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
| 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
| 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 |
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.
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.
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.
| 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% |