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
| 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
| 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 |
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.
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.
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.
| 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% |