Developed World ex-US 40/60 Momentum vs Gyroscopic Investing Desert with Bitcoin Portfolio Comparison

Last Update: 31 March 2024

The Developed World ex-US 40/60 Momentum Portfolio obtained a 3.79% compound annual return, with a 6.84% standard deviation, in the last 10 Years.

The Gyroscopic Investing Desert with Bitcoin Portfolio obtained a 8.43% compound annual return, with a 7.22% standard deviation, in the last 10 Years.

Summary

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Developed World ex-US 40/60 Momentum Portfolio Gyroscopic Investing Desert with Bitcoin Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 40% 30%
Fixed Income 60% 60%
Commodities 0% 10%
10 Years Stats Return +3.79% +8.43%
Std Dev 6.84% 7.22%
Max Drawdown -19.40% -15.73%
All time Stats
(Since Aug 2009)
Return +5.25% +16.82%
Std Dev 6.97% 35.05%
Max Drawdown -19.40% -40.72%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from August 2009

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1M 6M 1Y 5Y 10Y MAX
Developed World ex-US 40/60 Momentum Portfolio +2.89 +14.22 +12.73 +4.08 +3.79 +5.25
Gyroscopic Investing Desert with Bitcoin Portfolio +2.24 +13.87 +12.91 +7.71 +8.43 +16.82
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Developed World ex-US 40/60 Momentum Portfolio: an investment of 1$, since April 2014, now would be worth 1.45$, with a total return of 45.07% (3.79% annualized).

Gyroscopic Investing Desert with Bitcoin Portfolio: an investment of 1$, since April 2014, now would be worth 2.25$, with a total return of 124.66% (8.43% annualized).

Developed World ex-US 40/60 Momentum Portfolio: an investment of 1$, since August 2009, now would be worth 2.12$, with a total return of 111.67% (5.25% annualized).

Gyroscopic Investing Desert with Bitcoin Portfolio: an investment of 1$, since August 2009, now would be worth 9.78$, with a total return of 878.32% (16.82% annualized).

Drawdowns

Drawdown comparison chart since April 2014.

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Developed World ex-US 40/60 Momentum Portfolio
Gyroscopic Investing Desert with Bitcoin Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-19.40% Sep 2021 Sep 2022 (13) In progress (31) 10.23
-15.73% Nov 2021 Sep 2022 (11) Jan 2024 (27) 8.32
-7.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.78
-6.00% Feb 2018 Dec 2018 (11) Mar 2019 (14) 2.72
-5.38% May 2015 Sep 2015 (5) Jun 2016 (14) 2.83
-4.33% Feb 2020 Mar 2020 (2) Apr 2020 (3) 2.29
-4.27% Aug 2016 Nov 2016 (4) Mar 2017 (8) 2.09
-3.42% Sep 2018 Dec 2018 (4) Feb 2019 (6) 1.83
-2.42% Jun 2015 Sep 2015 (4) Oct 2015 (5) 1.37
-2.41% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.39
-2.25% Feb 2018 Apr 2018 (3) Aug 2018 (7) 1.46
-1.89% Aug 2016 Nov 2016 (4) Jan 2017 (6) 0.98
-1.80% Sep 2014 Sep 2014 (1) Nov 2014 (3) 0.97
-1.70% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.18
-1.62% Jan 2021 Feb 2021 (2) May 2021 (5) 0.94
-1.52% Sep 2014 Dec 2014 (4) Feb 2015 (6) 1.05
-1.33% Oct 2020 Oct 2020 (1) Nov 2020 (2) 0.77
-1.29% Jul 2014 Jul 2014 (1) Aug 2014 (2) 0.74
-1.02% Nov 2015 Jan 2016 (3) Feb 2016 (4) 0.60
-0.85% Sep 2017 Sep 2017 (1) Oct 2017 (2) 0.49

Drawdown comparison chart since August 2009.

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Developed World ex-US 40/60 Momentum Portfolio
Gyroscopic Investing Desert with Bitcoin Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-40.72% Jul 2011 Nov 2011 (5) Nov 2013 (29) 26.58
-23.13% Dec 2013 Dec 2013 (1) Oct 2017 (47) 16.76
-19.40% Sep 2021 Sep 2022 (13) In progress (31) 10.23
-15.73% Nov 2021 Sep 2022 (11) Jan 2024 (27) 8.32
-8.94% May 2011 Sep 2011 (5) Jul 2012 (15) 3.88
-7.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.78
-6.00% Feb 2018 Dec 2018 (11) Mar 2019 (14) 2.72
-5.38% May 2015 Sep 2015 (5) Jun 2016 (14) 2.83
-5.17% May 2013 Jun 2013 (2) Oct 2013 (6) 3.27
-4.33% Feb 2020 Mar 2020 (2) Apr 2020 (3) 2.29
-4.27% Aug 2016 Nov 2016 (4) Mar 2017 (8) 2.09
-4.04% May 2010 May 2010 (1) Jul 2010 (3) 2.68
-3.42% Sep 2018 Dec 2018 (4) Feb 2019 (6) 1.83
-2.41% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.39
-2.25% Feb 2018 Apr 2018 (3) Aug 2018 (7) 1.46
-2.00% Nov 2010 Nov 2010 (1) Dec 2010 (2) 1.16
-1.70% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.18
-1.67% May 2010 Jun 2010 (2) Jul 2010 (3) 1.06
-1.66% Jan 2010 Jan 2010 (1) Mar 2010 (3) 0.99
-1.62% Jan 2021 Feb 2021 (2) May 2021 (5) 0.94

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
+5.75%
0.00%
+4.37%
0.00%
2023
+10.84%
-4.47%
+14.45%
-3.66%
2022
-14.37%
-19.07%
-12.90%
-15.68%
2021
+1.27%
-2.17%
+7.03%
-2.41%
2020
+11.65%
-7.72%
+18.57%
-4.33%
2019
+14.52%
-0.27%
+15.94%
-0.71%
2018
-4.03%
-6.00%
-2.34%
-3.42%
2017
+11.62%
-0.20%
+33.55%
-0.85%
2016
+2.96%
-4.27%
+7.71%
-1.89%
2015
+0.07%
-5.38%
+0.98%
-2.42%
2014
+1.57%
-1.52%
+4.32%
-1.80%
2013
+8.39%
-5.17%
+130.41%
-23.13%
2012
+12.90%
-3.09%
+10.19%
-1.94%
2011
-0.59%
-8.94%
+35.50%
-40.72%
2010
+10.77%
-4.04%
+18.32%
-1.67%