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 JL Collins Simple Path to Wealth Portfolio obtained a 12.14% compound annual return, with a 10.33% standard deviation, in the last 10 years.
Summary
Swipe left to see all data
| Scott Burns Margaritaville Portfolio | JL Collins Simple Path to Wealth Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 67% | 75% |
| Fixed Income | 33% | 25% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +8.29% | +12.14% |
| Std Dev | 9.68% | 10.33% | |
| Max Drawdown | -14.40% | -15.47% | |
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 |
| JL Collins Simple Path to Wealth Portfolio | +5.01 | +11.86 | +14.62 | +17.70 | +11.83 | +11.52 | +12.14 | +7.25 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 2001.
Swipe left to see all data
| Year | Scott Burns Margaritaville Portfolio | JL Collins Simple Path to Wealth Portfolio |
|---|---|---|
| 2020 |
+5.29% | +8.75% |
| 2019 |
+20.39% | +25.21% |
| 2018 |
-6.92% | -3.94% |
| 2017 |
+17.22% | +16.80% |
| 2016 |
+7.53% | +10.25% |
| 2015 |
-2.03% | +0.41% |
| 2014 |
+3.95% | +10.86% |
| 2013 |
+13.25% | +24.56% |
| 2012 |
+13.94% | +13.13% |
| 2011 |
+0.08% | +2.71% |
| 2010 |
+11.85% | +14.62% |
| 2009 |
+25.18% | +22.58% |
| 2008 |
-26.90% | -26.02% |
| 2007 |
+10.88% | +5.76% |
| 2006 |
+14.22% | +12.84% |
| 2005 |
+8.11% | +5.33% |
| 2004 |
+13.95% | +10.65% |
| 2003 |
+26.41% | +24.06% |
| 2002 |
-6.46% | -13.29% |
| 2001 |
-7.87% | -6.12% |