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 Portfolio obtained a 7.87% compound annual return, with a 9.40% standard deviation, in the last 30 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%
30 Years Stats Return +7.34% +7.87%
Std Dev 10.74% 9.40%
Max Drawdown -38.70% -30.55%

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 Portfolio -3.80 -0.03 -16.95 +5.40 +7.82 +7.87 +9.10
(*) 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 Portfolio: an investment of 1000$, since January 1993, now would be worth 9710.81$, with a total return of 871.08% (7.87% 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 Portfolio: an investment of 1000$, since January 1985, now would be worth 27360.45$, with a total return of 2636.04% (9.10% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Scott Burns Margaritaville Portfolio
Stocks/Bonds 60/40 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.70% Nov 2007 Feb 2009
-30.55% Nov 2007 Feb 2009
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-21.56% Sep 2000 Sep 2002
-20.69% Jan 2022 Sep 2022
-14.40% Jan 2020 Mar 2020
-12.82% May 2011 Sep 2011
-12.29% Feb 2020 Mar 2020
-10.18% Jul 1998 Aug 1998
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-9.00% May 2011 Sep 2011
-8.38% Sep 2018 Dec 2018
-6.47% Feb 1994 Jun 1994
-5.67% Apr 2012 May 2012
-5.54% Feb 1994 Mar 1994
-5.35% Apr 2000 May 2000
-5.24% Jun 2015 Sep 2015

Drawdown comparison chart since January 1985.

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Scott Burns Margaritaville Portfolio
Stocks/Bonds 60/40 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.70% Nov 2007 Feb 2009
-30.55% Nov 2007 Feb 2009
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-21.56% Sep 2000 Sep 2002
-20.69% Jan 2022 Sep 2022
-19.17% 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
-12.29% Feb 2020 Mar 2020
-10.18% Jul 1998 Aug 1998
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-9.00% May 2011 Sep 2011
-8.52% Jul 1990 Oct 1990
-8.38% Sep 2018 Dec 2018
-6.47% 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 Portfolio
2022
-16.10% -16.95%
2021
+13.33% +14.66%
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%
1991
+20.28% +25.53%
1990
-7.54% -0.19%
1989
+19.01% +22.33%
1988
+16.51% +13.33%
1987
+10.87% +2.18%
1986
+31.94% +14.79%
1985
+35.93% +27.66%
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