Last Update: 31 December 2022
The Scott Burns Margaritaville Portfolio obtained a 7.34% compound annual return, with a 10.74% standard deviation, in the last 30 Years.
The Bill Schultheis Coffeehouse Portfolio obtained a 7.69% compound annual return, with a 9.46% standard deviation, in the last 30 Years.
Summary
| Scott Burns Margaritaville Portfolio | Bill Schultheis Coffeehouse Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 67% | 60% |
| Fixed Income | 33% | 40% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.34% | +7.69% |
| Std Dev | 10.74% | 9.46% | |
| Max Drawdown | -38.70% | -33.93% | |
Last Update: 31 December 2022
Historical Returns as of Dec 31, 2022
Comparison period starts from January 1985
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Scott Burns Margaritaville Portfolio | -3.13 | -0.16 | -16.10 | +4.04 | +5.89 | +7.34 | +8.95 |
| Bill Schultheis Coffeehouse Portfolio | -3.29 | -0.06 | -14.38 | +3.65 | +6.27 | +7.69 | +8.97 |
Capital Growth as of Dec 31, 2022
Scott Burns Margaritaville Portfolio: an investment of 1000$, since January 1993, now would be worth 8374.93$, with a total return of 737.49% (7.34% annualized).
Bill Schultheis Coffeehouse Portfolio: an investment of 1000$, since January 1993, now would be worth 9241.70$, with a total return of 824.17% (7.69% annualized).
Scott Burns Margaritaville Portfolio: an investment of 1000$, since January 1985, now would be worth 25959.64$, with a total return of 2495.96% (8.95% annualized).
Bill Schultheis Coffeehouse Portfolio: an investment of 1000$, since January 1985, now would be worth 26144.08$, with a total return of 2514.41% (8.97% annualized).
Drawdowns
Drawdown comparison chart since December 1992.
Scott Burns Margaritaville Portfolio |
Bill Schultheis Coffeehouse Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -38.70% | Nov 2007 | Feb 2009 | |||
| -33.93% | Nov 2007 | Feb 2009 | |||
| -22.41% | Apr 2000 | Sep 2002 | |||
| -21.96% | Jan 2022 | Sep 2022 | |||
| -19.65% | Jan 2022 | Sep 2022 | |||
| -15.36% | Jan 2020 | Mar 2020 | |||
| -14.40% | Jan 2020 | Mar 2020 | |||
| -12.82% | May 2011 | Sep 2011 | |||
| -11.30% | May 2002 | Sep 2002 | |||
| -10.79% | May 1998 | Aug 1998 | |||
| -10.66% | May 2011 | Sep 2011 | |||
| -9.97% | Feb 2018 | Dec 2018 | |||
| -9.72% | Jul 1998 | Aug 1998 | |||
| -9.68% | May 2015 | Feb 2016 | |||
| -9.00% | Sep 2018 | Dec 2018 | |||
| -6.90% | Feb 2001 | Sep 2001 | |||
| -5.85% | Feb 1994 | Nov 1994 | |||
| -5.67% | Apr 2012 | May 2012 | |||
| -5.61% | Apr 2015 | Sep 2015 | |||
| -5.54% | Feb 1994 | Mar 1994 | |||
Drawdown comparison chart since January 1985.
Scott Burns Margaritaville Portfolio |
Bill Schultheis Coffeehouse Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -38.70% | Nov 2007 | Feb 2009 | |||
| -33.93% | Nov 2007 | Feb 2009 | |||
| -22.41% | Apr 2000 | Sep 2002 | |||
| -21.96% | Jan 2022 | Sep 2022 | |||
| -19.65% | Jan 2022 | Sep 2022 | |||
| -15.68% | Sep 1987 | Nov 1987 | |||
| -15.36% | Jan 2020 | Mar 2020 | |||
| -15.03% | Sep 1987 | Nov 1987 | |||
| -14.53% | Jan 1990 | Sep 1990 | |||
| -14.40% | Jan 2020 | Mar 2020 | |||
| -12.82% | May 2011 | Sep 2011 | |||
| -11.30% | May 2002 | Sep 2002 | |||
| -10.79% | May 1998 | Aug 1998 | |||
| -10.73% | Jan 1990 | Sep 1990 | |||
| -10.66% | May 2011 | Sep 2011 | |||
| -9.97% | Feb 2018 | Dec 2018 | |||
| -9.72% | Jul 1998 | Aug 1998 | |||
| -9.68% | May 2015 | Feb 2016 | |||
| -9.00% | Sep 2018 | Dec 2018 | |||
| -6.90% | Feb 2001 | Sep 2001 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
| Year | Scott Burns Margaritaville Portfolio | Bill Schultheis Coffeehouse Portfolio |
|---|---|---|
| 2022 |
-16.10% | -14.38% |
| 2021 |
+13.33% | +15.24% |
| 2020 |
+14.40% | +7.45% |
| 2019 |
+20.39% | +18.99% |
| 2018 |
-6.92% | -5.19% |
| 2017 |
+17.22% | +11.02% |
| 2016 |
+7.53% | +11.04% |
| 2015 |
-2.03% | -0.91% |
| 2014 |
+3.95% | +8.90% |
| 2013 |
+13.25% | +15.45% |
| 2012 |
+13.94% | +11.51% |
| 2011 |
+0.08% | +2.80% |
| 2010 |
+11.85% | +14.67% |
| 2009 |
+25.18% | +17.77% |
| 2008 |
-26.90% | -18.65% |
| 2007 |
+10.88% | +2.67% |
| 2006 |
+14.22% | +15.13% |
| 2005 |
+8.11% | +6.39% |
| 2004 |
+13.95% | +13.96% |
| 2003 |
+26.41% | +23.09% |
| 2002 |
-6.46% | -4.97% |
| 2001 |
-7.87% | +2.01% |
| 2000 |
-2.92% | +7.25% |
| 1999 |
+16.49% | +8.30% |
| 1998 |
+16.12% | +7.16% |
| 1997 |
+14.48% | +17.88% |
| 1996 |
+9.11% | +13.71% |
| 1995 |
+21.08% | +22.24% |
| 1994 |
+1.10% | -0.93% |
| 1993 |
+18.69% | +15.63% |
| 1992 |
+1.10% | +9.77% |
| 1991 |
+20.28% | +24.84% |
| 1990 |
-7.54% | -5.30% |
| 1989 |
+19.01% | +17.31% |
| 1988 |
+16.51% | +15.77% |
| 1987 |
+10.87% | +2.99% |
| 1986 |
+31.94% | +20.45% |
| 1985 |
+35.93% | +29.40% |