Last Update: 31 August 2020

The Scott Burns Margaritaville Portfolio obtained a 8.29% compound annual return, with a 9.68% standard deviation, in the last 10 years.

The Merrill Lynch Edge Select Moderately Aggressive Portfolio obtained a 9.59% compound annual return, with a 9.89% standard deviation, in the last 10 years.

Summary

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Scott Burns Margaritaville Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
Risk High High
Asset Allocation Stocks 67% 69%
Fixed Income 33% 31%
Commodities 0% 0%
10 Years Stats Return +8.29% +9.59%
Std Dev 9.68% 9.89%
Max Drawdown -14.40% -14.28%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Scott Burns Margaritaville Portfolio +4.09 +10.84 +10.78 +13.27 +7.61 +8.28 +8.29 +5.63
Merrill Lynch Edge Select Moderately Aggressive Portfolio +4.31 +11.77 +12.79 +15.95 +9.35 +9.90 +9.59 +6.88
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

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Year Scott Burns Margaritaville Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
2020
+5.29% +7.24%
2019
+20.39% +22.30%
2018
-6.92% -5.68%
2017
+17.22% +18.60%
2016
+7.53% +8.18%
2015
-2.03% -1.40%
2014
+3.95% +6.31%
2013
+13.25% +16.88%
2012
+13.94% +13.59%
2011
+0.08% -0.71%
2010
+11.85% +13.09%
2009
+25.18% +26.40%
2008
-26.90% -25.92%
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