Gretchen Tai vs Scott Burns Seven Value Portfolio Comparison

Last Update: 31 May 2023

The Gretchen Tai Portfolio obtained a 7.16% compound annual return, with a 11.59% 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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Gretchen Tai Portfolio Scott Burns Seven Value Portfolio
Risk High High
Asset Allocation Stocks 70% 71.5%
Fixed Income 30% 28.5%
Commodities 0% 0%
30 Years Stats Return +7.16% +7.85%
Std Dev 11.59% 11.26%
Max Drawdown -41.80% -41.22%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1986

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Gretchen Tai Portfolio -1.83 +1.44 -2.06 +4.06 +5.62 +7.16 +8.65
Scott Burns Seven Value Portfolio -3.15 -2.91 -3.73 +6.04 +6.25 +7.85 +8.95
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Gretchen Tai Portfolio: an investment of 1000$, since June 1993, now would be worth 7972.31$, with a total return of 697.23% (7.16% 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).

Gretchen Tai Portfolio: an investment of 1000$, since January 1986, now would be worth 22301.46$, with a total return of 2130.15% (8.65% annualized).

Scott Burns Seven Value Portfolio: an investment of 1000$, since January 1986, now would be worth 24726.33$, with a total return of 2372.63% (8.95% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gretchen Tai Portfolio
Scott Burns Seven Value Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-41.22% Nov 2007 Feb 2009
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-20.44% Jan 2020 Mar 2020
-16.24% Jan 2020 Mar 2020
-15.04% Feb 2001 Sep 2002
-14.49% Apr 2022 Sep 2022
-14.25% May 2011 Sep 2011
-14.02% May 2011 Sep 2011
-13.01% May 1998 Aug 1998
-12.86% May 1998 Aug 1998
-10.37% Feb 2018 Dec 2018
-10.09% May 2015 Feb 2016
-9.57% Sep 2018 Dec 2018
-9.24% May 2015 Feb 2016
-7.04% Feb 1994 Nov 1994
-7.04% Feb 1994 Mar 1994
-5.25% May 2012 May 2012
-4.70% Feb 2018 Feb 2018

Drawdown comparison chart since January 1986.

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Gretchen Tai Portfolio
Scott Burns Seven Value Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-41.22% Nov 2007 Feb 2009
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-20.44% Jan 2020 Mar 2020
-17.50% Sep 1987 Nov 1987
-17.34% Sep 1987 Nov 1987
-16.24% Jan 2020 Mar 2020
-16.12% Jan 1990 Sep 1990
-15.04% Feb 2001 Sep 2002
-14.49% Apr 2022 Sep 2022
-14.25% May 2011 Sep 2011
-14.02% May 2011 Sep 2011
-13.01% May 1998 Aug 1998
-12.86% May 1998 Aug 1998
-10.37% Feb 2018 Dec 2018
-10.09% May 2015 Feb 2016
-9.72% Jan 1990 Sep 1990
-9.57% Sep 2018 Dec 2018
-9.24% May 2015 Feb 2016

Yearly Returns

Yearly return comparison. Common historical serie start from January 1986.

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Year Gretchen Tai Portfolio Scott Burns Seven Value Portfolio
2023
 +4.75% +0.40%
2022
 -17.30% -3.63%
2021
 +12.15% +22.53%
2020
 +12.24% +1.86%
2019
 +20.82% +19.31%
2018
 -7.59% -6.81%
2017
 +18.32% +10.75%
2016
 +7.93% +11.54%
2015
 -2.21% -3.57%
2014
 +4.44% +7.89%
2013
 +14.58% +14.33%
2012
 +14.85% +12.77%
2011
 -1.45% +3.05%
2010
 +12.51% +15.52%
2009
 +26.58% +23.22%
2008
 -27.67% -27.82%
2007
 +9.39% +8.29%
2006
 +17.39% +17.32%
2005
 +10.26% +12.65%
2004
 +15.60% +18.27%
2003
 +29.40% +25.26%
2002
 -7.43% -5.96%
2001
 -6.29% -4.35%
2000
 -4.67% +8.17%
1999
 +22.01% +10.89%
1998
 +10.02% +6.19%
1997
 +11.39% +14.55%
1996
 +10.62% +17.33%
1995
 +17.98% +22.68%
1994
 -0.51% -2.08%
1993
 +26.87% +19.57%
1992
 +0.50% +7.31%
1991
 +30.31% +20.27%
1990
 -8.54% -5.60%
1989
 +25.15% +21.02%
1988
 +19.39% +16.18%
1987
 +4.96% +5.84%
1986
 +29.74% +23.44%