Dynamic 60/40 Income vs Scott Burns Margaritaville Portfolio Comparison

Last Update: 29 February 2024

The Dynamic 60/40 Income Portfolio obtained a 6.98% compound annual return, with a 9.36% standard deviation, in the last 30 Years.

The Scott Burns Margaritaville Portfolio obtained a 7.20% compound annual return, with a 10.82% standard deviation, in the last 30 Years.

Summary

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Dynamic 60/40 Income Portfolio Scott Burns Margaritaville Portfolio
Portfolio Risk High High
Asset Allocation Stocks 60% 67%
Fixed Income 40% 33%
Commodities 0% 0%
30 Years Stats Return +6.98% +7.20%
Std Dev 9.36% 10.82%
Max Drawdown -41.44% -38.70%
All time Stats
(Since Jan 1992)
Return +7.40% +7.42%
Std Dev 9.11% 10.67%
Max Drawdown -41.44% -38.70%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1992

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1M 6M 1Y 5Y 10Y 30Y MAX
Dynamic 60/40 Income Portfolio +1.62 +7.29 +10.32 +5.29 +5.40 +6.98 +7.40
Scott Burns Margaritaville Portfolio +2.50 +7.87 +14.54 +7.48 +6.19 +7.20 +7.42
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Dynamic 60/40 Income Portfolio: an investment of 1$, since March 1994, now would be worth 7.57$, with a total return of 657.27% (6.98% annualized).

Scott Burns Margaritaville Portfolio: an investment of 1$, since March 1994, now would be worth 8.06$, with a total return of 705.65% (7.20% annualized).

Dynamic 60/40 Income Portfolio: an investment of 1$, since January 1992, now would be worth 9.93$, with a total return of 893.13% (7.40% annualized).

Scott Burns Margaritaville Portfolio: an investment of 1$, since January 1992, now would be worth 9.99$, with a total return of 899.00% (7.42% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Dynamic 60/40 Income 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
-41.44% Jun 2007 Feb 2009 (21) Sep 2010 (40) 16.67
-38.70% Nov 2007 Feb 2009 (16) Jan 2011 (39) 17.28
-22.41% Apr 2000 Sep 2002 (30) Dec 2003 (45) 12.64
-21.96% Jan 2022 Sep 2022 (9) In progress (26) 11.18
-18.21% Jan 2022 Sep 2022 (9) In progress (26) 11.41
-14.40% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.43
-14.24% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.81
-12.82% May 2011 Sep 2011 (5) Feb 2012 (10) 5.70
-10.41% Jun 2011 Sep 2011 (4) Jan 2012 (8) 4.57
-9.97% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.17
-9.72% Jul 1998 Aug 1998 (2) Nov 1998 (5) 5.14
-9.68% May 2015 Feb 2016 (10) Sep 2016 (17) 4.94
-7.02% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.48
-6.80% Sep 2018 Dec 2018 (4) Feb 2019 (6) 3.15
-6.19% Apr 2002 Oct 2002 (7) Apr 2003 (13) 2.86
-6.05% Mar 1994 Nov 1994 (9) Mar 1995 (13) 3.45
-5.67% Apr 2012 May 2012 (2) Aug 2012 (5) 2.64
-4.68% Aug 1997 Aug 1997 (1) Jan 1998 (6) 2.54
-4.42% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.43
-4.31% May 2013 Jun 2013 (2) Sep 2013 (5) 2.21

Drawdown comparison chart since January 1992.

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Dynamic 60/40 Income 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
-41.44% Jun 2007 Feb 2009 (21) Sep 2010 (40) 16.67
-38.70% Nov 2007 Feb 2009 (16) Jan 2011 (39) 17.28
-22.41% Apr 2000 Sep 2002 (30) Dec 2003 (45) 12.64
-21.96% Jan 2022 Sep 2022 (9) In progress (26) 11.18
-18.21% Jan 2022 Sep 2022 (9) In progress (26) 11.41
-14.40% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.43
-14.24% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.81
-12.82% May 2011 Sep 2011 (5) Feb 2012 (10) 5.70
-10.41% Jun 2011 Sep 2011 (4) Jan 2012 (8) 4.57
-9.97% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.17
-9.72% Jul 1998 Aug 1998 (2) Nov 1998 (5) 5.14
-9.68% May 2015 Feb 2016 (10) Sep 2016 (17) 4.94
-7.02% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.48
-6.80% Feb 1994 Nov 1994 (10) Apr 1995 (15) 3.87
-6.80% Sep 2018 Dec 2018 (4) Feb 2019 (6) 3.15
-6.19% Apr 2002 Oct 2002 (7) Apr 2003 (13) 2.86
-5.71% Jan 1992 Mar 1992 (3) Dec 1992 (12) 2.87
-5.67% Apr 2012 May 2012 (2) Aug 2012 (5) 2.64
-5.54% Feb 1994 Mar 1994 (2) Apr 1995 (15) 3.43
-4.68% Aug 1997 Aug 1997 (1) Jan 1998 (6) 2.54

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
+1.48%
-0.14%
+2.45%
-0.06%
2023
+12.28%
-6.45%
+15.17%
-7.90%
2022
-15.89%
-18.21%
-16.10%
-21.96%
2021
+15.27%
-2.58%
+13.33%
-2.96%
2020
+6.26%
-14.24%
+14.40%
-14.40%
2019
+18.59%
-1.55%
+20.39%
-3.64%
2018
-3.28%
-6.80%
-6.92%
-9.97%
2017
+8.11%
-0.39%
+17.22%
0.00%
2016
+7.39%
-2.92%
+7.53%
-3.63%
2015
+0.49%
-4.42%
-2.03%
-8.70%
2014
+11.87%
-2.32%
+3.95%
-3.16%
2013
+8.15%
-3.78%
+13.25%
-4.31%
2012
+12.84%
-3.09%
+13.94%
-5.67%
2011
+3.16%
-10.41%
+0.08%
-12.82%
2010
+14.75%
-5.96%
+11.85%
-8.08%
2009
+25.31%
-19.50%
+25.18%
-13.70%
2008
-21.78%
-30.14%
-26.90%
-30.74%
2007
-3.54%
-7.01%
+10.88%
-2.84%
2006
+14.28%
-1.89%
+14.22%
-2.59%
2005
+5.27%
-2.10%
+8.11%
-2.37%
2004
+12.11%
-4.29%
+13.95%
-3.39%
2003
+22.26%
0.00%
+26.41%
-2.95%
2002
-0.78%
-6.19%
-6.46%
-11.78%
2001
+5.55%
-3.29%
-7.87%
-14.71%
2000
+5.79%
-3.60%
-2.92%
-8.17%
1999
+4.89%
-3.30%
+16.49%
-2.94%
1998
+5.13%
-7.02%
+16.12%
-9.72%
1997
+16.74%
-0.91%
+14.48%
-4.68%
1996
+16.21%
-0.78%
+9.11%
-2.95%
1995
+20.42%
-0.12%
+21.08%
-0.70%
1994
-3.20%
-6.80%
+1.10%
-5.54%
1993
+14.00%
-1.75%
+18.69%
-4.43%
1992
+13.92%
-0.48%
+1.10%
-5.71%