Data Source: from June 1991 to December 2021

Last Update: 31 December 2021

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 9.18% compound annual return, with a 9.17% standard deviation.

In the last 25 years, a 7.64% compound annual return, with a 10.83% 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 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 2021
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 20Y(*) 25Y(*)
Scott Burns Margaritaville Portfolio +2.69 +4.68 +4.09 +13.33 +16.00 +11.23 +9.18 +7.87 +7.64
--- Inflation Adjusted return +2.21 +2.42 +0.66 +5.80 +12.04 +8.08 +6.91 +5.43 +5.23
Components
VTI
Vanguard Total Stock Market
+3.79 +9.11 +9.08 +25.67 +25.73 +17.96 +16.29 +9.91 +9.88
VEU
Vanguard FTSE All-World ex-US
+3.69 +1.96 -1.37 +8.28 +13.60 +9.89 +7.57 +6.87 +5.48
TIP
iShares TIPS Bond
+0.40 +2.39 +4.14 +5.67 +8.26 +5.18 +2.93 +5.18 +5.79
(*) 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

Inflation is updated to Dec 2021. Current inflation (annualized) is 1Y: 7.12% , 3Y: 3.53% , 5Y: 2.92% , 10Y: 2.12% , 20Y: 2.31% , 25Y: 2.29%

In 2021, the 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

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

SCOTT BURNS MARGARITAVILLE PORTFOLIO
Last Update: 31 December 2021
Swipe left to see all data
Period Return
Dec 2021
update
Return
Inflation
Adjusted
Standard
Deviation(*)
Max
Drawdown
Months
Pos - Neg
1M
Dec 2021
+2.69%
+2.21%
0.00%
1 - 0
3M
+4.68%
+2.42%
-1.66%
Nov 2021 - Nov 2021
2 - 1
6M
+4.09%
+0.66%
-2.96%
Sep 2021 - Sep 2021
4 - 2
YTD
+13.33%
+5.80%
6.24%
-2.96%
Sep 2021 - Sep 2021
10 - 2
83% pos
1Y
+13.33%
+5.80%
6.24%
-2.96%
Sep 2021 - Sep 2021
10 - 2
83% pos
3Y
+16.00%
annualized
+12.04%
annualized
11.55%
-14.40%
Jan 2020 - Mar 2020
27 - 9
75% pos
5Y
+11.23%
annualized
+8.08%
annualized
10.18%
-14.40%
Jan 2020 - Mar 2020
45 - 15
75% pos
10Y
+9.18%
annualized
+6.91%
annualized
9.17%
-14.40%
Jan 2020 - Mar 2020
85 - 35
71% pos
20Y
+7.87%
annualized
+5.43%
annualized
10.70%
-38.70%
Nov 2007 - Feb 2009
159 - 81
66% pos
25Y
+7.64%
annualized
+5.23%
annualized
10.83%
-38.70%
Nov 2007 - Feb 2009
194 - 106
65% pos
MAX
01 Jun 1991
+8.14%
annualized
+5.60%
annualized
10.36%
-38.70%
Nov 2007 - Feb 2009
243 - 124
66% pos
(*)Annualized St.Dev. of monthly returns

Portfolio efficiency

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

Best Classic Portfolios, with High Risk, ordered by 25 Years annualized return.

25 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
Simple Path to Wealth
JL Collins
+8.96% -38.54% 75 25 0 Compare
Yale Endowment
David Swensen
+8.94% -39.46% 70 30 0 Compare
Talmud Portfolio
Roger Gibson
+8.80% -40.18% 66.67 33.33 0 Compare
Late Sixties and Beyond
Burton Malkiel
+8.63% -41.80% 71 29 0 Compare
Lazy Portfolio
David Swensen
+8.41% -40.88% 70 30 0 Compare

See all portfolios

Our overall ratings, assigned to the Scott Burns Margaritaville Portfolio. The 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)
+7.64%
(+5.23%)
Average : 2.6 / 5
Good : 3.4 / 5
Standard Deviation
over 25 Years
10.83%
Average : 2.2 / 5
Good : 3.2 / 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

Capital Growth

Time Range:

An investment of 1000$, since January 1997, now would be worth 6297.32$, with a total return of 529.73% (7.64% annualized).

The Inflation Adjusted Capital now would be 3575.77$, with a net total return of 257.58% (5.23% annualized).

Drawdowns

Time Range:

Worst drawdowns since January 1997 - Chart and Data

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
-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
-4.68% Aug 1997 Aug 1997 1 Jan 1998 5 6
-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
-2.94% Feb 1999 Feb 1999 1 Apr 1999 2 3
-2.77% May 1999 May 1999 1 Jun 1999 1 2
-2.59% May 2006 May 2006 1 Aug 2006 3 4
-2.37% Mar 2005 Apr 2005 2 Jun 2005 2 4

Rolling Returns ( more details)

Scott Burns Margaritaville Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.74% +42.86%
Mar 2009 - Feb 2010
-34.38%
Mar 2008 - Feb 2009
17.70%
2 Years
+8.16% +29.52%
Mar 2009 - Feb 2011
-16.83%
Mar 2007 - Feb 2009
14.53%
3 Years
+7.84% +20.56%
Mar 2009 - Feb 2012
-8.17%
Mar 2006 - Feb 2009
10.84%
5 Years
+7.67% +16.22%
Mar 2009 - Feb 2014
-1.07%
Mar 2004 - Feb 2009
0.32%
7 Years
+7.41% +13.69%
Jan 1993 - Dec 1999
+2.40%
Mar 2002 - Feb 2009
0.00%
10 Years
+7.14% +10.43%
Mar 2009 - Feb 2019
+2.12%
Mar 1999 - Feb 2009
0.00%
15 Years
+7.15% +10.25%
Nov 1992 - Oct 2007
+5.02%
Mar 1994 - Feb 2009
0.00%
20 Years
+7.12% +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 Seasonality: in which months is it better to invest?

In the table below, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

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

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 %
0.36
63%
0.22
60%
0.67
67%
1.90
83%
0.48
63%
0.21
58%
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
-3.7
2000
-6.2
2010
-4.8
2008
-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 - Dec 2021

For further information about the seasonality, check the Asset Class Seasonality page.

Monthly/Yearly Returns

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

MONTHLY RETURNS HISTOGRAM
243 Positive Months (66%) - 124 Negative Months (34%)
Jun 1991 - Dec 2021
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
2021
+13.33 +5.80 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 +12.93 -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 -8.68 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 +14.80 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

* 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
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