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 Stocks/Bonds 60/40 Portfolio obtained a 10.46% compound annual return, with a 8.27% 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 +8.29% +10.46%
Std Dev 9.68% 8.27%
Max Drawdown -14.40% -12.29%

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
Stocks/Bonds 60/40 Portfolio +3.78 +9.58 +12.16 +15.53 +10.55 +10.12 +10.46 +6.90
(*) 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 Stocks/Bonds 60/40 Portfolio
2020
+5.29% +8.39%
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%
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