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 Pinwheel Portfolio obtained a 7.58% compound annual return, with a 10.35% standard deviation, in the last 30 Years.

Summary

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Scott Burns Margaritaville Portfolio Pinwheel Portfolio
Risk High High
Asset Allocation Stocks 67% 65%
Fixed Income 33% 25%
Commodities 0% 10%
30 Years Stats Return +7.34% +7.58%
Std Dev 10.74% 10.35%
Max Drawdown -38.70% -36.89%

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
Pinwheel Portfolio -2.44 -0.17 -13.57 +3.64 +5.23 +7.58 +8.83
(*) 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).

Pinwheel Portfolio: an investment of 1000$, since January 1993, now would be worth 8961.15$, with a total return of 796.12% (7.58% 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).

Pinwheel Portfolio: an investment of 1000$, since January 1985, now would be worth 24939.26$, with a total return of 2393.93% (8.83% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Scott Burns Margaritaville Portfolio
Pinwheel Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.70% Nov 2007 Feb 2009
-36.89% Nov 2007 Feb 2009
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-19.49% Jan 2022 Sep 2022
-14.99% Jan 2020 Mar 2020
-14.40% Jan 2020 Mar 2020
-14.05% May 1998 Aug 1998
-12.82% May 2011 Sep 2011
-12.72% May 2011 Sep 2011
-11.06% Jun 2002 Sep 2002
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-8.88% Feb 2001 Sep 2001
-8.24% Feb 2018 Dec 2018
-7.70% Mar 2015 Jan 2016
-6.85% Feb 1994 Jan 1995
-5.90% Apr 2012 May 2012
-5.84% Sep 2000 Nov 2000

Drawdown comparison chart since January 1985.

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Scott Burns Margaritaville Portfolio
Pinwheel Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.70% Nov 2007 Feb 2009
-36.89% Nov 2007 Feb 2009
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-19.49% Jan 2022 Sep 2022
-15.03% Sep 1987 Nov 1987
-14.99% Jan 2020 Mar 2020
-14.91% Sep 1987 Nov 1987
-14.53% Jan 1990 Sep 1990
-14.40% Jan 2020 Mar 2020
-14.05% May 1998 Aug 1998
-12.82% May 2011 Sep 2011
-12.72% May 2011 Sep 2011
-12.51% Jan 1990 Sep 1990
-11.06% Jun 2002 Sep 2002
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-8.88% Feb 2001 Sep 2001
-8.24% 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 Pinwheel Portfolio
2022
-16.10% -13.57%
2021
+13.33% +13.53%
2020
+14.40% +9.12%
2019
+20.39% +19.31%
2018
-6.92% -6.39%
2017
+17.22% +14.08%
2016
+7.53% +8.63%
2015
-2.03% -2.88%
2014
+3.95% +6.12%
2013
+13.25% +9.02%
2012
+13.94% +12.60%
2011
+0.08% -0.25%
2010
+11.85% +16.08%
2009
+25.18% +24.19%
2008
-26.90% -22.51%
2007
+10.88% +7.60%
2006
+14.22% +19.78%
2005
+8.11% +11.02%
2004
+13.95% +15.19%
2003
+26.41% +28.19%
2002
-6.46% -2.13%
2001
-7.87% -0.61%
2000
-2.92% +1.80%
1999
+16.49% +15.18%
1998
+16.12% +3.43%
1997
+14.48% +8.85%
1996
+9.11% +13.00%
1995
+21.08% +14.60%
1994
+1.10% -2.32%
1993
+18.69% +24.96%
1992
+1.10% +4.01%
1991
+20.28% +29.20%
1990
-7.54% -7.14%
1989
+19.01% +21.94%
1988
+16.51% +14.95%
1987
+10.87% +2.63%
1986
+31.94% +21.90%
1985
+35.93% +27.17%
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