Last Update: 31 October 2021

The Developed World ex-US 60/40 Momentum Portfolio obtained a 8.41% compound annual return, with a 8.08% standard deviation, in the last 5 Years.

The Scott Burns Margaritaville Portfolio obtained a 11.33% compound annual return, with a 10.09% standard deviation, in the last 5 Years.

Summary

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Developed World ex-US 60/40 Momentum Portfolio Scott Burns Margaritaville Portfolio
Risk High High
Asset Allocation Stocks 60% 67%
Fixed Income 40% 33%
Commodities 0% 0%
5 Years Stats Return +8.41% +11.33%
Std Dev 8.08% 10.09%
Max Drawdown -10.53% -14.40%

Last Update: 31 October 2021

Historical Returns

Comparison period starts from February 2015

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1M 3M 6M 1Y 5Y(*) MAX(*)
Developed World ex-US 60/40 Momentum Portfolio +2.84 +0.53 +1.92 +13.11 +8.41 +6.37
Scott Burns Margaritaville Portfolio +3.65 +2.07 +5.62 +26.21 +11.33 +8.87
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from February 2015.

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Year Developed World ex-US 60/40 Momentum Portfolio Scott Burns Margaritaville Portfolio
2021
+3.15% +12.22%
2020
+15.15% +14.40%
2019
+17.85% +20.39%
2018
-7.45% -6.92%
2017
+16.24% +17.22%
2016
+2.13% +7.53%
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