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 7.31% compound annual return, with a 9.18% standard deviation (Last Update: September 2019).
Asset Allocation and ETFs
The Scott Burns Margaritaville Portfolio has the following asset allocation:
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 |
Returns, capital growth, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at every January 1st).
Historical Returns
Scott Burns Margaritaville Portfolio - Historical returns and stats:
| Range | Returns Sep 2019 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+1.19%
|
0.00%
|
1 - 0 | |
|
YTD
|
+13.24%
|
-3.64%
May 2019 - May 2019
|
7 - 2 | |
|
1Y
|
+3.05%
|
11.77%
|
-9.00%
Oct 2018 - Dec 2018
|
8 - 4 |
|
3Y
|
+7.28%
annualized
|
7.80%
|
-9.98%
Feb 2018 - Dec 2018
|
27 - 9 |
|
5Y
|
+5.53%
annualized
|
7.99%
|
-9.98%
Feb 2018 - Dec 2018
|
41 - 19 |
|
10Y
|
+7.31%
annualized
|
9.18%
|
-12.82%
May 2011 - Sep 2011
|
79 - 41 |
|
MAX
Dec 2000
|
+6.11%
annualized
|
10.55%
|
-38.70%
Nov 2007 - Feb 2009
|
144 - 81 |
* Annualized St.Dev. of monthly returns
Best High Risk Porftolios, ordered by 10Y annualized return.
| Portfolio | 10Y Return ▾ | #ETF | Stocks | Bonds | Comm. | |
|---|---|---|---|---|---|---|
| Simple Path to Wealth JL Collins |
+10.84% | 2 | 75 | 25 | 0 | |
| Stocks/Bonds 60/40 |
+9.44% | 2 | 60 | 40 | 0 | |
| Yale Endowment David Swensen |
+9.42% | 6 | 70 | 30 | 0 | |
| Lazy Portfolio David Swensen |
+8.57% | 6 | 70 | 30 | 0 | |
| Edge Select Moderately Aggressive Merrill Lynch |
+8.53% | 12 | 69 | 31 | 0 |
Capital Growth
Drawdowns
Rolling Returns
Scott Burns Margaritaville Portfolio: annualized rolling and average returns
| Return (*) | |||
|---|---|---|---|
| Rolling Period | Average | Best | Worst |
| 1 Year |
+7.21% |
+42.86% Mar 2009 - Feb 2010 |
-34.38% Mar 2008 - Feb 2009 |
| 2 Years |
+7.36% |
+29.52% Mar 2009 - Feb 2011 |
-16.83% Mar 2007 - Feb 2009 |
| 3 Years |
+7.39% |
+20.56% Mar 2009 - Feb 2012 |
-8.17% Mar 2006 - Feb 2009 |
| 5 Years |
+7.07% |
+16.22% Mar 2009 - Feb 2014 |
-1.07% Mar 2004 - Feb 2009 |
| 7 Years |
+6.74% |
+10.85% Mar 2009 - Feb 2016 |
+2.40% Mar 2002 - Feb 2009 |
| 10 Years |
+6.85% |
+10.43% Mar 2009 - Feb 2019 |
+4.76% Mar 2006 - Feb 2016 |
| 15 Years |
+7.11% |
+8.77% Feb 2003 - Jan 2018 |
+5.28% Feb 2001 - Jan 2016 |
* Annualized rolling and average returns over full calendar month periods
Yearly Returns - Monthly Returns Heatmap
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2019 |
+13.24% | 5.9 | 1.7 | 1.5 | 2.4 | -3.6 | 4.7 | 0.0 | -0.8 | 1.2 | |||
| 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