Gretchen Tai vs Scott Burns Six Ways from Sunday 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 Six Ways from Sunday Portfolio obtained a 7.60% compound annual return, with a 10.87% standard deviation, in the last 30 Years.

Summary

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Gretchen Tai Portfolio Scott Burns Six Ways from Sunday Portfolio
Risk High High
Asset Allocation Stocks 70% 66.68%
Fixed Income 30% 33.32%
Commodities 0% 0%
30 Years Stats Return +7.16% +7.60%
Std Dev 11.59% 10.87%
Max Drawdown -41.80% -39.14%

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 Six Ways from Sunday Portfolio -3.00 -2.31 -3.72 +5.68 +5.64 +7.60 +8.71
(*) 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 Six Ways from Sunday Portfolio: an investment of 1000$, since June 1993, now would be worth 9002.51$, with a total return of 800.25% (7.60% 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 Six Ways from Sunday Portfolio: an investment of 1000$, since January 1986, now would be worth 22773.66$, with a total return of 2177.37% (8.71% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gretchen Tai Portfolio
Scott Burns Six Ways from Sunday Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-39.14% Jun 2008 Feb 2009
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-19.67% Jan 2020 Mar 2020
-16.24% Jan 2020 Mar 2020
-14.34% Apr 2022 Sep 2022
-14.25% May 2011 Sep 2011
-13.29% May 2011 Sep 2011
-12.86% May 1998 Aug 1998
-12.03% May 1998 Aug 1998
-10.58% Feb 2001 Sep 2002
-10.37% Feb 2018 Dec 2018
-10.09% May 2015 Feb 2016
-9.70% May 2015 Feb 2016
-9.43% Sep 2018 Dec 2018
-7.18% Feb 1994 Nov 1994
-7.04% Feb 1994 Mar 1994
-5.86% Nov 2007 Jan 2008
-5.14% May 2012 May 2012

Drawdown comparison chart since January 1986.

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Gretchen Tai Portfolio
Scott Burns Six Ways from Sunday Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-39.14% Jun 2008 Feb 2009
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-19.67% Jan 2020 Mar 2020
-17.50% Sep 1987 Nov 1987
-16.24% Jan 2020 Mar 2020
-16.12% Jan 1990 Sep 1990
-15.75% Sep 1987 Nov 1987
-14.34% Apr 2022 Sep 2022
-14.25% May 2011 Sep 2011
-13.29% May 2011 Sep 2011
-12.86% May 1998 Aug 1998
-12.03% May 1998 Aug 1998
-10.58% Feb 2001 Sep 2002
-10.37% Feb 2018 Dec 2018
-10.09% May 2015 Feb 2016
-9.70% May 2015 Feb 2016
-9.43% Sep 2018 Dec 2018
-9.11% Jan 1990 Sep 1990

Yearly Returns

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

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Year Gretchen Tai Portfolio Scott Burns Six Ways from Sunday Portfolio
2023
 +4.75% +1.01%
2022
 -17.30% -3.84%
2021
 +12.15% +21.86%
2020
 +12.24% +1.75%
2019
 +20.82% +18.22%
2018
 -7.59% -7.04%
2017
 +18.32% +9.66%
2016
 +7.93% +10.61%
2015
 -2.21% -4.01%
2014
 +4.44% +7.00%
2013
 +14.58% +11.16%
2012
 +14.85% +12.35%
2011
 -1.45% +3.38%
2010
 +12.51% +15.68%
2009
 +26.58% +23.77%
2008
 -27.67% -26.45%
2007
 +9.39% +9.69%
2006
 +17.39% +16.49%
2005
 +10.26% +13.58%
2004
 +15.60% +18.78%
2003
 +29.40% +24.09%
2002
 -7.43% -3.44%
2001
 -6.29% -3.08%
2000
 -4.67% +8.56%
1999
 +22.01% +10.58%
1998
 +10.02% +4.74%
1997
 +11.39% +11.97%
1996
 +10.62% +16.58%
1995
 +17.98% +20.25%
1994
 -0.51% -2.33%
1993
 +26.87% +19.81%
1992
 +0.50% +5.94%
1991
 +30.31% +19.65%
1990
 -8.54% -5.36%
1989
 +25.15% +20.03%
1988
 +19.39% +15.52%
1987
 +4.96% +6.47%
1986
 +29.74% +24.09%