Gold vs Scott Burns Four Square Portfolio Comparison

Last Update: 31 May 2023

The Gold Portfolio obtained a 5.37% compound annual return, with a 15.53% standard deviation, in the last 30 Years.

The Scott Burns Four Square Portfolio obtained a 6.64% compound annual return, with a 8.39% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Scott Burns Four Square Portfolio
Risk Very High Medium
Asset Allocation Stocks 0% 50%
Fixed Income 0% 50%
Commodities 100% 0%
30 Years Stats Return +5.37% +6.64%
Std Dev 15.53% 8.39%
Max Drawdown -42.91% -29.95%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Gold Portfolio -1.34 +10.62 +6.53 +8.17 +3.13 +5.37 +4.72
Scott Burns Four Square Portfolio -1.15 +1.75 -1.44 +3.99 +4.95 +6.64 +8.50
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Gold Portfolio: an investment of 1000$, since June 1993, now would be worth 4803.84$, with a total return of 380.38% (5.37% annualized).

Scott Burns Four Square Portfolio: an investment of 1000$, since June 1993, now would be worth 6875.65$, with a total return of 587.57% (6.64% annualized).

Gold Portfolio: an investment of 1000$, since January 1985, now would be worth 5881.31$, with a total return of 488.13% (4.72% annualized).

Scott Burns Four Square Portfolio: an investment of 1000$, since January 1985, now would be worth 22947.76$, with a total return of 2194.78% (8.50% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gold Portfolio
Scott Burns Four Square Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-37.17% Feb 1996 Aug 1999
-29.95% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-19.67% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-11.74% Sep 2000 Sep 2002
-11.51% Aug 1993 Sep 1993
-10.98% Feb 2020 Mar 2020
-8.76% May 2011 Sep 2011
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-6.76% May 2015 Jan 2016
-6.72% Feb 2018 Dec 2018
-6.72% Jul 1998 Aug 1998
-6.38% Jan 2011 Jan 2011
-5.70% Feb 1994 Jun 1994
-5.22% Jun 2009 Jun 2009

Drawdown comparison chart since January 1985.

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Gold Portfolio
Scott Burns Four Square Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.26% Dec 1987 Aug 1999
-42.91% Sep 2011 Dec 2015
-29.95% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-19.67% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-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
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.14% Oct 1986 Dec 1986
-6.76% May 2015 Jan 2016
-6.72% Feb 2018 Dec 2018
-6.72% Jul 1998 Aug 1998
-6.67% Jan 1985 Feb 1985
-6.38% Jan 2011 Jan 2011
-5.70% Feb 1994 Jun 1994

Yearly Returns

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

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Year Gold Portfolio Scott Burns Four Square Portfolio
2023
 +7.47% +4.90%
2022
 -0.77% -15.24%
2021
 -4.15% +9.33%
2020
 +24.81% +11.91%
2019
 +17.86% +17.18%
2018
 -1.94% -4.50%
2017
 +12.81% +13.48%
2016
 +8.03% +6.76%
2015
 -10.67% -1.25%
2014
 -2.19% +5.08%
2013
 -28.33% +9.58%
2012
 +6.60% +12.82%
2011
 +9.57% +2.20%
2010
 +29.27% +10.97%
2009
 +24.03% +22.68%
2008
 +4.92% -20.68%
2007
 +30.45% +9.45%
2006
 +22.55% +11.39%
2005
 +17.76% +7.34%
2004
 +4.65% +12.00%
2003
 +19.89% +20.76%
2002
 +25.57% -2.42%
2001
 +0.75% -3.17%
2000
 -5.44% +0.17%
1999
 +0.85% +12.39%
1998
 -0.83% +16.31%
1997
 -21.41% +9.52%
1996
 -4.59% +7.91%
1995
 +0.98% +21.01%
1994
 -2.17% -0.99%
1993
 +17.68% +18.18%
1992
 -5.73% +3.74%
1991
 -8.56% +20.47%
1990
 -3.11% -3.87%
1989
 -2.84% +16.96%
1988
 -15.26% +14.57%
1987
 +24.53% +9.08%
1986
 +18.96% +28.18%
1985
 +6.00% +33.22%