Simplified Permanent 2x Leveraged vs Scott Burns Margaritaville Portfolio Comparison

Last Update: 29 February 2024

The Simplified Permanent 2x Leveraged Portfolio obtained a 5.86% compound annual return, with a 14.16% standard deviation, in the last 10 Years.

The Scott Burns Margaritaville Portfolio obtained a 6.19% compound annual return, with a 10.70% standard deviation, in the last 10 Years.

Summary

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Simplified Permanent 2x Leveraged Portfolio Scott Burns Margaritaville Portfolio
Portfolio Risk Medium High
Asset Allocation Stocks 25% 67%
Fixed Income 50% 33%
Commodities 25% 0%
10 Years Stats Return +5.86% +6.19%
Std Dev 14.16% 10.70%
Max Drawdown -31.96% -21.96%
All time Stats
(Since Mar 2010)
Return +8.67% +7.38%
Std Dev 13.78% 10.75%
Max Drawdown -31.96% -21.96%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from March 2010

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1M 6M 1Y 5Y 10Y MAX
Simplified Permanent 2x Leveraged Portfolio -0.53 +6.53 +14.06 +6.78 +5.86 +8.67
Scott Burns Margaritaville Portfolio +2.50 +7.87 +14.54 +7.48 +6.19 +7.38
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Simplified Permanent 2x Leveraged Portfolio: an investment of 1$, since March 2014, now would be worth 1.77$, with a total return of 76.74% (5.86% annualized).

Scott Burns Margaritaville Portfolio: an investment of 1$, since March 2014, now would be worth 1.82$, with a total return of 82.38% (6.19% annualized).

Simplified Permanent 2x Leveraged Portfolio: an investment of 1$, since March 2010, now would be worth 3.20$, with a total return of 220.13% (8.67% annualized).

Scott Burns Margaritaville Portfolio: an investment of 1$, since March 2010, now would be worth 2.71$, with a total return of 170.82% (7.38% annualized).

Drawdowns

Drawdown comparison chart since March 2014.

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Simplified Permanent 2x Leveraged Portfolio
Scott Burns Margaritaville Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-31.96% Jan 2022 Sep 2022 (9) In progress (26) 20.48
-21.96% Jan 2022 Sep 2022 (9) In progress (26) 11.18
-14.40% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.43
-13.44% Aug 2016 Dec 2016 (5) Aug 2017 (13) 7.00
-11.33% Feb 2015 Dec 2015 (11) Mar 2016 (14) 7.02
-9.99% Feb 2018 Oct 2018 (9) Mar 2019 (14) 5.75
-9.97% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.17
-9.68% May 2015 Feb 2016 (10) Sep 2016 (17) 4.94
-8.58% Sep 2020 Mar 2021 (7) May 2021 (9) 5.14
-5.95% Sep 2021 Sep 2021 (1) Dec 2021 (4) 2.78
-4.81% Sep 2014 Sep 2014 (1) Jan 2015 (5) 2.54
-3.64% May 2019 May 2019 (1) Jun 2019 (2) 2.10
-3.40% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.95
-3.39% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.78
-3.21% May 2016 May 2016 (1) Jun 2016 (2) 1.85
-3.16% Sep 2014 Sep 2014 (1) Feb 2015 (6) 1.99
-2.96% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.71
-2.87% Jul 2014 Jul 2014 (1) Aug 2014 (2) 1.66
-2.33% Sep 2017 Sep 2017 (1) Dec 2017 (4) 1.29
-2.13% Sep 2019 Sep 2019 (1) Oct 2019 (2) 1.23

Drawdown comparison chart since March 2010.

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Simplified Permanent 2x Leveraged Portfolio
Scott Burns Margaritaville Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-31.96% Jan 2022 Sep 2022 (9) In progress (26) 20.48
-21.96% Jan 2022 Sep 2022 (9) In progress (26) 11.18
-14.40% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.43
-13.44% Aug 2016 Dec 2016 (5) Aug 2017 (13) 7.00
-12.86% Oct 2012 Jun 2013 (9) Feb 2014 (17) 5.68
-12.82% May 2011 Sep 2011 (5) Feb 2012 (10) 5.70
-11.33% Feb 2015 Dec 2015 (11) Mar 2016 (14) 7.02
-9.99% Feb 2018 Oct 2018 (9) Mar 2019 (14) 5.75
-9.97% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.17
-9.68% May 2015 Feb 2016 (10) Sep 2016 (17) 4.94
-8.58% Sep 2020 Mar 2021 (7) May 2021 (9) 5.14
-8.15% May 2010 Jun 2010 (2) Sep 2010 (5) 4.82
-7.47% Sep 2011 Sep 2011 (1) Jan 2012 (5) 3.98
-5.95% Sep 2021 Sep 2021 (1) Dec 2021 (4) 2.78
-5.67% Apr 2012 May 2012 (2) Aug 2012 (5) 2.64
-4.81% Sep 2014 Sep 2014 (1) Jan 2015 (5) 2.54
-4.31% May 2013 Jun 2013 (2) Sep 2013 (5) 2.21
-3.69% May 2012 May 2012 (1) Jul 2012 (3) 1.99
-3.64% May 2019 May 2019 (1) Jun 2019 (2) 2.10
-3.40% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.95

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
-0.59%
-0.59%
+2.45%
-0.06%
2023
+15.62%
-11.16%
+15.17%
-7.90%
2022
-26.74%
-31.96%
-16.10%
-21.96%
2021
+8.10%
-7.85%
+13.33%
-2.96%
2020
+24.56%
-6.86%
+14.40%
-14.40%
2019
+30.31%
-2.13%
+20.39%
-3.64%
2018
-6.20%
-9.99%
-6.92%
-9.97%
2017
+18.32%
-2.33%
+17.22%
0.00%
2016
+8.57%
-13.44%
+7.53%
-3.63%
2015
-4.99%
-11.33%
-2.03%
-8.70%
2014
+13.48%
-4.81%
+3.95%
-3.16%
2013
-1.57%
-11.75%
+13.25%
-4.31%
2012
+13.11%
-4.01%
+13.94%
-5.67%
2011
+17.58%
-7.47%
+0.08%
-12.82%