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 Stocks/Bonds 60/40 Portfolio obtained a 11.06% compound annual return, with a 8.36% standard deviation, in the last 10 years.
Summary
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| Scott Burns Margaritaville Portfolio | Stocks/Bonds 60/40 Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 67% | 60% |
| Fixed Income | 33% | 40% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +8.98% | +11.06% |
| Std Dev | 9.56% | 8.36% | |
| Max Drawdown | -14.40% | -12.29% | |
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 |
| Stocks/Bonds 60/40 Portfolio | +1.76 | +5.28 | +11.21 | +19.56 | +13.13 | +12.13 | +11.06 | +9.02 |
(*) 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 | Stocks/Bonds 60/40 Portfolio |
|---|---|---|
| 2021 |
+11.57% | +12.01% |
| 2020 |
+14.40% | +15.70% |
| 2019 |
+20.39% | +21.94% |
| 2018 |
-6.92% | -3.17% |
| 2017 |
+17.22% | +14.15% |
| 2016 |
+7.53% | +8.71% |
| 2015 |
-2.03% | +0.44% |
| 2014 |
+3.95% | +9.85% |
| 2013 |
+13.25% | +19.23% |
| 2012 |
+13.94% | +11.13% |
| 2011 |
+0.08% | +3.75% |
| 2010 |
+11.85% | +12.93% |
| 2009 |
+25.18% | +18.79% |
| 2008 |
-26.90% | -19.44% |
| 2007 |
+10.88% | +5.99% |
| 2006 |
+14.22% | +11.12% |
| 2005 |
+8.11% | +4.74% |
| 2004 |
+13.95% | +9.37% |
| 2003 |
+26.41% | +20.04% |
| 2002 |
-6.46% | -8.98% |
| 2001 |
-7.87% | -3.21% |
| 2000 |
-2.92% | -1.79% |
| 1999 |
+16.49% | +13.98% |
| 1998 |
+16.12% | +17.39% |
| 1997 |
+14.48% | +22.37% |
| 1996 |
+9.11% | +14.01% |
| 1995 |
+21.08% | +28.74% |
| 1994 |
+1.10% | -1.16% |
| 1993 |
+18.69% | +10.25% |
| 1992 |
+1.10% | +8.32% |