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 Golden Butterfly Portfolio obtained a 7.65% compound annual return, with a 7.41% standard deviation, in the last 30 Years.
Summary
| Scott Burns Margaritaville Portfolio | Golden Butterfly Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 67% | 40% |
| Fixed Income | 33% | 40% | |
| Commodities | 0% | 20% | |
| 30 Years Stats | Return | +7.34% | +7.65% |
| Std Dev | 10.74% | 7.41% | |
| Max Drawdown | -38.70% | -17.79% | |
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 |
| Golden Butterfly Portfolio | -2.27 | -1.09 | -13.35 | +4.11 | +5.32 | +7.65 | +8.53 |
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).
Golden Butterfly Portfolio: an investment of 1000$, since January 1993, now would be worth 9127.75$, with a total return of 812.77% (7.65% 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).
Golden Butterfly Portfolio: an investment of 1000$, since January 1985, now would be worth 22449.53$, with a total return of 2144.95% (8.53% annualized).
Drawdowns
Drawdown comparison chart since December 1992.
Scott Burns Margaritaville Portfolio |
Golden Butterfly Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -38.70% | Nov 2007 | Feb 2009 | |||
| -22.41% | Apr 2000 | Sep 2002 | |||
| -21.96% | Jan 2022 | Sep 2022 | |||
| -17.79% | Jan 2022 | Sep 2022 | |||
| -14.81% | Mar 2008 | Feb 2009 | |||
| -14.40% | Jan 2020 | Mar 2020 | |||
| -12.82% | May 2011 | Sep 2011 | |||
| -9.97% | Feb 2018 | Dec 2018 | |||
| -9.72% | Jul 1998 | Aug 1998 | |||
| -9.68% | May 2015 | Feb 2016 | |||
| -9.44% | May 1998 | Aug 1998 | |||
| -7.16% | Feb 2020 | Mar 2020 | |||
| -6.86% | Jun 2002 | Jul 2002 | |||
| -6.37% | Sep 2018 | Dec 2018 | |||
| -6.25% | Feb 2015 | Sep 2015 | |||
| -5.67% | Apr 2012 | May 2012 | |||
| -5.54% | Feb 1994 | Mar 1994 | |||
| -4.99% | Feb 2001 | Mar 2001 | |||
| -4.68% | Aug 1997 | Aug 1997 | |||
| -4.64% | Feb 1994 | Jun 1994 | |||
Drawdown comparison chart since January 1985.
Scott Burns Margaritaville Portfolio |
Golden Butterfly Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -38.70% | Nov 2007 | Feb 2009 | |||
| -22.41% | Apr 2000 | Sep 2002 | |||
| -21.96% | Jan 2022 | Sep 2022 | |||
| -17.79% | Jan 2022 | Sep 2022 | |||
| -15.03% | Sep 1987 | Nov 1987 | |||
| -14.81% | Mar 2008 | Feb 2009 | |||
| -14.53% | Jan 1990 | Sep 1990 | |||
| -14.40% | Jan 2020 | Mar 2020 | |||
| -12.82% | May 2011 | Sep 2011 | |||
| -10.93% | Sep 1987 | Nov 1987 | |||
| -9.97% | Feb 2018 | Dec 2018 | |||
| -9.72% | Jul 1998 | Aug 1998 | |||
| -9.68% | May 2015 | Feb 2016 | |||
| -9.44% | May 1998 | Aug 1998 | |||
| -7.94% | Jan 1990 | Oct 1990 | |||
| -7.16% | Feb 2020 | Mar 2020 | |||
| -6.86% | Jun 2002 | Jul 2002 | |||
| -6.37% | Sep 2018 | Dec 2018 | |||
| -6.25% | Feb 2015 | Sep 2015 | |||
| -5.71% | Jan 1992 | Mar 1992 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
| Year | Scott Burns Margaritaville Portfolio | Golden Butterfly Portfolio |
|---|---|---|
| 2022 |
-16.10% | -13.35% |
| 2021 |
+13.33% | +9.35% |
| 2020 |
+14.40% | +13.93% |
| 2019 |
+20.39% | +18.03% |
| 2018 |
-6.92% | -4.03% |
| 2017 |
+17.22% | +10.96% |
| 2016 |
+7.53% | +10.82% |
| 2015 |
-2.03% | -3.71% |
| 2014 |
+3.95% | +9.13% |
| 2013 |
+13.25% | +6.26% |
| 2012 |
+13.94% | +8.84% |
| 2011 |
+0.08% | +8.86% |
| 2010 |
+11.85% | +16.54% |
| 2009 |
+25.18% | +10.77% |
| 2008 |
-26.90% | -4.18% |
| 2007 |
+10.88% | +9.58% |
| 2006 |
+14.22% | +12.44% |
| 2005 |
+8.11% | +8.04% |
| 2004 |
+13.95% | +9.88% |
| 2003 |
+26.41% | +18.85% |
| 2002 |
-6.46% | +3.15% |
| 2001 |
-7.87% | +2.71% |
| 2000 |
-2.92% | +6.88% |
| 1999 |
+16.49% | +4.24% |
| 1998 |
+16.12% | +8.03% |
| 1997 |
+14.48% | +13.09% |
| 1996 |
+9.11% | +8.18% |
| 1995 |
+21.08% | +21.86% |
| 1994 |
+1.10% | -1.98% |
| 1993 |
+18.69% | +14.50% |
| 1992 |
+1.10% | +9.15% |
| 1991 |
+20.28% | +19.14% |
| 1990 |
-7.54% | -2.51% |
| 1989 |
+19.01% | +14.78% |
| 1988 |
+16.51% | +9.18% |
| 1987 |
+10.87% | +5.10% |
| 1986 |
+31.94% | +17.75% |
| 1985 |
+35.93% | +25.09% |