Last Update: 31 July 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 7.63% compound annual return, with a 9.66% standard deviation.

In 2019, the portfolio granted a 2.62% 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 July 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Scott Burns Margaritaville Portfolio +3.96 +10.12 +1.61 +7.92 +6.39 +6.32 +7.63
Components
VTI - Vanguard Total Stock Market +5.74 +14.00 +2.15 +10.85 +11.37 +10.87 +13.59
VEU - Vanguard FTSE All-World ex-US +3.93 +13.54 -3.88 +1.41 +1.36 +3.34 +4.67
TIP - iShares TIPS Bond +2.33 +4.01 +6.24 +10.48 +5.59 +4.05 +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 July 2020
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Period Returns
Jul 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.96%
0.00%
1 - 0
3M
+10.12%
0.00%
3 - 0
6M
+1.61%
-14.02%
Feb 2020 - Mar 2020
4 - 2
YTD
+1.16%
-14.40%
Jan 2020 - Mar 2020
4 - 3
1Y
+7.92%
14.66%
-14.40%
Jan 2020 - Mar 2020
8 - 4
3Y
+6.39%
annualized
11.30%
-14.40%
Jan 2020 - Mar 2020
25 - 11
5Y
+6.32%
annualized
10.08%
-14.40%
Jan 2020 - Mar 2020
42 - 18
10Y
+7.63%
annualized
9.66%
-14.40%
Jan 2020 - Mar 2020
80 - 40
MAX
01 Jan 2001
+6.23%
annualized
10.84%
-38.70%
Nov 2007 - Feb 2009
151 - 84

* Annualized St.Dev. of monthly returns

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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
+7.22% +42.86%
Mar 2009 - Feb 2010
-34.38%
Mar 2008 - Feb 2009
22.32%
2 Years
+7.19% +29.52%
Mar 2009 - Feb 2011
-16.83%
Mar 2007 - Feb 2009
16.51%
3 Years
+7.35% +20.56%
Mar 2009 - Feb 2012
-8.17%
Mar 2006 - Feb 2009
10.00%
5 Years
+6.97% +16.22%
Mar 2009 - Feb 2014
-1.07%
Mar 2004 - Feb 2009
0.57%
7 Years
+6.71% +10.85%
Mar 2009 - Feb 2016
+2.40%
Mar 2002 - Feb 2009
0.00%
10 Years
+6.89% +10.43%
Mar 2009 - Feb 2019
+4.76%
Mar 2006 - Feb 2016
0.00%
15 Years
+6.97% +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
2020
+1.16% -0.4 -4.5 -9.9 7.3 3.4 2.4 4.0
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

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