Gold vs Scott Burns Seven Value 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 Seven Value Portfolio obtained a 7.85% compound annual return, with a 11.26% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Scott Burns Seven Value Portfolio
Risk Very High High
Asset Allocation Stocks 0% 71.5%
Fixed Income 0% 28.5%
Commodities 100% 0%
30 Years Stats Return +5.37% +7.85%
Std Dev 15.53% 11.26%
Max Drawdown -42.91% -41.22%

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 Seven Value Portfolio -3.15 -2.91 -3.73 +6.04 +6.25 +7.85 +9.42
(*) 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 Seven Value Portfolio: an investment of 1000$, since June 1993, now would be worth 9651.91$, with a total return of 865.19% (7.85% 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 Seven Value Portfolio: an investment of 1000$, since January 1985, now would be worth 31768.28$, with a total return of 3076.83% (9.42% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gold Portfolio
Scott Burns Seven Value Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-41.22% Nov 2007 Feb 2009
-37.17% Feb 1996 Aug 1999
-25.83% Mar 2008 Oct 2008
-20.44% Jan 2020 Mar 2020
-18.08% Aug 2020 Oct 2022
-15.04% Feb 2001 Sep 2002
-14.49% Apr 2022 Sep 2022
-14.02% May 2011 Sep 2011
-13.01% May 1998 Aug 1998
-11.51% Aug 1993 Sep 1993
-9.57% Sep 2018 Dec 2018
-9.24% May 2015 Feb 2016
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-7.04% Feb 1994 Nov 1994
-6.38% Jan 2011 Jan 2011
-5.25% May 2012 May 2012

Drawdown comparison chart since January 1985.

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Gold Portfolio
Scott Burns Seven Value Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.26% Dec 1987 Aug 1999
-42.91% Sep 2011 Dec 2015
-41.22% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-20.44% Jan 2020 Mar 2020
-18.08% Aug 2020 Oct 2022
-17.34% Sep 1987 Nov 1987
-15.04% Feb 2001 Sep 2002
-14.49% Apr 2022 Sep 2022
-14.02% May 2011 Sep 2011
-13.01% May 1998 Aug 1998
-9.72% Jan 1990 Sep 1990
-9.57% Sep 2018 Dec 2018
-9.24% May 2015 Feb 2016
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.14% Oct 1986 Dec 1986
-7.04% Feb 1994 Nov 1994
-6.67% Jan 1985 Feb 1985
-6.38% Jan 2011 Jan 2011

Yearly Returns

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

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Year Gold Portfolio Scott Burns Seven Value Portfolio
2023
 +7.47% +0.40%
2022
 -0.77% -3.63%
2021
 -4.15% +22.53%
2020
 +24.81% +1.86%
2019
 +17.86% +19.31%
2018
 -1.94% -6.81%
2017
 +12.81% +10.75%
2016
 +8.03% +11.54%
2015
 -10.67% -3.57%
2014
 -2.19% +7.89%
2013
 -28.33% +14.33%
2012
 +6.60% +12.77%
2011
 +9.57% +3.05%
2010
 +29.27% +15.52%
2009
 +24.03% +23.22%
2008
 +4.92% -27.82%
2007
 +30.45% +8.29%
2006
 +22.55% +17.32%
2005
 +17.76% +12.65%
2004
 +4.65% +18.27%
2003
 +19.89% +25.26%
2002
 +25.57% -5.96%
2001
 +0.75% -4.35%
2000
 -5.44% +8.17%
1999
 +0.85% +10.89%
1998
 -0.83% +6.19%
1997
 -21.41% +14.55%
1996
 -4.59% +17.33%
1995
 +0.98% +22.68%
1994
 -2.17% -2.08%
1993
 +17.68% +19.57%
1992
 -5.73% +7.31%
1991
 -8.56% +20.27%
1990
 -3.11% -5.60%
1989
 -2.84% +21.02%
1988
 -15.26% +16.18%
1987
 +24.53% +5.84%
1986
 +18.96% +23.44%
1985
 +6.00% +28.48%