Roger Gibson Talmud vs Scott Burns Seven Value Portfolio Comparison

Last Update: 31 May 2023

The Roger Gibson Talmud Portfolio obtained a 8.00% compound annual return, with a 10.64% 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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Roger Gibson Talmud Portfolio Scott Burns Seven Value Portfolio
Risk High High
Asset Allocation Stocks 66.67% 71.5%
Fixed Income 33.33% 28.5%
Commodities 0% 0%
30 Years Stats Return +8.00% +7.85%
Std Dev 10.64% 11.26%
Max Drawdown -40.17% -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(*)
Roger Gibson Talmud Portfolio -1.52 -0.90 -5.44 +5.36 +6.35 +8.00 +9.05
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

Roger Gibson Talmud Portfolio: an investment of 1000$, since June 1993, now would be worth 10063.64$, with a total return of 906.36% (8.00% 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).

Roger Gibson Talmud Portfolio: an investment of 1000$, since January 1985, now would be worth 27915.40$, with a total return of 2691.54% (9.05% 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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Roger Gibson Talmud Portfolio
Scott Burns Seven Value Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.22% Nov 2007 Feb 2009
-40.17% Jun 2007 Feb 2009
-22.88% Jan 2022 Sep 2022
-20.44% Jan 2020 Mar 2020
-15.16% Feb 2020 Mar 2020
-15.04% Feb 2001 Sep 2002
-14.49% Apr 2022 Sep 2022
-14.02% May 2011 Sep 2011
-13.01% May 1998 Aug 1998
-10.50% Jun 2011 Sep 2011
-10.43% Jul 1998 Aug 1998
-9.57% Sep 2018 Dec 2018
-9.24% May 2015 Feb 2016
-8.70% Oct 1993 Nov 1994
-8.26% Apr 2002 Oct 2002
-7.57% Sep 2018 Dec 2018
-7.04% Feb 1994 Nov 1994
-6.69% Apr 2004 Apr 2004
-5.69% Apr 2015 Aug 2015
-5.25% May 2012 May 2012

Drawdown comparison chart since January 1985.

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Roger Gibson Talmud Portfolio
Scott Burns Seven Value Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.22% Nov 2007 Feb 2009
-40.17% Jun 2007 Feb 2009
-22.88% Jan 2022 Sep 2022
-20.44% Jan 2020 Mar 2020
-17.34% Sep 1987 Nov 1987
-15.52% Sep 1987 Nov 1987
-15.16% Feb 2020 Mar 2020
-15.04% Feb 2001 Sep 2002
-14.49% Apr 2022 Sep 2022
-14.02% May 2011 Sep 2011
-13.01% May 1998 Aug 1998
-10.50% Jun 2011 Sep 2011
-10.43% Jul 1998 Aug 1998
-10.14% Jul 1990 Oct 1990
-9.72% Jan 1990 Sep 1990
-9.57% Sep 2018 Dec 2018
-9.24% May 2015 Feb 2016
-8.70% Oct 1993 Nov 1994
-8.26% Apr 2002 Oct 2002
-7.57% Sep 2018 Dec 2018

Yearly Returns

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

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Year Roger Gibson Talmud Portfolio Scott Burns Seven Value Portfolio
2023
 +3.05% +0.40%
2022
 -19.62% -3.63%
2021
 +21.44% +22.53%
2020
 +8.02% +1.86%
2019
 +22.79% +19.31%
2018
 -3.78% -6.81%
2017
 +9.90% +10.75%
2016
 +7.99% +11.54%
2015
 +1.11% -3.57%
2014
 +16.24% +7.89%
2013
 +11.22% +14.33%
2012
 +12.41% +12.77%
2011
 +5.83% +3.05%
2010
 +17.33% +15.52%
2009
 +20.87% +23.22%
2008
 -22.37% -27.82%
2007
 -1.40% +8.29%
2006
 +18.42% +17.32%
2005
 +6.88% +12.65%
2004
 +15.93% +18.27%
2003
 +23.46% +25.26%
2002
 -2.82% -5.96%
2001
 +3.27% -4.35%
2000
 +9.05% +8.17%
1999
 +6.34% +10.89%
1998
 +5.18% +6.19%
1997
 +19.74% +14.55%
1996
 +19.46% +17.33%
1995
 +22.03% +22.68%
1994
 -3.74% -2.08%
1993
 +13.33% +19.57%
1992
 +10.28% +7.31%
1991
 +27.78% +20.27%
1990
 -4.26% -5.60%
1989
 +16.87% +21.02%
1988
 +12.71% +16.18%
1987
 +0.17% +5.84%
1986
 +16.28% +23.44%
1985
 +24.20% +28.48%