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 DFA Dimensional 2030 Retirement Income Portfolio obtained a 7.42% compound annual return, with a 9.12% standard deviation, in the last 30 Years.

Summary

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Scott Burns Margaritaville Portfolio DFA Dimensional 2030 Retirement Income Portfolio
Risk High High
Asset Allocation Stocks 67% 55.9%
Fixed Income 33% 44.1%
Commodities 0% 0%
30 Years Stats Return +7.34% +7.42%
Std Dev 10.74% 9.12%
Max Drawdown -38.70% -31.78%

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
DFA Dimensional 2030 Retirement Income Portfolio -3.08 -0.77 -15.68 +4.01 +5.69 +7.42 +9.01
(*) 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).

DFA Dimensional 2030 Retirement Income Portfolio: an investment of 1000$, since January 1993, now would be worth 8549.67$, with a total return of 754.97% (7.42% 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).

DFA Dimensional 2030 Retirement Income Portfolio: an investment of 1000$, since January 1985, now would be worth 26548.09$, with a total return of 2554.81% (9.01% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Scott Burns Margaritaville Portfolio
DFA Dimensional 2030 Retirement Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.70% Nov 2007 Feb 2009
-31.78% Nov 2007 Feb 2009
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-20.34% Jan 2022 Sep 2022
-15.10% Sep 2000 Sep 2002
-14.40% Jan 2020 Mar 2020
-12.82% May 2011 Sep 2011
-11.58% Feb 2020 Mar 2020
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-9.50% May 2011 Sep 2011
-8.22% Jul 1998 Aug 1998
-7.57% Feb 2018 Dec 2018
-7.01% May 2015 Jan 2016
-6.92% Feb 1994 Jun 1994
-5.67% Apr 2012 May 2012
-5.54% Feb 1994 Mar 1994
-4.68% Aug 1997 Aug 1997

Drawdown comparison chart since January 1985.

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Scott Burns Margaritaville Portfolio
DFA Dimensional 2030 Retirement Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.70% Nov 2007 Feb 2009
-31.78% Nov 2007 Feb 2009
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-20.34% Jan 2022 Sep 2022
-15.36% Sep 1987 Nov 1987
-15.10% Sep 2000 Sep 2002
-15.03% Sep 1987 Nov 1987
-14.53% Jan 1990 Sep 1990
-14.40% Jan 2020 Mar 2020
-12.82% May 2011 Sep 2011
-11.58% Feb 2020 Mar 2020
-10.69% Aug 1990 Sep 1990
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-9.50% May 2011 Sep 2011
-8.22% Jul 1998 Aug 1998
-7.57% Feb 2018 Dec 2018
-7.46% Jan 1990 Apr 1990

Yearly Returns

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

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Year Scott Burns Margaritaville Portfolio DFA Dimensional 2030 Retirement Income Portfolio
2022
-16.10% -15.68%
2021
+13.33% +12.36%
2020
+14.40% +13.87%
2019
+20.39% +18.74%
2018
-6.92% -4.97%
2017
+17.22% +14.85%
2016
+7.53% +7.26%
2015
-2.03% -1.32%
2014
+3.95% +5.23%
2013
+13.25% +11.66%
2012
+13.94% +12.36%
2011
+0.08% +2.36%
2010
+11.85% +10.90%
2009
+25.18% +22.15%
2008
-26.90% -21.57%
2007
+10.88% +10.20%
2006
+14.22% +11.79%
2005
+8.11% +7.33%
2004
+13.95% +11.75%
2003
+26.41% +22.57%
2002
-6.46% -4.09%
2001
-7.87% -3.94%
2000
-2.92% -0.49%
1999
+16.49% +15.39%
1998
+16.12% +15.08%
1997
+14.48% +14.36%
1996
+9.11% +10.23%
1995
+21.08% +22.89%
1994
+1.10% -1.78%
1993
+18.69% +19.97%
1992
+1.10% +3.96%
1991
+20.28% +26.29%
1990
-7.54% -2.02%
1989
+19.01% +23.94%
1988
+16.51% +14.85%
1987
+10.87% +4.04%
1986
+31.94% +23.82%
1985
+35.93% +31.63%
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