Last Update: 31 December 2022

The Scott Burns Four Square Portfolio obtained a 6.85% compound annual return, with a 8.35% standard deviation, in the last 30 Years.

The Golden Butterfly Portfolio obtained a 7.65% compound annual return, with a 7.41% standard deviation, in the last 30 Years.

Summary

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Scott Burns Four Square Portfolio Golden Butterfly Portfolio
Risk Medium High
Asset Allocation Stocks 50% 40%
Fixed Income 50% 40%
Commodities 0% 20%
30 Years Stats Return +6.85% +7.65%
Std Dev 8.35% 7.41%
Max Drawdown -29.95% -17.79%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Scott Burns Four Square Portfolio -3.01 -0.99 -15.24 +3.02 +4.80 +6.85 +8.46
Golden Butterfly Portfolio -2.27 -1.09 -13.35 +4.11 +5.32 +7.65 +8.53
(*) Returns over 1 year are annualized

Capital Growth as of Dec 31, 2022

Scott Burns Four Square Portfolio: an investment of 1000$, since January 1993, now would be worth 7294.44$, with a total return of 629.44% (6.85% annualized).

Golden Butterfly Portfolio: an investment of 1000$, since January 1993, now would be worth 9127.75$, with a total return of 812.77% (7.65% annualized).

Scott Burns Four Square Portfolio: an investment of 1000$, since January 1985, now would be worth 21875.16$, with a total return of 2087.52% (8.46% annualized).

Golden Butterfly Portfolio: an investment of 1000$, since January 1985, now would be worth 22449.53$, with a total return of 2144.95% (8.53% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Scott Burns Four Square Portfolio
Golden Butterfly Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-29.95% Nov 2007 Feb 2009
-19.67% Jan 2022 Sep 2022
-17.79% Jan 2022 Sep 2022
-14.81% Mar 2008 Feb 2009
-11.74% Sep 2000 Sep 2002
-10.98% Feb 2020 Mar 2020
-9.44% May 1998 Aug 1998
-8.76% May 2011 Sep 2011
-7.16% Feb 2020 Mar 2020
-6.86% Jun 2002 Jul 2002
-6.76% May 2015 Jan 2016
-6.72% Feb 2018 Dec 2018
-6.72% Jul 1998 Aug 1998
-6.37% Sep 2018 Dec 2018
-6.25% Feb 2015 Sep 2015
-5.70% Feb 1994 Jun 1994
-4.99% Feb 2001 Mar 2001
-4.64% Feb 1994 Jun 1994
-4.36% Apr 2004 Apr 2004
-4.32% May 2013 Jun 2013

Drawdown comparison chart since January 1985.

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Scott Burns Four Square Portfolio
Golden Butterfly Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-29.95% Nov 2007 Feb 2009
-19.67% Jan 2022 Sep 2022
-17.79% Jan 2022 Sep 2022
-14.81% Mar 2008 Feb 2009
-11.74% Sep 2000 Sep 2002
-11.32% Sep 1987 Nov 1987
-10.98% Feb 2020 Mar 2020
-10.93% Sep 1987 Nov 1987
-10.77% Jan 1990 Sep 1990
-9.44% May 1998 Aug 1998
-8.76% May 2011 Sep 2011
-7.94% Jan 1990 Oct 1990
-7.16% Feb 2020 Mar 2020
-6.86% Jun 2002 Jul 2002
-6.76% May 2015 Jan 2016
-6.72% Feb 2018 Dec 2018
-6.72% Jul 1998 Aug 1998
-6.37% Sep 2018 Dec 2018
-6.25% Feb 2015 Sep 2015
-5.70% Feb 1994 Jun 1994

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Scott Burns Four Square Portfolio Golden Butterfly Portfolio
2022
-15.24% -13.35%
2021
+9.33% +9.35%
2020
+11.91% +13.93%
2019
+17.18% +18.03%
2018
-4.50% -4.03%
2017
+13.48% +10.96%
2016
+6.76% +10.82%
2015
-1.25% -3.71%
2014
+5.08% +9.13%
2013
+9.58% +6.26%
2012
+12.82% +8.84%
2011
+2.20% +8.86%
2010
+10.97% +16.54%
2009
+22.68% +10.77%
2008
-20.68% -4.18%
2007
+9.45% +9.58%
2006
+11.39% +12.44%
2005
+7.34% +8.04%
2004
+12.00% +9.88%
2003
+20.76% +18.85%
2002
-2.42% +3.15%
2001
-3.17% +2.71%
2000
+0.17% +6.88%
1999
+12.39% +4.24%
1998
+16.31% +8.03%
1997
+9.52% +13.09%
1996
+7.91% +8.18%
1995
+21.01% +21.86%
1994
-0.99% -1.98%
1993
+18.18% +14.50%
1992
+3.74% +9.15%
1991
+20.47% +19.14%
1990
-3.87% -2.51%
1989
+16.96% +14.78%
1988
+14.57% +9.18%
1987
+9.08% +5.10%
1986
+28.18% +17.75%
1985
+33.22% +25.09%
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