Last Update: 30 November 2019

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 7.41% compound annual return, with a 9.08% 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

Historical Returns

Scott Burns Margaritaville Portfolio - Historical returns and stats.

Returns, capital growth, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at every January 1st).

SCOTT BURNS MARGARITAVILLE PORTFOLIO
Last Update: 30 November 2019
Swipe left to see all data
Period Returns
Nov 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+1.80%
0.00%
1 - 0
3M
+4.94%
0.00%
3 - 0
6M
+8.92%
-0.82%
Aug 2019 - Aug 2019
5 - 1
YTD
+17.44%
-3.64%
May 2019 - May 2019
9 - 2
1Y
+11.97%
9.95%
-4.66%
Dec 2018 - Dec 2018
9 - 3
3Y
+9.09%
annualized
7.75%
-9.98%
Feb 2018 - Dec 2018
28 - 8
5Y
+5.84%
annualized
8.03%
-9.98%
Feb 2018 - Dec 2018
41 - 19
10Y
+7.41%
annualized
9.08%
-12.82%
May 2011 - Sep 2011
80 - 40
MAX
Dec 2000
+6.26%
annualized
10.52%
-38.70%
Nov 2007 - Feb 2009
146 - 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
+11.05% 2 75 25 0
Talmud Portfolio
Roger Gibson
+10.05% 3 66.67 33.33 0
Stocks/Bonds 60/40
+9.59% 2 60 40 0
Yale Endowment
David Swensen
+9.42% 6 70 30 0
Family Taxable Portfolio
Ted Aronson
+8.77% 11 70 30 0

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Scott Burns Margaritaville Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.25% +42.86%
Mar 2009 - Feb 2010
-34.38%
Mar 2008 - Feb 2009
22.22%
2 Years
+7.34% +29.52%
Mar 2009 - Feb 2011
-16.83%
Mar 2007 - Feb 2009
16.67%
3 Years
+7.40% +20.56%
Mar 2009 - Feb 2012
-8.17%
Mar 2006 - Feb 2009
10.42%
5 Years
+7.06% +16.22%
Mar 2009 - Feb 2014
-1.07%
Mar 2004 - Feb 2009
0.60%
7 Years
+6.75% +10.85%
Mar 2009 - Feb 2016
+2.40%
Mar 2002 - Feb 2009
0.00%
10 Years
+6.87% +10.43%
Mar 2009 - Feb 2019
+4.76%
Mar 2006 - Feb 2016
0.00%
15 Years
+7.09% +8.77%
Feb 2003 - Jan 2018
+5.28%
Feb 2001 - Jan 2016
0.00%

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2019
+17.44% 5.9 1.7 1.5 2.4 -3.6 4.7 0.0 -0.8 1.2 1.9 1.8
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

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