Last Update: 31 August 2021
The Scott Burns Margaritaville Portfolio obtained a 8.98% compound annual return, with a 9.56% standard deviation, in the last 10 years.
The JL Collins Simple Path to Wealth Portfolio obtained a 13.01% compound annual return, with a 10.37% standard deviation, in the last 10 years.
Summary
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| 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 | +8.98% | +13.01% |
| Std Dev | 9.56% | 10.37% | |
| Max Drawdown | -14.40% | -15.47% | |
Last Update: 31 August 2021
Historical Returns
The examinated historical serie starts from June 1991
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| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Scott Burns Margaritaville Portfolio | +1.48 | +3.43 | +10.14 | +21.21 | +11.78 | +11.06 | +8.98 | +8.18 |
| JL Collins Simple Path to Wealth Portfolio | +2.19 | +6.04 | +13.51 | +24.69 | +14.95 | +14.34 | +13.01 | +9.74 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from June 1991.
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| Year | Scott Burns Margaritaville Portfolio | JL Collins Simple Path to Wealth Portfolio |
|---|---|---|
| 2021 |
+11.57% | +15.21% |
| 2020 |
+14.40% | +17.70% |
| 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% |
| 2000 |
-2.92% | -5.08% |
| 1999 |
+16.49% | +17.67% |
| 1998 |
+16.12% | +19.59% |
| 1997 |
+14.48% | +25.61% |
| 1996 |
+9.11% | +16.62% |
| 1995 |
+21.08% | +31.38% |
| 1994 |
+1.10% | -0.79% |
| 1993 |
+18.69% | +10.39% |
| 1992 |
+1.10% | +8.62% |