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 Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.43% compound annual return, with a 11.53% standard deviation, in the last 30 Years.

Summary

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Scott Burns Margaritaville Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
Risk High High
Asset Allocation Stocks 67% 71%
Fixed Income 33% 29%
Commodities 0% 0%
30 Years Stats Return +7.34% +8.43%
Std Dev 10.74% 11.53%
Max Drawdown -38.70% -41.80%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 1985

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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
Burton Malkiel Late Sixties and Beyond Portfolio -3.14 +0.80 -16.23 +4.17 +6.46 +8.43 +9.66
(*) Returns over 1 year are annualized

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).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since January 1993, now would be worth 11339.88$, with a total return of 1033.99% (8.43% 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).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since January 1985, now would be worth 33280.93$, with a total return of 3228.09% (9.66% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Scott Burns Margaritaville Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-38.70% Nov 2007 Feb 2009
-22.44% Jan 2022 Sep 2022
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-14.40% Jan 2020 Mar 2020
-13.38% May 2011 Sep 2011
-12.82% May 2011 Sep 2011
-12.20% May 2002 Sep 2002
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-9.27% Feb 2001 Sep 2001
-8.08% Feb 2018 Dec 2018
-7.72% Mar 2015 Sep 2015
-7.20% Feb 1994 Mar 1994
-7.04% Apr 2004 Apr 2004
-6.12% Sep 2000 Nov 2000

Drawdown comparison chart since January 1985.

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Scott Burns Margaritaville Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-38.70% Nov 2007 Feb 2009
-22.44% Jan 2022 Sep 2022
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-19.08% Sep 1987 Nov 1987
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-15.03% Sep 1987 Nov 1987
-14.53% Jan 1990 Sep 1990
-14.40% Jan 2020 Mar 2020
-13.63% Aug 1990 Sep 1990
-13.38% May 2011 Sep 2011
-12.82% May 2011 Sep 2011
-12.20% May 2002 Sep 2002
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-9.27% Feb 2001 Sep 2001
-8.08% Feb 2018 Dec 2018

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Scott Burns Margaritaville Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
2022
-16.10% -16.23%
2021
+13.33% +15.40%
2020
+14.40% +10.03%
2019
+20.39% +22.55%
2018
-6.92% -5.90%
2017
+17.22% +16.49%
2016
+7.53% +8.48%
2015
-2.03% -1.63%
2014
+3.95% +9.01%
2013
+13.25% +12.49%
2012
+13.94% +14.20%
2011
+0.08% +1.01%
2010
+11.85% +14.47%
2009
+25.18% +25.30%
2008
-26.90% -26.02%
2007
+10.88% +5.18%
2006
+14.22% +20.06%
2005
+8.11% +9.86%
2004
+13.95% +14.78%
2003
+26.41% +29.73%
2002
-6.46% -5.70%
2001
-7.87% +5.85%
2000
-2.92% +2.46%
1999
+16.49% +12.48%
1998
+16.12% +5.92%
1997
+14.48% +15.13%
1996
+9.11% +18.95%
1995
+21.08% +20.20%
1994
+1.10% -3.17%
1993
+18.69% +23.51%
1992
+1.10% +4.84%
1991
+20.28% +33.86%
1990
-7.54% -5.42%
1989
+19.01% +26.07%
1988
+16.51% +16.73%
1987
+10.87% -0.94%
1986
+31.94% +18.93%
1985
+35.93% +27.52%
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