Last Update: 31 May 2023
The John Wasik Nano Portfolio obtained a 7.04% compound annual return, with a 9.55% standard deviation, in the last 30 Years.
The Scott Burns Couch Potato Portfolio obtained a 7.88% compound annual return, with a 8.66% standard deviation, in the last 30 Years.
Summary
John Wasik Nano Portfolio | Scott Burns Couch Potato Portfolio | ||
---|---|---|---|
Risk | High | Medium | |
Asset Allocation | Stocks | 60% | 50% |
Fixed Income | 40% | 50% | |
Commodities | 0% | 0% | |
30 Years Stats | Return | +7.04% | +7.88% |
Std Dev | 9.55% | 8.66% | |
Max Drawdown | -36.66% | -27.04% |
Last Update: 31 May 2023
Historical Returns as of May 31, 2023
Comparison period starts from January 1985
1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
---|---|---|---|---|---|---|---|
John Wasik Nano Portfolio | -2.08 | +0.73 | -3.70 | +4.41 | +5.15 | +7.04 | +8.64 |
Scott Burns Couch Potato Portfolio | -0.62 | +1.59 | -1.84 | +6.25 | +6.61 | +7.88 | +9.20 |
Capital Growth as of May 31, 2023
John Wasik Nano Portfolio: an investment of 1000$, since June 1993, now would be worth 7703.88$, with a total return of 670.39% (7.04% annualized).
Scott Burns Couch Potato Portfolio: an investment of 1000$, since June 1993, now would be worth 9734.74$, with a total return of 873.47% (7.88% annualized).
John Wasik Nano Portfolio: an investment of 1000$, since January 1985, now would be worth 24158.54$, with a total return of 2315.85% (8.64% annualized).
Scott Burns Couch Potato Portfolio: an investment of 1000$, since January 1985, now would be worth 29353.94$, with a total return of 2835.39% (9.20% annualized).
Drawdowns
Drawdown comparison chart since May 1993.
John Wasik Nano Portfolio |
Scott Burns Couch Potato Portfolio |
||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-36.66% | Nov 2007 | Feb 2009 | |||
-27.04% | Nov 2007 | Feb 2009 | |||
-22.12% | Jan 2022 | Sep 2022 | |||
-19.77% | Jan 2022 | Sep 2022 | |||
-13.34% | Feb 2020 | Mar 2020 | |||
-10.72% | Feb 2020 | Mar 2020 | |||
-10.30% | Sep 2000 | Sep 2002 | |||
-9.69% | May 2011 | Sep 2011 | |||
-8.78% | Feb 1994 | Jun 1994 | |||
-8.33% | Jul 1998 | Aug 1998 | |||
-8.06% | Sep 2018 | Dec 2018 | |||
-8.06% | Jul 1998 | Aug 1998 | |||
-7.38% | Feb 1994 | Nov 1994 | |||
-7.24% | Jun 2002 | Oct 2002 | |||
-7.18% | Sep 2018 | Dec 2018 | |||
-6.25% | May 2011 | Sep 2011 | |||
-6.09% | May 2010 | Jun 2010 | |||
-6.01% | Feb 2001 | Sep 2001 | |||
-5.73% | Mar 2015 | Sep 2015 | |||
-5.67% | Apr 2004 | Apr 2004 |
Drawdown comparison chart since January 1985.
John Wasik Nano Portfolio |
Scott Burns Couch Potato Portfolio |
||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-36.66% | Nov 2007 | Feb 2009 | |||
-27.04% | Nov 2007 | Feb 2009 | |||
-22.12% | Jan 2022 | Sep 2022 | |||
-19.77% | Jan 2022 | Sep 2022 | |||
-16.03% | Sep 1987 | Nov 1987 | |||
-13.34% | Feb 2020 | Mar 2020 | |||
-11.90% | Sep 1987 | Nov 1987 | |||
-11.67% | Jan 1990 | Sep 1990 | |||
-10.72% | Feb 2020 | Mar 2020 | |||
-10.30% | Sep 2000 | Sep 2002 | |||
-9.69% | May 2011 | Sep 2011 | |||
-8.78% | Feb 1994 | Jun 1994 | |||
-8.33% | Jul 1998 | Aug 1998 | |||
-8.06% | Sep 2018 | Dec 2018 | |||
-8.06% | Jul 1998 | Aug 1998 | |||
-7.58% | Aug 1990 | Sep 1990 | |||
-7.38% | Feb 1994 | Nov 1994 | |||
-7.24% | Jun 2002 | Oct 2002 | |||
-7.18% | Sep 2018 | Dec 2018 | |||
-6.25% | May 2011 | Sep 2011 |
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
Year | John Wasik Nano Portfolio | Scott Burns Couch Potato Portfolio |
---|---|---|
2023 |
+3.73% | +5.33% |
2022 |
-17.26% | -16.31% |
2021 |
+16.29% | +15.67% |
2020 |
+8.50% | +15.93% |
2019 |
+19.75% | +19.51% |
2018 |
-5.32% | -3.32% |
2017 |
+11.54% | +12.07% |
2016 |
+6.00% | +8.75% |
2015 |
+0.12% | -0.70% |
2014 |
+9.22% | +8.07% |
2013 |
+9.31% | +12.48% |
2012 |
+12.49% | +11.42% |
2011 |
+3.71% | +7.12% |
2010 |
+13.25% | +11.78% |
2009 |
+19.70% | +18.92% |
2008 |
-21.62% | -18.47% |
2007 |
+3.53% | +8.64% |
2006 |
+16.27% | +7.99% |
2005 |
+7.29% | +4.40% |
2004 |
+15.00% | +10.53% |
2003 |
+23.73% | +19.38% |
2002 |
-1.46% | -1.93% |
2001 |
-0.90% | -1.68% |
2000 |
+6.11% | +3.54% |
1999 |
+10.50% | +9.67% |
1998 |
+8.26% | +16.26% |
1997 |
+14.11% | +21.85% |
1996 |
+12.88% | +11.14% |
1995 |
+18.62% | +29.40% |
1994 |
-1.54% | -3.21% |
1993 |
+17.13% | +13.19% |
1992 |
+4.96% | +8.92% |
1991 |
+22.28% | +25.50% |
1990 |
-5.87% | +1.06% |
1989 |
+15.85% | +21.95% |
1988 |
+14.06% | +11.91% |
1987 |
+6.15% | +1.19% |
1986 |
+26.12% | +16.48% |
1985 |
+30.93% | +28.66% |