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 Stocks/Bonds 40/60 Momentum Portfolio obtained a 8.00% compound annual return, with a 6.81% standard deviation, in the last 30 Years.

Summary

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Scott Burns Margaritaville Portfolio Stocks/Bonds 40/60 Momentum Portfolio
Risk High Medium
Asset Allocation Stocks 67% 40%
Fixed Income 33% 60%
Commodities 0% 0%
30 Years Stats Return +7.34% +8.00%
Std Dev 10.74% 6.81%
Max Drawdown -38.70% -21.11%

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
Stocks/Bonds 40/60 Momentum Portfolio -2.03 +1.06 -15.17 +3.52 +6.31 +8.00 +9.22
(*) 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).

Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1000$, since January 1993, now would be worth 10065.78$, with a total return of 906.58% (8.00% 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).

Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1000$, since January 1985, now would be worth 28563.77$, with a total return of 2756.38% (9.22% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Scott Burns Margaritaville Portfolio
Stocks/Bonds 40/60 Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.70% Nov 2007 Feb 2009
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-21.11% Nov 2021 Sep 2022
-20.54% Nov 2007 Feb 2009
-14.40% Jan 2020 Mar 2020
-12.82% May 2011 Sep 2011
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-8.48% Feb 2001 Sep 2002
-7.10% Feb 2020 Mar 2020
-5.91% Feb 1994 Jun 1994
-5.89% Oct 2018 Dec 2018
-5.67% Apr 2012 May 2012
-5.54% Feb 1994 Mar 1994
-4.68% Aug 1997 Aug 1997
-4.43% Nov 1993 Nov 1993
-4.31% May 2013 Jun 2013
-4.13% Aug 1998 Aug 1998

Drawdown comparison chart since January 1985.

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Scott Burns Margaritaville Portfolio
Stocks/Bonds 40/60 Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.70% Nov 2007 Feb 2009
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-21.11% Nov 2021 Sep 2022
-20.54% Nov 2007 Feb 2009
-15.03% Sep 1987 Nov 1987
-14.53% Jan 1990 Sep 1990
-14.40% Jan 2020 Mar 2020
-13.77% Sep 1987 Nov 1987
-12.82% May 2011 Sep 2011
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-8.48% Feb 2001 Sep 2002
-7.10% Feb 2020 Mar 2020
-5.91% Feb 1994 Jun 1994
-5.89% Oct 2018 Dec 2018
-5.71% Jan 1992 Mar 1992
-5.67% Apr 2012 May 2012
-5.54% Feb 1994 Mar 1994

Yearly Returns

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

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Year Scott Burns Margaritaville Portfolio Stocks/Bonds 40/60 Momentum Portfolio
2022
-16.10% -15.17%
2021
+13.33% +4.23%
2020
+14.40% +16.57%
2019
+20.39% +16.20%
2018
-6.92% -0.73%
2017
+17.22% +17.14%
2016
+7.53% +3.51%
2015
-2.03% +3.91%
2014
+3.95% +9.34%
2013
+13.25% +12.57%
2012
+13.94% +7.87%
2011
+0.08% +7.13%
2010
+11.85% +10.93%
2009
+25.18% +9.16%
2008
-26.90% -12.27%
2007
+10.88% +11.21%
2006
+14.22% +6.78%
2005
+8.11% +9.09%
2004
+13.95% +9.22%
2003
+26.41% +12.78%
2002
-6.46% +0.04%
2001
-7.87% -1.88%
2000
-2.92% +2.99%
1999
+16.49% +15.71%
1998
+16.12% +24.65%
1997
+14.48% +20.41%
1996
+9.11% +14.08%
1995
+21.08% +27.84%
1994
+1.10% -2.03%
1993
+18.69% +11.10%
1992
+1.10% +6.01%
1991
+20.28% +23.91%
1990
-7.54% +5.79%
1989
+19.01% +25.29%
1988
+16.51% +7.24%
1987
+10.87% +1.86%
1986
+31.94% +18.14%
1985
+35.93% +26.30%
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