Portfolio performance

50 years of markets. Only a few strategies endure.

Most portfolios are not designed. They are stress-tested by history.
Compare CAGR, drawdowns and compounding across historical and modern portfolios.

Historical portfolios are shown as modern proxy portfolios, not literal historical returns. Country sets local proxies and CPI; currency changes the reporting lens.

Window

1970-2024

Annual series

Scenario

USD

Nominal

Portfolios

116

96 modern - 20 proxies

Investor base

United States

Scenario and chart controls

Switch investor base, reporting currency, inflation treatment and chart scale from one compact control bar.

Investor country

Display currency

Return mode

Chart scale

Stress periods

Window

Growth of $1

Compounding path, 1970-2024

Use logarithmic scale to compare long-term compounding across very different outcomes.

1973-1974 - Oil shock

Inflation + bear market

1980-1982 - Volcker shock

Rates squeeze

2000-2002 - Dot-com crash

Equity collapse

2007-2009 - GFC

Credit crisis

2021-2022 - Inflation shock

Stocks + bonds hit

Portfolio selector

Select portfolios across the Atlas.

Choose portfolios by decade, historical era or build your own mix. Selected systems appear in the chart above.

3 selected

1950s

1/3 selected

1960s

0/1 selected

1970s

0/3 selected

1980s

0/4 selected

1990s

0/16 selected

2000s

0/10 selected

2010s

1/2 selected

2020s

0/12 selected

Editorial note

The main story is not only return. It is survival through regimes.

Historical portfolios are translated into modern asset-class proxies. The coverage percentage shows how much of the original allocation could be mapped to available return series.

Selected comparison

What compounded, what held up, what broke.

The table below only shows the portfolios currently selected in the chart.

3 selected

Toni’s Global Engine Portfolio

Modern portfolio - 1970-2024

CAGR

9.5%

Max DD

-27.6%

Volatility

13.0%

Growth

144.4x

Asset proxies used

-MSCI World to worldStocks (45%)

-Emerging Markets to emStocks (10%)

-Tech Stocks to nasdaqComposite (15%)

-Long Bonds to usBonds10y (15%)

-Short Bonds to usBonds10y (15%)

100% mapped

60/40 Portfolio

Modern portfolio - 1970-2024

CAGR

8.9%

Max DD

-20.1%

Volatility

10.9%

Growth

108.0x

Asset proxies used

-Stocks to worldStocks (60%)

-Bonds to usBonds10y (40%)

100% mapped

Talmud Portfolio

Historical proxy - 1970-2024

CAGR

5.9%

Max DD

-16.0%

Volatility

7.2%

Growth

23.7x

Asset proxies used

-Stocks to worldStocks (33.3%)

-REITs to globalRealEstate (33.3%)

-Cash to usCash (33.4%)

100% mapped

Sleeve comparison

High-level asset mix.

Compare only the major building blocks: stocks, bonds, gold, crypto, real estate, commodities and a residual other bucket.

Toni’s Global Engine Portfolio

Stocks

70%

Bonds

30%

100% mapped

60/40 Portfolio

Stocks

60%

Bonds

40%

100% mapped

Talmud Portfolio

Stocks

33.3%

Cash

33.4%

Real estate

33.3%

100% mapped

PortfolioBehaviourCAGRMax DDWorst yearGrowthCoverage

Toni’s Global Engine PortfolioModern portfolio - 1970-2024Growth engine9.5%-27.6%2008 - -23.5%144.4x100%60/40 PortfolioModern portfolio - 1970-2024Growth engine8.9%-20.1%2022 - -17.8%108.0x100%Talmud PortfolioHistorical proxy - 1970-2024Low-volatility compounder5.9%-16.0%2008 - -16.0%23.7x100%

Technical appendix: data coverage, series resolution and CPI layers

50 years of markets. Only a few strategies endure.

Most portfolios are not designed. They are stress-tested by history.
Compare CAGR, drawdowns and compounding across historical and modern portfolios.

Historical portfolios are shown as modern proxy portfolios, not literal historical returns. Country sets local proxies and CPI; currency changes the reporting lens.