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 Marc Faber Portfolio obtained a 7.48% compound annual return, with a 9.45% standard deviation, in the last 30 Years.
Summary
| Scott Burns Four Square Portfolio | Marc Faber Portfolio | ||
|---|---|---|---|
| Risk | Medium | High | |
| Asset Allocation | Stocks | 50% | 50% |
| Fixed Income | 50% | 25% | |
| Commodities | 0% | 25% | |
| 30 Years Stats | Return | +6.85% | +7.48% |
| Std Dev | 8.35% | 9.45% | |
| Max Drawdown | -29.95% | -28.82% | |
Last Update: 31 December 2022
Historical Returns as of Dec 31, 2022
Comparison period starts from January 1985
| 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 |
| Marc Faber Portfolio | -1.54 | -1.83 | -14.67 | +4.30 | +4.54 | +7.48 | +8.15 |
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).
Marc Faber Portfolio: an investment of 1000$, since January 1993, now would be worth 8704.95$, with a total return of 770.50% (7.48% 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).
Marc Faber Portfolio: an investment of 1000$, since January 1985, now would be worth 19631.55$, with a total return of 1863.16% (8.15% annualized).
Drawdowns
Drawdown comparison chart since December 1992.
Scott Burns Four Square Portfolio |
Marc Faber Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -29.95% | Nov 2007 | Feb 2009 | |||
| -28.82% | Jun 2008 | Feb 2009 | |||
| -19.93% | Jan 2022 | Sep 2022 | |||
| -19.67% | Jan 2022 | Sep 2022 | |||
| -11.74% | Sep 2000 | Sep 2002 | |||
| -11.30% | Feb 2020 | Mar 2020 | |||
| -10.98% | Feb 2020 | Mar 2020 | |||
| -10.47% | May 1998 | Aug 1998 | |||
| -8.76% | May 2011 | Sep 2011 | |||
| -7.96% | Sep 2011 | Sep 2011 | |||
| -7.74% | Feb 2015 | Sep 2015 | |||
| -7.73% | Aug 2016 | Nov 2016 | |||
| -7.35% | Apr 2004 | Apr 2004 | |||
| -7.32% | May 2013 | Jun 2013 | |||
| -6.80% | Jun 2002 | Oct 2002 | |||
| -6.76% | May 2015 | Jan 2016 | |||
| -6.72% | Feb 2018 | Dec 2018 | |||
| -6.72% | Jul 1998 | Aug 1998 | |||
| -6.45% | Feb 1994 | Nov 1994 | |||
| -5.70% | Feb 1994 | Jun 1994 | |||
Drawdown comparison chart since January 1985.
Scott Burns Four Square Portfolio |
Marc Faber Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -29.95% | Nov 2007 | Feb 2009 | |||
| -28.82% | Jun 2008 | Feb 2009 | |||
| -19.93% | Jan 2022 | Sep 2022 | |||
| -19.67% | Jan 2022 | Sep 2022 | |||
| -11.74% | Sep 2000 | Sep 2002 | |||
| -11.32% | Sep 1987 | Nov 1987 | |||
| -11.30% | Feb 2020 | Mar 2020 | |||
| -10.98% | Feb 2020 | Mar 2020 | |||
| -10.77% | Jan 1990 | Sep 1990 | |||
| -10.47% | May 1998 | Aug 1998 | |||
| -9.04% | Sep 1987 | Oct 1987 | |||
| -8.76% | May 2011 | Sep 2011 | |||
| -8.47% | Jan 1990 | Oct 1990 | |||
| -7.96% | Sep 2011 | Sep 2011 | |||
| -7.74% | Feb 2015 | Sep 2015 | |||
| -7.73% | Aug 2016 | Nov 2016 | |||
| -7.35% | Apr 2004 | Apr 2004 | |||
| -7.32% | May 2013 | Jun 2013 | |||
| -6.80% | Jun 2002 | Oct 2002 | |||
| -6.76% | May 2015 | Jan 2016 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
| Year | Scott Burns Four Square Portfolio | Marc Faber Portfolio |
|---|---|---|
| 2022 |
-15.24% | -14.67% |
| 2021 |
+9.33% | +12.98% |
| 2020 |
+11.91% | +11.15% |
| 2019 |
+17.18% | +20.49% |
| 2018 |
-4.50% | -4.39% |
| 2017 |
+13.48% | +11.79% |
| 2016 |
+6.76% | +6.97% |
| 2015 |
-1.25% | -2.47% |
| 2014 |
+5.08% | +9.60% |
| 2013 |
+9.58% | -1.18% |
| 2012 |
+12.82% | +11.20% |
| 2011 |
+2.20% | +4.97% |
| 2010 |
+10.97% | +19.36% |
| 2009 |
+22.68% | +22.95% |
| 2008 |
-20.68% | -16.28% |
| 2007 |
+9.45% | +8.25% |
| 2006 |
+11.39% | +20.89% |
| 2005 |
+7.34% | +11.20% |
| 2004 |
+12.00% | +13.91% |
| 2003 |
+20.76% | +23.98% |
| 2002 |
-2.42% | +4.97% |
| 2001 |
-3.17% | +1.95% |
| 2000 |
+0.17% | +4.65% |
| 1999 |
+12.39% | +7.25% |
| 1998 |
+16.31% | +2.17% |
| 1997 |
+9.52% | +5.23% |
| 1996 |
+7.91% | +12.19% |
| 1995 |
+21.01% | +13.03% |
| 1994 |
-0.99% | -3.18% |
| 1993 |
+18.18% | +19.45% |
| 1992 |
+3.74% | +3.34% |
| 1991 |
+20.47% | +19.75% |
| 1990 |
-3.87% | -4.94% |
| 1989 |
+16.96% | +13.95% |
| 1988 |
+14.57% | +7.03% |
| 1987 |
+9.08% | +6.79% |
| 1986 |
+28.18% | +21.19% |
| 1985 |
+33.22% | +21.48% |