All Country World 80/20 vs Scott Burns Margaritaville Portfolio Comparison

Last Update: 31 May 2023

The All Country World 80/20 Portfolio obtained a 6.32% compound annual return, with a 12.69% standard deviation, in the last 30 Years.

The Scott Burns Margaritaville Portfolio obtained a 7.07% compound annual return, with a 10.78% standard deviation, in the last 30 Years.

Summary

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All Country World 80/20 Portfolio Scott Burns Margaritaville Portfolio
Risk Very High High
Asset Allocation Stocks 80% 67%
Fixed Income 20% 33%
Commodities 0% 0%
30 Years Stats Return +6.32% +7.07%
Std Dev 12.69% 10.78%
Max Drawdown -47.32% -38.70%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
All Country World 80/20 Portfolio -1.11 +2.37 +0.29 +5.56 +6.85 +6.32 +8.16
Scott Burns Margaritaville Portfolio -1.55 +2.02 -1.46 +5.12 +5.94 +7.07 +8.99
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

All Country World 80/20 Portfolio: an investment of 1000$, since June 1993, now would be worth 6285.17$, with a total return of 528.52% (6.32% annualized).

Scott Burns Margaritaville Portfolio: an investment of 1000$, since June 1993, now would be worth 7770.49$, with a total return of 677.05% (7.07% annualized).

All Country World 80/20 Portfolio: an investment of 1000$, since January 1985, now would be worth 20324.20$, with a total return of 1932.42% (8.16% annualized).

Scott Burns Margaritaville Portfolio: an investment of 1000$, since January 1985, now would be worth 27339.89$, with a total return of 2633.99% (8.99% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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All Country World 80/20 Portfolio
Scott Burns Margaritaville Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-47.32% Nov 2007 Feb 2009
-38.70% Nov 2007 Feb 2009
-36.69% Apr 2000 Sep 2002
-23.52% Jan 2022 Sep 2022
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-17.97% Jan 2020 Mar 2020
-14.40% Jan 2020 Mar 2020
-12.82% May 2011 Sep 2011
-12.27% May 1998 Aug 1998
-11.51% Feb 2018 Dec 2018
-10.78% Jun 2015 Feb 2016
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-6.57% Aug 1997 Oct 1997
-5.88% Feb 1994 Mar 1994
-5.67% Apr 2012 May 2012
-5.54% Feb 1994 Mar 1994
-4.68% Aug 1997 Aug 1997

Drawdown comparison chart since January 1985.

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All Country World 80/20 Portfolio
Scott Burns Margaritaville Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-47.32% Nov 2007 Feb 2009
-38.70% Nov 2007 Feb 2009
-36.69% Apr 2000 Sep 2002
-23.52% Jan 2022 Sep 2022
-22.41% Apr 2000 Sep 2002
-22.19% Sep 1987 Nov 1987
-21.96% Jan 2022 Sep 2022
-19.99% Jan 1990 Sep 1990
-17.97% Jan 2020 Mar 2020
-15.03% Sep 1987 Nov 1987
-14.53% Jan 1990 Sep 1990
-14.40% Jan 2020 Mar 2020
-12.82% May 2011 Sep 2011
-12.27% May 1998 Aug 1998
-11.51% Feb 2018 Dec 2018
-10.78% Jun 2015 Feb 2016
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-6.64% Jan 1992 Mar 1992

Yearly Returns

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

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Year All Country World 80/20 Portfolio Scott Burns Margaritaville Portfolio
2023
 +6.47% +5.32%
2022
 -17.17% -16.10%
2021
 +14.21% +13.33%
2020
 +14.55% +14.40%
2019
 +23.35% +20.39%
2018
 -7.79% -6.92%
2017
 +20.43% +17.22%
2016
 +7.66% +7.53%
2015
 -1.32% -2.03%
2014
 +4.31% +3.95%
2013
 +17.86% +13.25%
2012
 +15.19% +13.94%
2011
 -4.38% +0.08%
2010
 +12.00% +11.85%
2009
 +28.02% +25.18%
2008
 -34.37% -26.90%
2007
 +8.92% +10.88%
2006
 +15.95% +14.22%
2005
 +8.00% +8.11%
2004
 +11.86% +13.95%
2003
 +26.95% +26.41%
2002
 -14.55% -6.46%
2001
 -11.36% -7.87%
2000
 -9.84% -2.92%
1999
 +20.74% +16.49%
1998
 +17.65% +16.12%
1997
 +11.46% +14.48%
1996
 +10.54% +9.11%
1995
 +17.60% +21.08%
1994
 +1.26% +1.10%
1993
 +20.51% +18.69%
1992
 -3.52% +1.10%
1991
 +17.30% +20.28%
1990
 -13.44% -7.54%
1989
 +14.69% +19.01%
1988
 +18.54% +16.51%
1987
 +13.56% +10.87%
1986
 +37.13% +31.94%
1985
 +37.92% +35.93%