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 Roger Gibson Talmud Portfolio obtained a 9.43% compound annual return, with a 9.26% standard deviation, in the last 10 years.

Summary

Swipe left to see all data
Scott Burns Margaritaville Portfolio Roger Gibson Talmud Portfolio
Risk High High
Asset Allocation Stocks 67% 66.67%
Fixed Income 33% 33.33%
Commodities 0% 0%
10 Years Stats Return +8.29% +9.43%
Std Dev 9.68% 9.26%
Max Drawdown -14.40% -15.15%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2001

Swipe left to see all data
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 +6.42
Roger Gibson Talmud Portfolio +2.22 +7.66 +5.59 +6.48 +7.66 +8.35 +9.43 +7.81
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2001.

Swipe left to see all data
Year Scott Burns Margaritaville Portfolio Roger Gibson Talmud Portfolio
2020
+5.29% +1.98%
2019
+20.39% +22.79%
2018
-6.92% -3.78%
2017
+17.22% +9.90%
2016
+7.53% +7.99%
2015
-2.03% +1.11%
2014
+3.95% +16.24%
2013
+13.25% +11.22%
2012
+13.94% +12.41%
2011
+0.08% +5.83%
2010
+11.85% +17.33%
2009
+25.18% +20.87%
2008
-26.90% -22.37%
2007
+10.88% -1.40%
2006
+14.22% +18.42%
2005
+8.11% +6.88%
2004
+13.95% +15.93%
2003
+26.41% +23.46%
2002
-6.46% -2.82%
2001
-7.87% +3.27%
Share this page