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 Scott Burns Couch Potato Portfolio obtained a 7.89% compound annual return, with a 8.62% standard deviation, in the last 30 Years.

Summary

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Scott Burns Four Square Portfolio Scott Burns Couch Potato Portfolio
Risk Medium Medium
Asset Allocation Stocks 50% 50%
Fixed Income 50% 50%
Commodities 0% 0%
30 Years Stats Return +6.85% +7.89%
Std Dev 8.35% 8.62%
Max Drawdown -29.95% -27.04%

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
Scott Burns Couch Potato Portfolio -3.55 -1.33 -16.31 +5.34 +6.67 +7.89 +9.15
(*) 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).

Scott Burns Couch Potato Portfolio: an investment of 1000$, since January 1993, now would be worth 9747.98$, with a total return of 874.80% (7.89% 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).

Scott Burns Couch Potato Portfolio: an investment of 1000$, since January 1985, now would be worth 27868.10$, with a total return of 2686.81% (9.15% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Scott Burns Four Square Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-29.95% Nov 2007 Feb 2009
-27.04% Nov 2007 Feb 2009
-19.77% Jan 2022 Sep 2022
-19.67% Jan 2022 Sep 2022
-11.74% Sep 2000 Sep 2002
-10.98% Feb 2020 Mar 2020
-10.72% Feb 2020 Mar 2020
-10.30% Sep 2000 Sep 2002
-8.78% Feb 1994 Jun 1994
-8.76% May 2011 Sep 2011
-8.06% Sep 2018 Dec 2018
-8.06% Jul 1998 Aug 1998
-6.76% May 2015 Jan 2016
-6.72% Feb 2018 Dec 2018
-6.72% Jul 1998 Aug 1998
-6.25% May 2011 Sep 2011
-6.09% May 2010 Jun 2010
-5.70% Feb 1994 Jun 1994
-5.47% Mar 2015 Sep 2015
-4.60% Apr 2000 May 2000

Drawdown comparison chart since January 1985.

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Scott Burns Four Square Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-29.95% Nov 2007 Feb 2009
-27.04% Nov 2007 Feb 2009
-19.77% Jan 2022 Sep 2022
-19.67% Jan 2022 Sep 2022
-16.03% Sep 1987 Nov 1987
-11.74% Sep 2000 Sep 2002
-11.32% Sep 1987 Nov 1987
-10.98% Feb 2020 Mar 2020
-10.77% Jan 1990 Sep 1990
-10.72% Feb 2020 Mar 2020
-10.30% Sep 2000 Sep 2002
-8.78% Feb 1994 Jun 1994
-8.76% May 2011 Sep 2011
-8.06% Sep 2018 Dec 2018
-8.06% Jul 1998 Aug 1998
-7.58% Aug 1990 Sep 1990
-6.76% May 2015 Jan 2016
-6.72% Feb 2018 Dec 2018
-6.72% Jul 1998 Aug 1998
-6.25% May 2011 Sep 2011

Yearly Returns

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

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Year Scott Burns Four Square Portfolio Scott Burns Couch Potato Portfolio
2022
-15.24% -16.31%
2021
+9.33% +15.67%
2020
+11.91% +15.93%
2019
+17.18% +19.51%
2018
-4.50% -3.32%
2017
+13.48% +12.07%
2016
+6.76% +8.75%
2015
-1.25% -0.70%
2014
+5.08% +8.07%
2013
+9.58% +12.48%
2012
+12.82% +11.42%
2011
+2.20% +7.12%
2010
+10.97% +11.78%
2009
+22.68% +18.92%
2008
-20.68% -18.47%
2007
+9.45% +8.64%
2006
+11.39% +7.99%
2005
+7.34% +4.40%
2004
+12.00% +10.53%
2003
+20.76% +19.38%
2002
-2.42% -1.93%
2001
-3.17% -1.68%
2000
+0.17% +3.54%
1999
+12.39% +9.67%
1998
+16.31% +16.26%
1997
+9.52% +21.85%
1996
+7.91% +11.14%
1995
+21.01% +29.40%
1994
-0.99% -3.21%
1993
+18.18% +13.19%
1992
+3.74% +8.92%
1991
+20.47% +25.50%
1990
-3.87% +1.06%
1989
+16.96% +21.95%
1988
+14.57% +11.91%
1987
+9.08% +1.19%
1986
+28.18% +16.48%
1985
+33.22% +28.66%
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