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 Stocks/Bonds 40/60 Momentum Portfolio obtained a 8.00% compound annual return, with a 6.81% standard deviation, in the last 30 Years.

Summary

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Scott Burns Four Square Portfolio Stocks/Bonds 40/60 Momentum Portfolio
Risk Medium Medium
Asset Allocation Stocks 50% 40%
Fixed Income 50% 60%
Commodities 0% 0%
30 Years Stats Return +6.85% +8.00%
Std Dev 8.35% 6.81%
Max Drawdown -29.95% -21.11%

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
Stocks/Bonds 40/60 Momentum Portfolio -2.03 +1.06 -15.17 +3.52 +6.31 +8.00 +9.22
(*) 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).

Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1000$, since January 1993, now would be worth 10065.78$, with a total return of 906.58% (8.00% 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).

Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1000$, since January 1985, now would be worth 28563.77$, with a total return of 2756.38% (9.22% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Scott Burns Four Square Portfolio
Stocks/Bonds 40/60 Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-29.95% Nov 2007 Feb 2009
-21.11% Nov 2021 Sep 2022
-20.54% Nov 2007 Feb 2009
-19.67% Jan 2022 Sep 2022
-11.74% Sep 2000 Sep 2002
-10.98% Feb 2020 Mar 2020
-8.76% May 2011 Sep 2011
-8.48% Feb 2001 Sep 2002
-7.10% Feb 2020 Mar 2020
-6.76% May 2015 Jan 2016
-6.72% Feb 2018 Dec 2018
-6.72% Jul 1998 Aug 1998
-5.91% Feb 1994 Jun 1994
-5.89% Oct 2018 Dec 2018
-5.70% Feb 1994 Jun 1994
-4.32% May 2013 Jun 2013
-4.13% Apr 2000 May 2000
-4.13% Aug 1998 Aug 1998
-3.97% May 2012 May 2012
-3.77% Sep 2020 Oct 2020

Drawdown comparison chart since January 1985.

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Scott Burns Four Square Portfolio
Stocks/Bonds 40/60 Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-29.95% Nov 2007 Feb 2009
-21.11% Nov 2021 Sep 2022
-20.54% Nov 2007 Feb 2009
-19.67% Jan 2022 Sep 2022
-13.77% 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
-8.76% May 2011 Sep 2011
-8.48% Feb 2001 Sep 2002
-7.10% Feb 2020 Mar 2020
-6.76% May 2015 Jan 2016
-6.72% Feb 2018 Dec 2018
-6.72% Jul 1998 Aug 1998
-5.91% Feb 1994 Jun 1994
-5.89% Oct 2018 Dec 2018
-5.70% Feb 1994 Jun 1994
-5.29% Aug 1990 Sep 1990
-4.82% Jan 1992 Mar 1992

Yearly Returns

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

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Year Scott Burns Four Square Portfolio Stocks/Bonds 40/60 Momentum Portfolio
2022
-15.24% -15.17%
2021
+9.33% +4.23%
2020
+11.91% +16.57%
2019
+17.18% +16.20%
2018
-4.50% -0.73%
2017
+13.48% +17.14%
2016
+6.76% +3.51%
2015
-1.25% +3.91%
2014
+5.08% +9.34%
2013
+9.58% +12.57%
2012
+12.82% +7.87%
2011
+2.20% +7.13%
2010
+10.97% +10.93%
2009
+22.68% +9.16%
2008
-20.68% -12.27%
2007
+9.45% +11.21%
2006
+11.39% +6.78%
2005
+7.34% +9.09%
2004
+12.00% +9.22%
2003
+20.76% +12.78%
2002
-2.42% +0.04%
2001
-3.17% -1.88%
2000
+0.17% +2.99%
1999
+12.39% +15.71%
1998
+16.31% +24.65%
1997
+9.52% +20.41%
1996
+7.91% +14.08%
1995
+21.01% +27.84%
1994
-0.99% -2.03%
1993
+18.18% +11.10%
1992
+3.74% +6.01%
1991
+20.47% +23.91%
1990
-3.87% +5.79%
1989
+16.96% +25.29%
1988
+14.57% +7.24%
1987
+9.08% +1.86%
1986
+28.18% +18.14%
1985
+33.22% +26.30%
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