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 Scott Burns Couch Potato Portfolio obtained a 7.89% compound annual return, with a 8.62% standard deviation, in the last 30 Years.

Summary

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Scott Burns Margaritaville Portfolio Scott Burns Couch Potato Portfolio
Risk High Medium
Asset Allocation Stocks 67% 50%
Fixed Income 33% 50%
Commodities 0% 0%
30 Years Stats Return +7.34% +7.89%
Std Dev 10.74% 8.62%
Max Drawdown -38.70% -27.04%

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
Scott Burns Couch Potato Portfolio -3.55 -1.33 -16.31 +5.34 +6.67 +7.89 +9.15
(*) 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).

Scott Burns Couch Potato Portfolio: an investment of 1000$, since January 1993, now would be worth 9747.98$, with a total return of 874.80% (7.89% 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).

Scott Burns Couch Potato Portfolio: an investment of 1000$, since January 1985, now would be worth 27868.10$, with a total return of 2686.81% (9.15% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Scott Burns Margaritaville Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.70% Nov 2007 Feb 2009
-27.04% Nov 2007 Feb 2009
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-19.77% Jan 2022 Sep 2022
-14.40% Jan 2020 Mar 2020
-12.82% May 2011 Sep 2011
-10.72% Feb 2020 Mar 2020
-10.30% Sep 2000 Sep 2002
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-8.78% Feb 1994 Jun 1994
-8.06% Sep 2018 Dec 2018
-8.06% Jul 1998 Aug 1998
-6.25% May 2011 Sep 2011
-6.09% May 2010 Jun 2010
-5.67% Apr 2012 May 2012
-5.54% Feb 1994 Mar 1994
-5.47% Mar 2015 Sep 2015

Drawdown comparison chart since January 1985.

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Scott Burns Margaritaville Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.70% Nov 2007 Feb 2009
-27.04% Nov 2007 Feb 2009
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-19.77% Jan 2022 Sep 2022
-16.03% Sep 1987 Nov 1987
-15.03% Sep 1987 Nov 1987
-14.53% Jan 1990 Sep 1990
-14.40% Jan 2020 Mar 2020
-12.82% May 2011 Sep 2011
-10.72% Feb 2020 Mar 2020
-10.30% Sep 2000 Sep 2002
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-8.78% Feb 1994 Jun 1994
-8.06% Sep 2018 Dec 2018
-8.06% Jul 1998 Aug 1998
-7.58% Aug 1990 Sep 1990
-6.25% May 2011 Sep 2011

Yearly Returns

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

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Year Scott Burns Margaritaville Portfolio Scott Burns Couch Potato Portfolio
2022
-16.10% -16.31%
2021
+13.33% +15.67%
2020
+14.40% +15.93%
2019
+20.39% +19.51%
2018
-6.92% -3.32%
2017
+17.22% +12.07%
2016
+7.53% +8.75%
2015
-2.03% -0.70%
2014
+3.95% +8.07%
2013
+13.25% +12.48%
2012
+13.94% +11.42%
2011
+0.08% +7.12%
2010
+11.85% +11.78%
2009
+25.18% +18.92%
2008
-26.90% -18.47%
2007
+10.88% +8.64%
2006
+14.22% +7.99%
2005
+8.11% +4.40%
2004
+13.95% +10.53%
2003
+26.41% +19.38%
2002
-6.46% -1.93%
2001
-7.87% -1.68%
2000
-2.92% +3.54%
1999
+16.49% +9.67%
1998
+16.12% +16.26%
1997
+14.48% +21.85%
1996
+9.11% +11.14%
1995
+21.08% +29.40%
1994
+1.10% -3.21%
1993
+18.69% +13.19%
1992
+1.10% +8.92%
1991
+20.28% +25.50%
1990
-7.54% +1.06%
1989
+19.01% +21.95%
1988
+16.51% +11.91%
1987
+10.87% +1.19%
1986
+31.94% +16.48%
1985
+35.93% +28.66%
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