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

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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 +8.29% +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

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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

Time Range:

Drawdowns

Time Range:

Yearly Returns

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

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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%
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