Data Source: from June 1991 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 01:59PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
1.21%
1 Day
Jul 05 2022, 01:59PM Eastern Time
0.33%
Current Month
July 2022

The Scott Burns Margaritaville Portfolio is a High Risk portfolio and can be implemented with 3 ETFs.

It's exposed for 67% on the Stock Market.

In the last 30 Years, the Scott Burns Margaritaville Portfolio obtained a 7.53% compound annual return, with a 10.46% standard deviation.

Asset Allocation and ETFs

The Scott Burns Margaritaville Portfolio has the following asset allocation:

67% Stocks
33% Fixed Income
0% Commodities

The Scott Burns Margaritaville Portfolio can be implemented with the following ETFs:

Weight Ticker ETF Name Investment Themes
34.00 % VTI Vanguard Total Stock Market Equity, U.S., Large Cap
33.00 % VEU Vanguard FTSE All-World ex-US Equity, Global ex-US, Large Cap
33.00 % TIP iShares TIPS Bond Bond, U.S., All-Term
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.

Portfolio and ETF Returns

The Scott Burns Margaritaville Portfolio guaranteed the following returns.

According to the available data source, let's assume we built the portfolio on June 1991.

Portfolio returns are calculated in USD, assuming: July 2022 return is calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
SCOTT BURNS MARGARITAVILLE PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 01:59PM Eastern Time
Swipe left to see all data
  Chg (%) Return (%)
Return (%) as of Jun 30, 2022
  1 Day Time ET(*) Jul 2022 1M 6M 1Y 5Y(*) 10Y(*) 30Y(*)
Scott Burns Margaritaville Portfolio -1.21 -0.33 -6.28 -15.97 -12.53 5.75 6.71 7.53
US Inflation Adjusted return -6.28 -19.24 -18.69 2.07 4.15 4.94
Components
VTI
Vanguard Total Stock Market
-0.84 01:59PM
Jul 05 2022
0.21 -8.23 -21.32 -14.17 10.53 12.52 9.81
VEU
Vanguard FTSE All-World ex-US
-2.68 01:59PM
Jul 05 2022
-2.70 -7.68 -17.38 -18.51 2.89 5.19 5.29
TIP
iShares TIPS Bond
-0.12 01:59PM
Jul 05 2022
1.49 -3.11 -9.04 -5.27 3.04 1.57 5.80
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)

US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46% , 30Y: 2.47%

Portfolio Dividends

In 2021, the Scott Burns Margaritaville Portfolio granted a 3.04% dividend yield. If you are interested in getting periodic income, please refer to the Scott Burns Margaritaville Portfolio: Dividend Yield page.

Historical Returns as of Jun 30, 2022

Historical returns and stats of Scott Burns Margaritaville Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

SCOTT BURNS MARGARITAVILLE PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from June 1991 to June 2022
Swipe left to see all data
Period Return (%)
as of Jun 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Jun 2022
-6.28
-6.28
-6.28
Jun 2022 - Jun 2022
0 - 1
3M
-11.75
-12.89
-11.75
Apr 2022 - Jun 2022
1 - 2
6M
-15.97
-19.24
-15.97
Jan 2022 - Jun 2022
2 - 4
YTD
-15.97
-19.24
-15.97
Jan 2022 - Jun 2022
2 - 4
1Y
-12.53
-18.69
10.55
-15.97
Jan 2022 - Jun 2022
6 - 6
50% pos
3Y(*)
5.14
0.61
12.41
-15.97
Jan 2022 - Jun 2022
24 - 12
67% pos
5Y(*)
5.75
2.07
11.23
-15.97
Jan 2022 - Jun 2022
41 - 19
68% pos
10Y(*)
6.71
4.15
9.43
-15.97
Jan 2022 - Jun 2022
83 - 37
69% pos
15Y(*)
5.22
2.86
11.75
-38.70
Nov 2007 - Feb 2009
113 - 67
63% pos
20Y(*)
7.03
4.47
10.90
-38.70
Nov 2007 - Feb 2009
158 - 82
66% pos
25Y(*)
6.46
3.94
10.96
-38.70
Nov 2007 - Feb 2009
191 - 109
64% pos
30Y(*)
7.53
4.94
10.46
-38.70
Nov 2007 - Feb 2009
238 - 122
66% pos
MAX(*)
01 Jun 1991
7.40
4.79
10.46
-38.70
Nov 2007 - Feb 2009
245 - 128
66% pos
(*) Returns over 1 year are annualized

Returns and stats are calculated assuming a yearly rebalancing of the components weight. How do returns change with different rebalancing strategies?

Capital Growth as of Jun 30, 2022

An investment of 1000$, since July 1992, now would be worth 8828.12$, with a total return of 782.81% (7.53% annualized).

The Inflation Adjusted Capital now would be 4243.33$, with a net total return of 324.33% (4.94% annualized).
An investment of 1000$, since June 1991, now would be worth 9200.67$, with a total return of 820.07% (7.40% annualized).

The Inflation Adjusted Capital now would be 4280.35$, with a net total return of 328.04% (4.79% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-38.70% Nov 2007 Feb 2009 16 Jan 2011 23 39
-22.41% Apr 2000 Sep 2002 30 Dec 2003 15 45
-15.97% Jan 2022 Jun 2022 6 in progress 6
-14.40% Jan 2020 Mar 2020 3 Jul 2020 4 7
-12.82% May 2011 Sep 2011 5 Feb 2012 5 10
-9.97% Feb 2018 Dec 2018 11 Apr 2019 4 15
-9.72% Jul 1998 Aug 1998 2 Nov 1998 3 5
-9.68% May 2015 Feb 2016 10 Sep 2016 7 17
-5.67% Apr 2012 May 2012 2 Aug 2012 3 5
-5.54% Feb 1994 Mar 1994 2 Apr 1995 13 15
-4.68% Aug 1997 Aug 1997 1 Jan 1998 5 6
-4.43% Nov 1993 Nov 1993 1 Jan 1994 2 3
-4.31% May 2013 Jun 2013 2 Sep 2013 3 5
-3.64% May 2019 May 2019 1 Jun 2019 1 2
-3.40% Sep 2020 Oct 2020 2 Nov 2020 1 3
-3.39% Apr 2004 Apr 2004 1 Oct 2004 6 7
-3.31% Jan 2000 Jan 2000 1 Mar 2000 2 3
-3.16% Sep 2014 Sep 2014 1 Feb 2015 5 6
-2.96% Sep 2021 Sep 2021 1 Oct 2021 1 2
-2.95% Jul 1996 Jul 1996 1 Sep 1996 2 3
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-38.70% Nov 2007 Feb 2009 16 Jan 2011 23 39
-22.41% Apr 2000 Sep 2002 30 Dec 2003 15 45
-15.97% Jan 2022 Jun 2022 6 in progress 6
-14.40% Jan 2020 Mar 2020 3 Jul 2020 4 7
-12.82% May 2011 Sep 2011 5 Feb 2012 5 10
-9.97% Feb 2018 Dec 2018 11 Apr 2019 4 15
-9.72% Jul 1998 Aug 1998 2 Nov 1998 3 5
-9.68% May 2015 Feb 2016 10 Sep 2016 7 17
-5.71% Jan 1992 Mar 1992 3 Dec 1992 9 12
-5.67% Apr 2012 May 2012 2 Aug 2012 3 5
-5.54% Feb 1994 Mar 1994 2 Apr 1995 13 15
-4.68% Aug 1997 Aug 1997 1 Jan 1998 5 6
-4.43% Nov 1993 Nov 1993 1 Jan 1994 2 3
-4.31% May 2013 Jun 2013 2 Sep 2013 3 5
-3.79% Jun 1991 Jun 1991 1 Aug 1991 2 3
-3.64% May 2019 May 2019 1 Jun 2019 1 2
-3.40% Sep 2020 Oct 2020 2 Nov 2020 1 3
-3.39% Apr 2004 Apr 2004 1 Oct 2004 6 7
-3.31% Jan 2000 Jan 2000 1 Mar 2000 2 3
-3.16% Sep 2014 Sep 2014 1 Feb 2015 5 6

Rolling Returns ( more details)

Scott Burns Margaritaville Portfolio: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
8.58 42.86
Mar 2009 - Feb 2010
-34.38
Mar 2008 - Feb 2009
18.23%
2 Years
8.23 29.52
Mar 2009 - Feb 2011
-16.83
Mar 2007 - Feb 2009
14.29%
3 Years
7.87 20.56
Mar 2009 - Feb 2012
-8.17
Mar 2006 - Feb 2009
10.65%
5 Years
7.68 16.22
Mar 2009 - Feb 2014
-1.07
Mar 2004 - Feb 2009
0.32%
7 Years
7.40 13.69
Jan 1993 - Dec 1999
2.40
Mar 2002 - Feb 2009
0.00%
10 Years
7.15 10.43
Mar 2009 - Feb 2019
2.12
Mar 1999 - Feb 2009
0.00%
15 Years
7.12 10.25
Nov 1992 - Oct 2007
5.02
Mar 1994 - Feb 2009
0.00%
20 Years
7.13 8.36
Jul 1991 - Jun 2011
4.90
Apr 2000 - Mar 2020
0.00%
(*) Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Scott Burns Margaritaville Portfolio: Rolling Returns page.

Seasonality

Scott Burns Margaritaville Portfolio: in which months is it better to invest?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.

For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
0.23
61%
0.17
58%
0.66
68%
1.64
81%
0.47
65%
0.00
56%
1.02
65%
0.09
68%
0.08
58%
0.75
65%
0.94
68%
1.69
77%
Best
Year
5.9
2019
4.6
1998
8.0
2009
7.3
2020
7.5
2009
4.6
2019
6.3
2009
4.1
1993
6.7
2010
7.8
2011
8.3
2020
6.8
1991
Worst
Year
-7.0
2009
-7.2
2009
-9.9
2020
-5.9
2022
-6.2
2010
-6.3
2022
-5.2
2002
-9.4
1998
-8.2
2008
-15.3
2008
-4.4
1993
-4.7
2018
Statistics calculated for the period Jun 1991 - Jun 2022

Monthly/Yearly Returns

Scott Burns Margaritaville Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
245 Positive Months (66%) - 128 Negative Months (34%)
Jun 1991 - Jun 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-15.97 -19.24 -3.5 -1.6 0.3 -5.9 0.1 -6.3
2021
+13.33 +5.82 0.1 1.2 1.8 3.1 1.5 0.9 1.0 1.5 -3.0 3.7 -1.7 2.7
2020
+14.40 +12.95 -0.4 -4.5 -9.9 7.3 3.4 2.4 4.0 4.1 -1.9 -1.5 8.3 3.8
2019
+20.39 +17.72 5.9 1.7 1.5 2.4 -3.6 4.6 0.0 -0.8 1.2 1.9 1.8 2.5
2018
-6.92 -8.67 3.4 -3.4 -0.5 0.3 0.4 -0.2 1.9 0.7 -0.1 -5.8 1.3 -4.7
2017
+17.22 +14.77 2.3 1.8 1.0 1.2 1.4 0.2 2.0 0.6 1.3 1.5 1.3 1.4
2016
+7.53 +5.37 -3.3 -0.4 5.6 1.0 0.1 0.6 2.9 0.2 0.8 -1.5 0.1 1.3
2015
-2.03 -2.66 0.1 3.4 -1.0 2.0 -0.3 -1.9 0.7 -5.0 -2.5 4.9 -0.3 -1.9
2014
+3.95 +3.28 -2.3 3.6 0.1 0.9 2.0 1.6 -1.2 1.9 -3.2 1.3 0.8 -1.6
2013
+13.25 +11.56 2.5 0.1 1.7 2.0 -1.5 -2.8 4.0 -2.3 4.5 2.8 0.9 1.2
2012
+13.94 +11.97 4.7 3.0 0.5 -0.3 -5.4 3.2 1.0 1.7 2.2 -0.2 1.0 1.9
2011
+0.08 -2.89 1.0 2.4 0.5 3.6 -1.3 -0.7 -0.3 -4.5 -6.5 7.8 -0.7 -0.3
2010
+11.85 +10.26 -2.6 1.1 4.4 1.0 -6.2 -2.0 5.5 -2.0 6.7 3.4 -1.7 4.6
2009
+25.18 +21.75 -7.0 -7.2 8.0 7.0 7.5 -0.5 6.3 2.6 4.1 -1.7 4.5 0.9
2008
-26.90 -26.88 -3.5 -0.4 -0.4 2.9 1.2 -4.8 -1.6 -0.8 -8.2 -15.3 -3.9 5.6
2007
+10.88 +6.51 1.0 0.1 1.4 2.9 1.9 -0.5 -0.9 0.5 3.9 3.0 -1.9 -1.0
2006
+14.22 +11.41 3.4 -0.2 1.1 2.0 -2.6 0.0 0.8 2.2 0.9 2.6 2.4 0.8
2005
+8.11 +4.61 -1.4 2.1 -1.5 -0.8 1.6 0.8 1.8 1.4 1.8 -2.4 2.5 2.1
2004
+13.95 +10.27 1.8 2.0 0.3 -3.4 1.3 1.4 -2.1 1.2 1.6 2.0 3.9 3.2
2003
+26.41 +23.89 -2.0 -0.1 -0.9 5.8 5.6 1.1 0.4 2.2 1.5 4.5 1.3 4.4
2002
-6.46 -8.72 -1.6 0.2 2.9 -0.4 0.5 -3.2 -5.2 1.6 -5.4 2.6 3.2 -1.2
2001
-7.87 -9.32 2.3 -5.2 -4.2 5.3 -0.4 -1.8 -0.7 -2.6 -5.8 2.6 2.4 0.5
2000
-2.92 -6.15 -3.3 2.6 4.0 -3.7 -2.1 3.6 -1.7 3.5 -3.1 -1.1 -3.6 2.5
1999
+16.49 +13.46 1.3 -2.9 3.0 3.5 -2.8 3.0 -0.6 -0.3 -0.2 3.6 2.5 5.7
1998
+16.12 +14.28 1.6 4.6 2.9 0.8 -1.1 1.5 -0.4 -9.4 2.3 5.6 4.1 3.3
1997
+14.48 +12.57 1.0 0.5 -2.3 2.4 5.0 3.8 4.8 -4.7 4.6 -3.5 1.3 1.3
1996
+9.11 +5.54 1.1 -0.5 0.6 1.8 0.3 0.4 -3.0 0.7 3.5 1.2 4.4 -1.7
1995
+21.08 +18.09 0.3 0.5 3.2 2.4 2.3 0.8 3.0 0.1 2.3 -0.7 2.9 2.3
1994
+1.10 -1.46 5.2 -1.7 -3.9 0.9 0.1 -0.4 2.1 2.0 -2.5 1.4 -3.1 1.3
1993
+18.69 +15.44 1.1 2.4 4.2 2.8 2.3 0.2 1.9 4.1 -1.0 1.1 -4.4 2.9
1992
+1.10 -1.81 -1.9 -0.3 -3.6 0.1 3.4 -1.5 1.7 1.6 0.3 -2.0 1.9 1.8
1991
- - -3.8 3.4 0.8 2.5 1.5 -2.6 6.8

Portofolio Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.

In particular, it has been used:

  • VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001
  • VEU - Vanguard FTSE All-World ex-US: simulated historical serie, up to December 2007
  • TIP - iShares TIPS Bond: simulated historical serie, up to December 2003

Portfolio efficiency

Is the Scott Burns Margaritaville Portfolio actually efficient, compared to other Lazy Portfolios?

Overall Ratings

The Scott Burns Margaritaville Portfolio is classified as High Risk.

Very High Risk
Bond weight:
Less than 25%
High Risk
Bond weight:
25% - 49.99%
Medium Risk
Bond weight:
50% - 74.99%
Low Risk
Bond weight:
At least 75%
High Risk
Portfolios
All
Portfolios
25 Years Ann. Return
(Inflation Adjusted)
+6.46%
(+3.94%)
Poor : 1 / 5
Average : 2.5 / 5
Standard Deviation
over 25 Years
10.96%
Average : 2 / 5
Good : 3.1 / 5
Maximum Drawdown
over 25 Years
-38.70%
Bad : 1.5 / 5
Average : 2.6 / 5
Easy to manage 3 ETFs
Good : 4 / 5
Good : 4 / 5
Rating assigned considering all the High Risk Portfolios Rating assigned considering all the Portfolios in the database

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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 02:00PM Eastern Time.
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