Last Update: 30 April 2024
The Stocks/Bonds 60/40 with Bitcoin Portfolio obtained a 10.88% compound annual return, with a 11.29% standard deviation, in the last 10 Years.
The Scott Burns Seven Value Portfolio obtained a 6.32% compound annual return, with a 11.90% standard deviation, in the last 10 Years.
Summary
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| Stocks/Bonds 60/40 with Bitcoin Portfolio | Scott Burns Seven Value Portfolio | ||
|---|---|---|---|
| Portfolio Risk | High | High | |
| Asset Allocation | Stocks | 59% | 71.5% |
| Fixed Income | 39% | 28.5% | |
| Commodities | 2% | 0% | |
| 10 Years Stats | Return | +10.88% | +6.32% |
| Std Dev | 11.29% | 11.90% | |
| Max Drawdown | -21.45% | -20.44% | |
| All time Stats (Since Jan 2009) |
Return | +19.29% | +8.83% |
| Std Dev | 33.78% | 12.27% | |
| Max Drawdown | -42.67% | -20.44% | |
| Last Update: 30 April 2024 | |||
Historical Returns as of Apr 30, 2024
Comparison period starts from January 2009
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | MAX | |
|---|---|---|---|---|---|---|
| Stocks/Bonds 60/40 with Bitcoin Portfolio | -3.95 | +15.76 | +14.48 | +9.26 | +10.88 | +19.29 |
| Scott Burns Seven Value Portfolio | -3.21 | +12.49 | +8.56 | +7.53 | +6.32 | +8.83 |
| Return over 1 year are annualized. |
Capital Growth as of Apr 30, 2024
Stocks/Bonds 60/40 with Bitcoin Portfolio: an investment of 1$, since May 2014,
now would be worth 2.81$, with a total return of 180.79%
(10.88% annualized).
Scott Burns Seven Value Portfolio: an investment of 1$, since May 2014, now would be worth 1.85$, with a total return of 84.61% (6.32% annualized).
Scott Burns Seven Value Portfolio: an investment of 1$, since May 2014, now would be worth 1.85$, with a total return of 84.61% (6.32% annualized).
Stocks/Bonds 60/40 with Bitcoin Portfolio: an investment of 1$, since January 2009,
now would be worth 14.95$, with a total return of 1394.88%
(19.29% annualized).
Scott Burns Seven Value Portfolio: an investment of 1$, since January 2009, now would be worth 3.66$, with a total return of 265.85% (8.83% annualized).
Scott Burns Seven Value Portfolio: an investment of 1$, since January 2009, now would be worth 3.66$, with a total return of 265.85% (8.83% annualized).
Drawdowns
Drawdown comparison chart since May 2014.
Swipe left to see all data
|
Stocks/Bonds 60/40 with Bitcoin Portfolio
|
Scott Burns Seven Value Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -21.45% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.74 | |||||
| -20.44% | Jan 2020 | Mar 2020 (3) | Dec 2020 (12) | 9.33 | |||||
| -14.49% | Apr 2022 | Sep 2022 (6) | Jul 2023 (16) | 5.62 | |||||
| -12.82% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 5.49 | |||||
| -9.57% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 4.30 | |||||
| -9.24% | May 2015 | Feb 2016 (10) | Jun 2016 (14) | 5.24 | |||||
| -8.81% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.93 | |||||
| -7.06% | Aug 2023 | Oct 2023 (3) | Dec 2023 (5) | 3.54 | |||||
| -5.38% | Aug 2015 | Sep 2015 (2) | Nov 2015 (4) | 3.04 | |||||
| -4.70% | Feb 2018 | Feb 2018 (1) | Jul 2018 (6) | 2.77 | |||||
| -4.11% | Dec 2015 | Jan 2016 (2) | Mar 2016 (4) | 2.46 | |||||
| -4.00% | Feb 2018 | Mar 2018 (2) | Jul 2018 (6) | 2.53 | |||||
| -3.95% | Apr 2024 | Apr 2024 (1) | In progress (1) | 2.80 | |||||
| -3.92% | May 2019 | May 2019 (1) | Jun 2019 (2) | 2.26 | |||||
| -3.60% | Sep 2014 | Sep 2014 (1) | Feb 2015 (6) | 1.93 | |||||
| -3.35% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.93 | |||||
| -3.21% | Apr 2024 | Apr 2024 (1) | In progress (1) | 2.27 | |||||
| -2.88% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.86 | |||||
| -2.24% | Nov 2021 | Nov 2021 (1) | Dec 2021 (2) | 1.29 | |||||
| -2.22% | Oct 2016 | Oct 2016 (1) | Dec 2016 (3) | 1.13 | |||||
Drawdown comparison chart since January 2009.
Swipe left to see all data
|
Stocks/Bonds 60/40 with Bitcoin Portfolio
|
Scott Burns Seven Value Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -42.67% | Jul 2011 | Nov 2011 (5) | Oct 2013 (28) | 26.48 | |||||
| -22.56% | Dec 2013 | Jan 2014 (2) | Apr 2017 (41) | 14.30 | |||||
| -21.45% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.74 | |||||
| -20.44% | Jan 2020 | Mar 2020 (3) | Dec 2020 (12) | 9.33 | |||||
| -16.01% | Jan 2009 | Feb 2009 (2) | May 2009 (5) | 8.61 | |||||
| -14.49% | Apr 2022 | Sep 2022 (6) | Jul 2023 (16) | 5.62 | |||||
| -14.02% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.89 | |||||
| -12.82% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 5.49 | |||||
| -11.49% | Jan 2009 | Feb 2009 (2) | May 2009 (5) | 5.97 | |||||
| -9.57% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 4.30 | |||||
| -9.24% | May 2015 | Feb 2016 (10) | Jun 2016 (14) | 5.24 | |||||
| -8.81% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.93 | |||||
| -8.80% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 5.06 | |||||
| -7.06% | Aug 2023 | Oct 2023 (3) | Dec 2023 (5) | 3.54 | |||||
| -7.03% | May 2010 | Jun 2010 (2) | Oct 2010 (6) | 3.83 | |||||
| -5.25% | May 2012 | May 2012 (1) | Aug 2012 (4) | 2.49 | |||||
| -4.70% | Feb 2018 | Feb 2018 (1) | Jul 2018 (6) | 2.77 | |||||
| -4.00% | Feb 2018 | Mar 2018 (2) | Jul 2018 (6) | 2.53 | |||||
| -3.95% | Apr 2024 | Apr 2024 (1) | In progress (1) | 2.80 | |||||
| -3.92% | May 2019 | May 2019 (1) | Jun 2019 (2) | 2.26 | |||||
Yearly Returns
For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+2.44%
|
-3.95% |
+1.68%
|
-3.21% |
| 2023 |
+20.55%
|
-6.70% |
+10.67%
|
-7.06% |
| 2022 |
-17.90%
|
-21.45% |
-3.63%
|
-14.49% |
| 2021 |
+15.60%
|
-3.35% |
+22.53%
|
-2.24% |
| 2020 |
+21.52%
|
-12.82% |
+1.86%
|
-20.44% |
| 2019 |
+23.43%
|
-1.79% |
+19.31%
|
-3.92% |
| 2018 |
-4.56%
|
-8.81% |
-6.81%
|
-9.57% |
| 2017 |
+39.33%
|
-0.27% |
+10.75%
|
-0.38% |
| 2016 |
+11.03%
|
-3.13% |
+11.54%
|
-3.28% |
| 2015 |
+1.17%
|
-5.38% |
-3.57%
|
-9.07% |
| 2014 |
+8.50%
|
-1.81% |
+7.89%
|
-3.60% |
| 2013 |
+142.67%
|
-21.78% |
+14.33%
|
-3.26% |
| 2012 |
+14.56%
|
-3.39% |
+12.77%
|
-5.25% |
| 2011 |
+33.12%
|
-42.67% |
+3.05%
|
-14.02% |
| 2010 |
+19.66%
|
-7.03% |
+15.52%
|
-8.80% |
| 2009 |
+18.47%
|
-11.49% |
+23.22%
|
-16.01% |
