
-32.58% |
| 2021 |
+14.49%
|
-3.51% |
+27.42%
|
-5.68% |
| 2020 |
+10.52%
|
-13.36% |
+48.40%
|
-12.90% |
| 2019 |
+21.93%
|
-1.68% |
+38.96%
|
-8.23% |
| 2018 |
-8.01%
|
-8.66% |
-0.12%
|
-16.96% |
| 2017 |
+14.20%
|
-0.31% |
+32.66%
|
-2.32% |
| 2016 |
+10.34%
|
-6.58% |
+7.10%
|
-8.37% |
| 2015 |
-1.57%
|
-7.20% |
+9.45%
|
-8.88% |
| 2014 |
+11.39%
|
-5.08% |
+19.18%
|
-3.04% |
| 2013 |
+5.71%
|
-6.89% |
+36.63%
|
-2.39% |
| 2012 |
+13.28%
|
-4.45% |
+18.12%
|
-8.13% |
| 2011 |
+7.07%
|
-5.96% |
+3.47%
|
-10.79% |
| 2010 |
+22.57%
|
-4.90% |
+20.14%
|
-12.93% |
| 2009 |
+19.50%
|
-17.34% |
+54.68%
|
-7.43% |
| 2008 |
-15.22%
|
-24.57% |
-41.73%
|
-43.03% |
| 2007 |
+4.32%
|
-4.58% |
+19.02%
|
-6.83% |
| 2006 |
+21.26%
|
-3.05% |
+7.14%
|
-11.54% |
| 2005 |
+13.51%
|
-2.30% |
+1.57%
|
-12.37% |
| 2004 |
+20.31%
|
-7.32% |
+10.54%
|
-9.86% |
| 2003 |
+32.68%
|
-1.93% |
+49.67%
|
-2.90% |
| 2002 |
+7.55%
|
-8.65% |
-37.37%
|
-46.75% |
| 2001 |
+4.90%
|
-4.41% |
-33.34%
|
-54.93% |
| 2000 |
+11.88%
|
-2.51% |
-36.11%
|
-46.69% |
| 1999 |
+2.11%
|
-4.11% |
+101.95%
|
-9.49% |
| 1998 |
-0.30%
|
-13.23% |
+85.30%
|
-17.20% |
| 1997 |
+4.80%
|
-3.83% |
+20.63%
|
-13.51% |
| 1996 |
+10.07%
|
-2.17% |
+42.54%
|
-8.14% |
| 1995 |
+14.94%
|
-1.53% |
+42.54%
|
-3.77% |
| 1994 |
-4.11%
|
-7.57% |
+1.50%
|
-12.97% |
| 1993 |
+21.05%
|
-2.35% |
+10.58%
|
-8.26% |
| 1992 |
+10.23%
|
-2.71% |
+8.86%
|
-13.48% |
| 1991 |
+18.76%
|
-2.61% |
+64.99%
|
-8.89% |
| 1990 |
-10.86%
|
-16.22% |
-10.41%
|
-27.64% |
| 1989 |
+13.23%
|
-1.43% |
+26.17%
|
-4.64% |
| 1988 |
+12.98%
|
-1.18% |
+13.54%
|
-10.50% |
| 1987 |
+8.44%
|
-12.71% |
+10.50%
|
-34.57% |
| 1986 |
+28.08%
|
-2.01% |
+6.89%
|
-15.73% |
| 1985 |
+30.14%
|
-1.95% |
+35.61%
|
-6.97% |
| 1984 |
+5.34%
|
-5.43% |
-11.31%
|
-17.55% |
| 1983 |
+16.56%
|
-1.96% |
+19.87%
|
-13.85% |
| 1982 |
+23.60%
|
-8.30% |
+18.67%
|
-14.55% |
| 1981 |
-2.54%
|
-10.01% |
-3.21%
|
-19.44% |
| 1980 |
+16.86%
|
-15.06% |
+33.88%
|
-19.01% |
| 1979 |
+40.61%
|
-8.18% |
+28.11%
|
-9.91% |
| 1978 |
+20.11%
|
-6.79% |
+12.31%
|
-17.69% |
| 1977 |
+16.95%
|
-0.10% |
+7.33%
|
-3.83% |
| 1976 |
+23.87%
|
-2.72% |
+26.10%
|
-2.85% |
| 1975 |
+18.84%
|
-10.11% |
+29.76%
|
-14.58% |
