Last Update: 31 March 2024
The Simplified Permanent 2x Leveraged Portfolio obtained a 6.75% compound annual return, with a 14.27% standard deviation, in the last 10 Years.
The Scott Burns Six Ways from Sunday Portfolio obtained a 6.25% compound annual return, with a 11.56% standard deviation, in the last 10 Years.
Summary
Swipe left to see all data
| Simplified Permanent 2x Leveraged Portfolio | Scott Burns Six Ways from Sunday Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | High | |
| Asset Allocation | Stocks | 25% | 66.68% |
| Fixed Income | 50% | 33.32% | |
| Commodities | 25% | 0% | |
| 10 Years Stats | Return | +6.75% | +6.25% |
| Std Dev | 14.27% | 11.56% | |
| Max Drawdown | -31.96% | -19.67% | |
| All time Stats (Since Mar 2010) |
Return | +9.11% | +7.69% |
| Std Dev | 13.82% | 11.33% | |
| Max Drawdown | -31.96% | -19.67% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from March 2010
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | MAX | |
|---|---|---|---|---|---|---|
| Simplified Permanent 2x Leveraged Portfolio | +6.65 | +24.07 | +11.80 | +7.63 | +6.75 | +9.11 |
| Scott Burns Six Ways from Sunday Portfolio | +3.31 | +12.00 | +12.17 | +8.04 | +6.25 | +7.69 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Simplified Permanent 2x Leveraged Portfolio: an investment of 1$, since April 2014,
now would be worth 1.92$, with a total return of 92.19%
(6.75% annualized).
Scott Burns Six Ways from Sunday Portfolio: an investment of 1$, since April 2014, now would be worth 1.83$, with a total return of 83.40% (6.25% annualized).
Scott Burns Six Ways from Sunday Portfolio: an investment of 1$, since April 2014, now would be worth 1.83$, with a total return of 83.40% (6.25% annualized).
Simplified Permanent 2x Leveraged Portfolio: an investment of 1$, since March 2010,
now would be worth 3.41$, with a total return of 241.41%
(9.11% annualized).
Scott Burns Six Ways from Sunday Portfolio: an investment of 1$, since March 2010, now would be worth 2.84$, with a total return of 183.89% (7.69% annualized).
Scott Burns Six Ways from Sunday Portfolio: an investment of 1$, since March 2010, now would be worth 2.84$, with a total return of 183.89% (7.69% annualized).
Drawdowns
Drawdown comparison chart since April 2014.
Swipe left to see all data
|
Simplified Permanent 2x Leveraged Portfolio
|
Scott Burns Six Ways from Sunday Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -31.96% | Jan 2022 | Sep 2022 (9) | In progress (27) | 20.21 | |||||
| -19.67% | Jan 2020 | Mar 2020 (3) | Dec 2020 (12) | 8.82 | |||||
| -14.34% | Apr 2022 | Sep 2022 (6) | Jul 2023 (16) | 5.59 | |||||
| -13.44% | Aug 2016 | Dec 2016 (5) | Aug 2017 (13) | 7.00 | |||||
| -11.33% | Feb 2015 | Dec 2015 (11) | Mar 2016 (14) | 7.02 | |||||
| -9.99% | Feb 2018 | Oct 2018 (9) | Mar 2019 (14) | 5.75 | |||||
| -9.70% | May 2015 | Feb 2016 (10) | Jun 2016 (14) | 5.58 | |||||
| -9.43% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 4.32 | |||||
| -8.58% | Sep 2020 | Mar 2021 (7) | May 2021 (9) | 5.14 | |||||
| -6.89% | Aug 2023 | Oct 2023 (3) | Dec 2023 (5) | 3.43 | |||||
| -5.95% | Sep 2021 | Sep 2021 (1) | Dec 2021 (4) | 2.78 | |||||
| -4.81% | Sep 2014 | Sep 2014 (1) | Jan 2015 (5) | 2.54 | |||||
| -4.75% | Feb 2018 | Feb 2018 (1) | Jul 2018 (6) | 2.53 | |||||
| -3.99% | Sep 2014 | Sep 2014 (1) | Apr 2015 (8) | 2.09 | |||||
| -3.51% | May 2019 | May 2019 (1) | Jun 2019 (2) | 2.02 | |||||
| -3.39% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 1.78 | |||||
| -3.21% | May 2016 | May 2016 (1) | Jun 2016 (2) | 1.85 | |||||
| -2.87% | Jul 2014 | Jul 2014 (1) | Aug 2014 (2) | 1.66 | |||||
| -2.41% | Oct 2016 | Oct 2016 (1) | Dec 2016 (3) | 1.38 | |||||
| -2.33% | Sep 2017 | Sep 2017 (1) | Dec 2017 (4) | 1.29 | |||||
Drawdown comparison chart since March 2010.
Swipe left to see all data
|
Simplified Permanent 2x Leveraged Portfolio
|
Scott Burns Six Ways from Sunday Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -31.96% | Jan 2022 | Sep 2022 (9) | In progress (27) | 20.21 | |||||
| -19.67% | Jan 2020 | Mar 2020 (3) | Dec 2020 (12) | 8.82 | |||||
| -14.34% | Apr 2022 | Sep 2022 (6) | Jul 2023 (16) | 5.59 | |||||
| -13.44% | Aug 2016 | Dec 2016 (5) | Aug 2017 (13) | 7.00 | |||||
| -13.29% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.42 | |||||
| -12.86% | Oct 2012 | Jun 2013 (9) | Feb 2014 (17) | 5.68 | |||||
| -11.33% | Feb 2015 | Dec 2015 (11) | Mar 2016 (14) | 7.02 | |||||
| -9.99% | Feb 2018 | Oct 2018 (9) | Mar 2019 (14) | 5.75 | |||||
| -9.70% | May 2015 | Feb 2016 (10) | Jun 2016 (14) | 5.58 | |||||
| -9.43% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 4.32 | |||||
| -8.58% | Sep 2020 | Mar 2021 (7) | May 2021 (9) | 5.14 | |||||
| -8.26% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 4.65 | |||||
| -7.47% | Sep 2011 | Sep 2011 (1) | Jan 2012 (5) | 3.98 | |||||
| -6.89% | Aug 2023 | Oct 2023 (3) | Dec 2023 (5) | 3.43 | |||||
| -5.95% | Sep 2021 | Sep 2021 (1) | Dec 2021 (4) | 2.78 | |||||
| -5.14% | May 2012 | May 2012 (1) | Aug 2012 (4) | 2.46 | |||||
| -4.81% | Sep 2014 | Sep 2014 (1) | Jan 2015 (5) | 2.54 | |||||
| -4.75% | Feb 2018 | Feb 2018 (1) | Jul 2018 (6) | 2.53 | |||||
| -4.12% | May 2013 | Jun 2013 (2) | Oct 2013 (6) | 2.25 | |||||
| -3.99% | Sep 2014 | Sep 2014 (1) | Apr 2015 (8) | 2.09 | |||||
Yearly Returns
For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+6.02%
|
-0.59% |
+4.29%
|
-1.06% |
| 2023 |
+15.62%
|
-11.16% |
+10.86%
|
-6.89% |
| 2022 |
-26.74%
|
-31.96% |
-3.84%
|
-14.34% |
| 2021 |
+8.10%
|
-7.85% |
+21.86%
|
-2.10% |
| 2020 |
+24.56%
|
-6.86% |
+1.75%
|
-19.67% |
| 2019 |
+30.31%
|
-2.13% |
+18.22%
|
-3.51% |
| 2018 |
-6.20%
|
-9.99% |
-7.04%
|
-9.43% |
| 2017 |
+18.32%
|
-2.33% |
+9.66%
|
-0.36% |
| 2016 |
+8.57%
|
-13.44% |
+10.61%
|
-3.04% |
| 2015 |
-4.99%
|
-11.33% |
-4.01%
|
-9.20% |
| 2014 |
+13.48%
|
-4.81% |
+7.00%
|
-3.99% |
| 2013 |
-1.57%
|
-11.75% |
+11.16%
|
-4.12% |
| 2012 |
+13.11%
|
-4.01% |
+12.35%
|
-5.14% |
| 2011 |
+17.58%
|
-7.47% |
+3.38%
|
-13.29% |
