Gretchen Tai vs JL Collins Simple Path to Wealth 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 JL Collins Simple Path to Wealth Portfolio obtained a 8.66% compound annual return, with a 11.60% standard deviation, in the last 30 Years.

Summary

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Gretchen Tai Portfolio JL Collins Simple Path to Wealth Portfolio
Risk High High
Asset Allocation Stocks 70% 75%
Fixed Income 30% 25%
Commodities 0% 0%
30 Years Stats Return +7.16% +8.66%
Std Dev 11.59% 11.60%
Max Drawdown -41.80% -38.53%

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
JL Collins Simple Path to Wealth Portfolio +0.04 +2.31 +1.04 +7.85 +9.02 +8.66 +9.39
(*) 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).

JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since June 1993, now would be worth 12087.36$, with a total return of 1108.74% (8.66% 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).

JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since January 1986, now would be worth 28760.46$, with a total return of 2776.05% (9.39% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gretchen Tai Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-38.53% Nov 2007 Feb 2009
-30.50% Sep 2000 Sep 2002
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-22.24% Jan 2022 Sep 2022
-16.24% Jan 2020 Mar 2020
-15.46% Feb 2020 Mar 2020
-14.25% May 2011 Sep 2011
-13.02% Jul 1998 Aug 1998
-12.86% May 1998 Aug 1998
-12.27% May 2011 Sep 2011
-10.58% Oct 2018 Dec 2018
-10.37% Feb 2018 Dec 2018
-10.09% May 2015 Feb 2016
-7.04% Feb 1994 Mar 1994
-6.83% Feb 1994 Jun 1994
-6.60% Jun 2015 Sep 2015
-6.51% Apr 2000 May 2000
-4.80% Apr 2012 May 2012

Drawdown comparison chart since January 1986.

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Gretchen Tai Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-38.53% Nov 2007 Feb 2009
-30.50% Sep 2000 Sep 2002
-23.59% Jan 2022 Sep 2022
-23.27% Sep 1987 Nov 1987
-22.92% Apr 2000 Sep 2002
-22.24% Jan 2022 Sep 2022
-17.50% Sep 1987 Nov 1987
-16.24% Jan 2020 Mar 2020
-16.12% Jan 1990 Sep 1990
-15.46% Feb 2020 Mar 2020
-14.25% May 2011 Sep 2011
-13.02% Jul 1998 Aug 1998
-12.86% May 1998 Aug 1998
-12.27% May 2011 Sep 2011
-11.23% Jun 1990 Oct 1990
-10.58% Oct 2018 Dec 2018
-10.37% Feb 2018 Dec 2018
-10.09% May 2015 Feb 2016
-7.04% Feb 1994 Mar 1994

Yearly Returns

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

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Year Gretchen Tai Portfolio JL Collins Simple Path to Wealth Portfolio
2023
 +4.75% +7.20%
2022
 -17.30% -17.91%
2021
 +12.15% +18.79%
2020
 +12.24% +17.70%
2019
 +20.82% +25.21%
2018
 -7.59% -3.94%
2017
 +18.32% +16.80%
2016
 +7.93% +10.25%
2015
 -2.21% +0.41%
2014
 +4.44% +10.86%
2013
 +14.58% +24.56%
2012
 +14.85% +13.13%
2011
 -1.45% +2.71%
2010
 +12.51% +14.62%
2009
 +26.58% +22.58%
2008
 -27.67% -26.02%
2007
 +9.39% +5.76%
2006
 +17.39% +12.84%
2005
 +10.26% +5.33%
2004
 +15.60% +10.65%
2003
 +29.40% +24.06%
2002
 -7.43% -13.29%
2001
 -6.29% -6.12%
2000
 -4.67% -5.08%
1999
 +22.01% +17.67%
1998
 +10.02% +19.59%
1997
 +11.39% +25.61%
1996
 +10.62% +16.62%
1995
 +17.98% +31.38%
1994
 -0.51% -0.79%
1993
 +26.87% +10.39%
1992
 +0.50% +8.62%
1991
 +30.31% +28.11%
1990
 -8.54% -2.40%
1989
 +25.15% +24.50%
1988
 +19.39% +14.83%
1987
 +4.96% +2.34%
1986
 +29.74% +14.71%