John Wasik Nano vs Scott Burns Seven Value Portfolio Comparison

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 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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John Wasik Nano Portfolio Scott Burns Seven Value Portfolio
Risk High High
Asset Allocation Stocks 60% 71.5%
Fixed Income 40% 28.5%
Commodities 0% 0%
30 Years Stats Return +7.04% +7.85%
Std Dev 9.55% 11.26%
Max Drawdown -36.66% -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(*)
John Wasik Nano Portfolio -2.08 +0.73 -3.70 +4.41 +5.15 +7.04 +8.64
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

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 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).

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 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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John Wasik Nano Portfolio
Scott Burns Seven Value Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.22% Nov 2007 Feb 2009
-36.66% Nov 2007 Feb 2009
-22.12% Jan 2022 Sep 2022
-20.44% Jan 2020 Mar 2020
-15.04% Feb 2001 Sep 2002
-14.49% Apr 2022 Sep 2022
-14.02% May 2011 Sep 2011
-13.34% Feb 2020 Mar 2020
-13.01% May 1998 Aug 1998
-9.69% May 2011 Sep 2011
-9.57% Sep 2018 Dec 2018
-9.24% May 2015 Feb 2016
-8.33% Jul 1998 Aug 1998
-7.38% Feb 1994 Nov 1994
-7.24% Jun 2002 Oct 2002
-7.18% Sep 2018 Dec 2018
-7.04% Feb 1994 Nov 1994
-6.01% Feb 2001 Sep 2001
-5.73% Mar 2015 Sep 2015
-5.67% Apr 2004 Apr 2004

Drawdown comparison chart since January 1985.

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John Wasik Nano Portfolio
Scott Burns Seven Value Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.22% Nov 2007 Feb 2009
-36.66% Nov 2007 Feb 2009
-22.12% Jan 2022 Sep 2022
-20.44% Jan 2020 Mar 2020
-17.34% Sep 1987 Nov 1987
-15.04% Feb 2001 Sep 2002
-14.49% Apr 2022 Sep 2022
-14.02% May 2011 Sep 2011
-13.34% Feb 2020 Mar 2020
-13.01% May 1998 Aug 1998
-11.90% Sep 1987 Nov 1987
-11.67% Jan 1990 Sep 1990
-9.72% Jan 1990 Sep 1990
-9.69% May 2011 Sep 2011
-9.57% Sep 2018 Dec 2018
-9.24% May 2015 Feb 2016
-8.33% Jul 1998 Aug 1998
-7.38% Feb 1994 Nov 1994
-7.24% Jun 2002 Oct 2002
-7.18% Sep 2018 Dec 2018

Yearly Returns

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

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Year John Wasik Nano Portfolio Scott Burns Seven Value Portfolio
2023
 +3.73% +0.40%
2022
 -17.26% -3.63%
2021
 +16.29% +22.53%
2020
 +8.50% +1.86%
2019
 +19.75% +19.31%
2018
 -5.32% -6.81%
2017
 +11.54% +10.75%
2016
 +6.00% +11.54%
2015
 +0.12% -3.57%
2014
 +9.22% +7.89%
2013
 +9.31% +14.33%
2012
 +12.49% +12.77%
2011
 +3.71% +3.05%
2010
 +13.25% +15.52%
2009
 +19.70% +23.22%
2008
 -21.62% -27.82%
2007
 +3.53% +8.29%
2006
 +16.27% +17.32%
2005
 +7.29% +12.65%
2004
 +15.00% +18.27%
2003
 +23.73% +25.26%
2002
 -1.46% -5.96%
2001
 -0.90% -4.35%
2000
 +6.11% +8.17%
1999
 +10.50% +10.89%
1998
 +8.26% +6.19%
1997
 +14.11% +14.55%
1996
 +12.88% +17.33%
1995
 +18.62% +22.68%
1994
 -1.54% -2.08%
1993
 +17.13% +19.57%
1992
 +4.96% +7.31%
1991
 +22.28% +20.27%
1990
 -5.87% -5.60%
1989
 +15.85% +21.02%
1988
 +14.06% +16.18%
1987
 +6.15% +5.84%
1986
 +26.12% +23.44%
1985
 +30.93% +28.48%