Scott Burns Margaritaville Portfolio: ETF allocation and returns

Last Update: 31 December 2020

The Scott Burns Margaritaville Portfolio is exposed for 67% on the Stock Market.

It's a High Risk portfolio and it can be replicated with 3 ETFs.

In the last 10 years, the portfolio obtained a 7.83% compound annual return, with a 9.76% standard deviation.

In 2020, the portfolio granted a 1.73% dividend yield. If you are interested in getting periodic income, please refer to the Scott Burns Margaritaville Portfolio: Dividend Yield page.

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 replicated 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.

SCOTT BURNS MARGARITAVILLE PORTFOLIO RETURNS (%)

Last Update: 31 December 2020

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	1M	3M	6M	1Y	*3Y^()**	*5Y^()**	*10Y^()**
Scott Burns Margaritaville Portfolio	+3.83	+10.74	+17.57	+14.40	+8.63	+10.07	+7.83
*Components*
VTI - Vanguard Total Stock Market	+4.68	+14.75	+25.36	+21.03	+14.45	+15.44	+13.77
VEU - Vanguard FTSE All-World ex-US	+5.72	+16.59	+24.39	+11.12	+5.12	+9.20	+5.12
TIP - iShares TIPS Bond	+1.10	+1.63	+4.52	+10.84	+5.79	+4.99	+3.65

(*) annualized

Portfolio returns are calculated assuming:

a rebalancing of the components at the beginning of each year (i.e. at every January 1st)
the reinvestment of dividends

If you are interested in getting periodic income, please refer to the Scott Burns Margaritaville Portfolio: Dividend Yield page.

Historical Returns

Scott Burns Margaritaville Portfolio - Historical returns and stats.

SCOTT BURNS MARGARITAVILLE PORTFOLIO

Last Update: 31 December 2020

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Period	Returns Dec 2020	Standard Deviation *	Max Drawdown	Months Pos - Neg
1M	+3.83%		0.00%	1 - 0
3M	+10.74%		-1.54% Oct 2020 - Oct 2020	2 - 1
6M	+17.57%		-3.40% Sep 2020 - Oct 2020	4 - 2
YTD	+14.40%	17.15%	-14.40% Jan 2020 - Mar 2020	7 - 5
1Y	+14.40%	17.15%	-14.40% Jan 2020 - Mar 2020	7 - 5
3Y	+8.63% annualized	12.55%	-14.40% Jan 2020 - Mar 2020	23 - 13
5Y	+10.07% annualized	10.31%	-14.40% Jan 2020 - Mar 2020	44 - 16
10Y	+7.83% annualized	9.76%	-14.40% Jan 2020 - Mar 2020	80 - 40
MAX 01 Jan 2001	+6.76% annualized	10.94%	-38.70% Nov 2007 - Feb 2009	154 - 86

* Annualized St.Dev. of monthly returns

Best High Risk Porftolios, ordered by 10Y annualized return.

Portfolio	10Y Return ▾	Stocks	Bonds
Simple Path to Wealth JL Collins	+11.38%	75	25	Compare
Stocks/Bonds 60/40	+9.90%	60	40	Compare
Yale Endowment David Swensen	+9.07%	70	30	Compare
Edge Select Moderately Aggressive Merrill Lynch	+9.02%	69	31	Compare
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Capital Growth

Time Range:

Drawdowns

Time Range:

Worst drawdowns since December 2010.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-14.40%	Jan 2020	Mar 2020	3	Jul 2020	4	7
-12.82%	May 2011	Sep 2011	5	Feb 2012	5	10
-9.98%	Feb 2018	Dec 2018	11	Apr 2019	4	15
-9.69%	May 2015	Feb 2016	10	Sep 2016	7	17
-5.67%	Apr 2012	May 2012	2	Aug 2012	3	5
-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
-3.16%	Sep 2014	Sep 2014	1	Feb 2015	5	6
-2.30%	Jan 2014	Jan 2014	1	Feb 2014	1	2
-1.48%	Oct 2016	Oct 2016	1	Jan 2017	3	4
-1.20%	Jul 2014	Jul 2014	1	Aug 2014	1	2
-1.02%	Mar 2015	Mar 2015	1	Apr 2015	1	2
-0.82%	Aug 2019	Aug 2019	1	Sep 2019	1	2
-0.19%	Oct 2012	Oct 2012	1	Nov 2012	1	2

Worst drawdowns since December 2000.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-38.70%	Nov 2007	Feb 2009	16	Jan 2011	23	39
-19.44%	Feb 2001	Sep 2002	20	Oct 2003	13	33
-14.40%	Jan 2020	Mar 2020	3	Jul 2020	4	7
-12.82%	May 2011	Sep 2011	5	Feb 2012	5	10
-9.98%	Feb 2018	Dec 2018	11	Apr 2019	4	15
-9.69%	May 2015	Feb 2016	10	Sep 2016	7	17
-5.67%	Apr 2012	May 2012	2	Aug 2012	3	5
-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
-3.16%	Sep 2014	Sep 2014	1	Feb 2015	5	6
-2.59%	May 2006	May 2006	1	Aug 2006	3	4
-2.38%	Mar 2005	Apr 2005	2	Jul 2005	3	5
-2.37%	Oct 2005	Oct 2005	1	Nov 2005	1	2
-2.30%	Jan 2014	Jan 2014	1	Feb 2014	1	2
-1.48%	Oct 2016	Oct 2016	1	Jan 2017	3	4
-1.40%	Jan 2005	Jan 2005	1	Feb 2005	1	2
-1.32%	Jun 2007	Jul 2007	2	Sep 2007	2	4
-1.20%	Jul 2014	Jul 2014	1	Aug 2014	1	2

Rolling Returns ( more details)

Scott Burns Margaritaville Portfolio: annualized rolling and average returns

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	*Return ()**			Negative Periods
Rolling Period	Average	Best	Worst	Negative Periods
1 Year	+7.31%	+42.86% Mar 2009 - Feb 2010	-34.38% Mar 2008 - Feb 2009	21.83%
2 Years	+7.26%	+29.52% Mar 2009 - Feb 2011	-16.83% Mar 2007 - Feb 2009	16.13%
3 Years	+7.34%	+20.56% Mar 2009 - Feb 2012	-8.17% Mar 2006 - Feb 2009	9.76%
5 Years	+7.02%	+16.22% Mar 2009 - Feb 2014	-1.07% Mar 2004 - Feb 2009	0.55%
7 Years	+6.71%	+10.85% Mar 2009 - Feb 2016	+2.40% Mar 2002 - Feb 2009	0.00%
10 Years	+6.92%	+10.43% Mar 2009 - Feb 2019	+4.76% Mar 2006 - Feb 2016	0.00%
15 Years	+6.95%	+8.77% Feb 2003 - Jan 2018	+5.28% Feb 2001 - Jan 2016	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 and Yearly/Monthly Returns

Scott Burns Margaritaville Portfolio Seasonality

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	Months
Return (%)	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Average	0.2	0.0	0.5	2.1	0.3	-0.1	1.0	0.1	-0.2	0.6	1.4	1.2
Best	5.9 2019	3.6 2014	8.0 2009	7.3 2020	7.5 2009	4.7 2019	6.3 2009	4.1 2020	6.7 2010	7.8 2011	8.3 2020	5.6 2008
Worst	-7.0 2009	-7.2 2009	-9.9 2020	-3.4 2004	-6.2 2010	-4.8 2008	-5.2 2002	-5.0 2015	-8.2 2008	-15.3 2008	-3.9 2008	-4.7 2018
Gain Frequency	55	60	65	80	60	50	65	65	60	65	75	70

Detail of Monthly Returns

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		Months
Year	Return	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2020	+14.40%	-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%	5.9	1.7	1.5	2.4	-3.6	4.7	0.0	-0.8	1.2	1.9	1.8	2.5
2018	-6.92%	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%	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%	-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%	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%	-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%	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%	4.7	3.0	0.5	-0.3	-5.4	3.2	1.0	1.7	2.2	-0.2	1.1	1.9
2011	+0.08%	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%	-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%	-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%	-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%	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%	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%	-1.4	2.1	-1.6	-0.8	1.6	0.9	1.8	1.4	1.8	-2.4	2.5	2.1
2004	+13.95%	1.8	2.0	0.4	-3.4	1.3	1.4	-2.1	1.2	1.6	2.0	3.9	3.3
2003	+26.41%	-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%	-1.6	0.2	2.9	-0.5	0.5	-3.2	-5.2	1.6	-5.4	2.6	3.2	-1.2
2001	-7.87%	2.3	-5.2	-4.2	5.3	-0.4	-1.8	-0.7	-2.6	-5.8	2.6	2.4	0.6

* Note:
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