Last Update: 30 November 2023
The Scott Burns Four Square Portfolio obtained a 6.66% compound annual return, with a 8.45% standard deviation, in the last 30 Years.
The Marc Faber Portfolio obtained a 7.22% compound annual return, with a 9.65% standard deviation, in the last 30 Years.
Summary
Scott Burns Four Square Portfolio | Marc Faber Portfolio | ||
---|---|---|---|
Risk | Medium | High | |
Asset Allocation | Stocks | 50% | 50% |
Fixed Income | 50% | 25% | |
Commodities | 0% | 25% | |
30 Years Stats | Return | +6.66% | +7.22% |
Std Dev | 8.45% | 9.65% | |
Max Drawdown | -29.95% | -28.82% |
Last Update: 30 November 2023
Historical Returns as of Nov 30, 2023
Comparison period starts from January 1985
1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
---|---|---|---|---|---|---|---|
Scott Burns Four Square Portfolio | +6.05 | +3.99 | +5.81 | +5.13 | +4.84 | +6.66 | +8.49 |
Marc Faber Portfolio | +6.88 | +3.79 | +6.11 | +6.36 | +5.43 | +7.22 | +8.16 |
Capital Growth as of Nov 30, 2023
Scott Burns Four Square Portfolio: an investment of 1$, since December 1993, now would be worth 6.92$, with a total return of 592.08% (6.66% annualized).
Marc Faber Portfolio: an investment of 1$, since December 1993, now would be worth 8.10$, with a total return of 710.33% (7.22% annualized).
Marc Faber Portfolio: an investment of 1$, since January 1985, now would be worth 23.86$, with a total return of 2286.40% (8.49% annualized).
: an investment of 1$, since January 1985, now would be worth 21.16$, with a total return of 2015.66% (8.16% annualized).
Drawdowns
Drawdown comparison chart since December 1993.
Scott Burns Four Square Portfolio |
Marc Faber Portfolio |
||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-29.95% | Nov 2007 | Feb 2009 | |||
-28.82% | Jun 2008 | Feb 2009 | |||
-19.93% | Jan 2022 | Sep 2022 | |||
-19.67% | Jan 2022 | Sep 2022 | |||
-11.74% | Sep 2000 | Sep 2002 | |||
-11.30% | Feb 2020 | Mar 2020 | |||
-10.98% | Feb 2020 | Mar 2020 | |||
-10.47% | May 1998 | Aug 1998 | |||
-8.76% | May 2011 | Sep 2011 | |||
-7.96% | Sep 2011 | Sep 2011 | |||
-7.74% | Feb 2015 | Sep 2015 | |||
-7.73% | Aug 2016 | Nov 2016 | |||
-7.35% | Apr 2004 | Apr 2004 | |||
-7.32% | May 2013 | Jun 2013 | |||
-6.80% | Jun 2002 | Oct 2002 | |||
-6.76% | May 2015 | Jan 2016 | |||
-6.72% | Feb 2018 | Dec 2018 | |||
-6.72% | Jul 1998 | Aug 1998 | |||
-6.45% | Feb 1994 | Nov 1994 | |||
-5.70% | Feb 1994 | Jun 1994 |
Drawdown comparison chart since January 1985.
Scott Burns Four Square Portfolio |
Marc Faber Portfolio |
||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-29.95% | Nov 2007 | Feb 2009 | |||
-28.82% | Jun 2008 | Feb 2009 | |||
-19.93% | Jan 2022 | Sep 2022 | |||
-19.67% | Jan 2022 | Sep 2022 | |||
-11.74% | Sep 2000 | Sep 2002 | |||
-11.32% | Sep 1987 | Nov 1987 | |||
-11.30% | Feb 2020 | Mar 2020 | |||
-10.98% | Feb 2020 | Mar 2020 | |||
-10.77% | Jan 1990 | Sep 1990 | |||
-10.47% | May 1998 | Aug 1998 | |||
-9.04% | Sep 1987 | Oct 1987 | |||
-8.76% | May 2011 | Sep 2011 | |||
-8.47% | Jan 1990 | Oct 1990 | |||
-7.96% | Sep 2011 | Sep 2011 | |||
-7.74% | Feb 2015 | Sep 2015 | |||
-7.73% | Aug 2016 | Nov 2016 | |||
-7.35% | Apr 2004 | Apr 2004 | |||
-7.32% | May 2013 | Jun 2013 | |||
-6.80% | Jun 2002 | Oct 2002 | |||
-6.76% | May 2015 | Jan 2016 |
Yearly Returns
Yearly return comparison.
Year | Scott Burns Four Square Portfolio | Marc Faber Portfolio |
---|---|---|
2023 |
+9.09% | +7.77% |
2022 |
-15.24% | -14.67% |
2021 |
+9.33% | +12.98% |
2020 |
+11.91% | +11.15% |
2019 |
+17.18% | +20.49% |
2018 |
-4.50% | -4.39% |
2017 |
+13.48% | +11.79% |
2016 |
+6.76% | +6.97% |
2015 |
-1.25% | -2.47% |
2014 |
+5.08% | +9.60% |
2013 |
+9.58% | -1.18% |
2012 |
+12.82% | +11.20% |
2011 |
+2.20% | +4.97% |
2010 |
+10.97% | +19.36% |
2009 |
+22.68% | +22.95% |
2008 |
-20.68% | -16.28% |
2007 |
+9.45% | +8.25% |
2006 |
+11.39% | +20.89% |
2005 |
+7.34% | +11.20% |
2004 |
+12.00% | +13.91% |
2003 |
+20.76% | +23.98% |
2002 |
-2.42% | +4.97% |
2001 |
-3.17% | +1.95% |
2000 |
+0.17% | +4.65% |
1999 |
+12.39% | +7.25% |
1998 |
+16.31% | +2.17% |
1997 |
+9.52% | +5.23% |
1996 |
+7.91% | +12.19% |
1995 |
+21.01% | +13.03% |
1994 |
-0.99% | -3.18% |
1993 |
+18.18% | +19.45% |
1992 |
+3.74% | +3.34% |
1991 |
+20.47% | +19.75% |
1990 |
-3.87% | -4.94% |
1989 |
+16.96% | +13.95% |
1988 |
+14.57% | +7.03% |
1987 |
+9.08% | +6.79% |
1986 |
+28.18% | +21.19% |
1985 |
+33.22% | +21.48% |