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 60/40 Momentum Portfolio obtained a 9.59% compound annual return, with a 9.38% standard deviation, in the last 30 Years.

Summary

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Scott Burns Margaritaville Portfolio Stocks/Bonds 60/40 Momentum Portfolio
Risk High High
Asset Allocation Stocks 67% 60%
Fixed Income 33% 40%
Commodities 0% 0%
30 Years Stats Return +7.34% +9.59%
Std Dev 10.74% 9.38%
Max Drawdown -38.70% -32.52%

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 60/40 Momentum Portfolio -2.66 +3.35 -16.20 +5.23 +8.87 +9.59 +10.75
(*) 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 60/40 Momentum Portfolio: an investment of 1000$, since January 1993, now would be worth 15604.12$, with a total return of 1460.41% (9.59% 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 60/40 Momentum Portfolio: an investment of 1000$, since January 1985, now would be worth 48477.79$, with a total return of 4747.78% (10.75% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Scott Burns Margaritaville Portfolio
Stocks/Bonds 60/40 Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.70% Nov 2007 Feb 2009
-32.52% Nov 2007 Feb 2009
-24.21% Nov 2021 Sep 2022
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-21.14% Sep 2000 Sep 2002
-14.40% Jan 2020 Mar 2020
-12.82% May 2011 Sep 2011
-10.73% Feb 2020 Mar 2020
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-9.29% Oct 2018 Dec 2018
-7.14% May 2011 Sep 2011
-6.78% Aug 1998 Aug 1998
-6.35% Feb 1994 Jun 1994
-5.67% Apr 2012 May 2012
-5.54% Feb 1994 Mar 1994
-5.20% Sep 2020 Oct 2020
-4.68% Aug 1997 Aug 1997

Drawdown comparison chart since January 1985.

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Scott Burns Margaritaville Portfolio
Stocks/Bonds 60/40 Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.70% Nov 2007 Feb 2009
-32.52% Nov 2007 Feb 2009
-24.21% Nov 2021 Sep 2022
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-21.14% Sep 2000 Sep 2002
-20.08% 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
-10.73% Feb 2020 Mar 2020
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-9.29% Oct 2018 Dec 2018
-7.66% Aug 1990 Sep 1990
-7.14% May 2011 Sep 2011
-6.78% Aug 1998 Aug 1998
-6.35% Feb 1994 Jun 1994

Yearly Returns

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

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Year Scott Burns Margaritaville Portfolio Stocks/Bonds 60/40 Momentum Portfolio
2022
-16.10% -16.20%
2021
+13.33% +7.27%
2020
+14.40% +20.99%
2019
+20.39% +19.89%
2018
-6.92% -1.04%
2017
+17.22% +23.93%
2016
+7.53% +4.01%
2015
-2.03% +5.58%
2014
+3.95% +11.10%
2013
+13.25% +19.91%
2012
+13.94% +10.22%
2011
+0.08% +6.73%
2010
+11.85% +13.29%
2009
+25.18% +11.92%
2008
-26.90% -21.83%
2007
+10.88% +13.35%
2006
+14.22% +8.04%
2005
+8.11% +12.44%
2004
+13.95% +11.72%
2003
+26.41% +17.18%
2002
-6.46% -4.07%
2001
-7.87% -7.04%
2000
-2.92% -1.21%
1999
+16.49% +23.95%
1998
+16.12% +32.69%
1997
+14.48% +25.89%
1996
+9.11% +19.33%
1995
+21.08% +32.67%
1994
+1.10% -1.72%
1993
+18.69% +11.81%
1992
+1.10% +5.45%
1991
+20.28% +28.24%
1990
-7.54% +4.36%
1989
+19.01% +31.11%
1988
+16.51% +7.18%
1987
+10.87% +2.02%
1986
+31.94% +19.66%
1985
+35.93% +28.33%
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