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 Ted Aronson Family Taxable Portfolio obtained a 7.97% compound annual return, with a 11.48% standard deviation, in the last 30 Years.

Summary

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Scott Burns Margaritaville Portfolio Ted Aronson Family Taxable Portfolio
Risk High High
Asset Allocation Stocks 67% 70%
Fixed Income 33% 30%
Commodities 0% 0%
30 Years Stats Return +7.34% +7.97%
Std Dev 10.74% 11.48%
Max Drawdown -38.70% -38.46%

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
Ted Aronson Family Taxable Portfolio -3.73 -0.27 -17.99 +3.12 +6.23 +7.97 +9.71
(*) 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).

Ted Aronson Family Taxable Portfolio: an investment of 1000$, since January 1993, now would be worth 9977.56$, with a total return of 897.76% (7.97% 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).

Ted Aronson Family Taxable Portfolio: an investment of 1000$, since January 1985, now would be worth 33875.02$, with a total return of 3287.50% (9.71% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Scott Burns Margaritaville Portfolio
Ted Aronson Family Taxable Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.70% Nov 2007 Feb 2009
-38.46% Nov 2007 Feb 2009
-23.76% Jan 2022 Sep 2022
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-19.15% Apr 2000 Sep 2002
-15.50% Jan 2020 Mar 2020
-14.91% May 1998 Aug 1998
-14.40% Jan 2020 Mar 2020
-12.82% May 2011 Sep 2011
-11.35% May 2011 Sep 2011
-11.15% Sep 2018 Dec 2018
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-9.47% May 2015 Jan 2016
-8.05% Feb 1994 Mar 1994
-5.67% Apr 2012 May 2012
-5.54% Feb 1994 Mar 1994
-5.12% Apr 2012 May 2012

Drawdown comparison chart since January 1985.

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Scott Burns Margaritaville Portfolio
Ted Aronson Family Taxable Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.70% Nov 2007 Feb 2009
-38.46% Nov 2007 Feb 2009
-23.76% Jan 2022 Sep 2022
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-19.80% Sep 1987 Nov 1987
-19.15% Apr 2000 Sep 2002
-16.23% Jan 1990 Sep 1990
-15.50% Jan 2020 Mar 2020
-15.03% Sep 1987 Nov 1987
-14.91% May 1998 Aug 1998
-14.53% Jan 1990 Sep 1990
-14.40% Jan 2020 Mar 2020
-12.82% May 2011 Sep 2011
-11.35% May 2011 Sep 2011
-11.15% Sep 2018 Dec 2018
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-9.47% May 2015 Jan 2016

Yearly Returns

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

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Year Scott Burns Margaritaville Portfolio Ted Aronson Family Taxable Portfolio
2022
-16.10% -17.99%
2021
+13.33% +11.93%
2020
+14.40% +14.59%
2019
+20.39% +19.91%
2018
-6.92% -7.55%
2017
+17.22% +18.03%
2016
+7.53% +11.10%
2015
-2.03% -2.35%
2014
+3.95% +5.69%
2013
+13.25% +16.00%
2012
+13.94% +13.70%
2011
+0.08% +1.62%
2010
+11.85% +15.27%
2009
+25.18% +22.79%
2008
-26.90% -23.35%
2007
+10.88% +8.73%
2006
+14.22% +13.15%
2005
+8.11% +11.21%
2004
+13.95% +15.55%
2003
+26.41% +29.19%
2002
-6.46% -6.02%
2001
-7.87% -4.75%
2000
-2.92% -3.43%
1999
+16.49% +21.96%
1998
+16.12% +8.20%
1997
+14.48% +11.05%
1996
+9.11% +9.90%
1995
+21.08% +22.30%
1994
+1.10% -1.76%
1993
+18.69% +27.27%
1992
+1.10% +4.09%
1991
+20.28% +34.68%
1990
-7.54% -8.23%
1989
+19.01% +26.56%
1988
+16.51% +19.56%
1987
+10.87% +1.58%
1986
+31.94% +27.86%
1985
+35.93% +34.27%
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