Gold vs Scott Burns Margaritaville Portfolio Comparison

Last Update: 31 May 2023

The Gold Portfolio obtained a 5.37% compound annual return, with a 15.53% 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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Gold Portfolio Scott Burns Margaritaville Portfolio
Risk Very High High
Asset Allocation Stocks 0% 67%
Fixed Income 0% 33%
Commodities 100% 0%
30 Years Stats Return +5.37% +7.07%
Std Dev 15.53% 10.78%
Max Drawdown -42.91% -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(*)
Gold Portfolio -1.34 +10.62 +6.53 +8.17 +3.13 +5.37 +4.72
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

Gold Portfolio: an investment of 1000$, since June 1993, now would be worth 4803.84$, with a total return of 380.38% (5.37% 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).

Gold Portfolio: an investment of 1000$, since January 1985, now would be worth 5881.31$, with a total return of 488.13% (4.72% 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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Gold Portfolio
Scott Burns Margaritaville Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-38.70% Nov 2007 Feb 2009
-37.17% Feb 1996 Aug 1999
-25.83% Mar 2008 Oct 2008
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-14.40% Jan 2020 Mar 2020
-12.82% May 2011 Sep 2011
-11.51% Aug 1993 Sep 1993
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-6.38% Jan 2011 Jan 2011
-5.67% Apr 2012 May 2012
-5.54% Feb 1994 Mar 1994

Drawdown comparison chart since January 1985.

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Gold Portfolio
Scott Burns Margaritaville Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.26% Dec 1987 Aug 1999
-42.91% Sep 2011 Dec 2015
-38.70% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-15.03% Sep 1987 Nov 1987
-14.53% Jan 1990 Sep 1990
-14.40% Jan 2020 Mar 2020
-12.82% May 2011 Sep 2011
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.14% Oct 1986 Dec 1986
-6.67% Jan 1985 Feb 1985
-6.38% Jan 2011 Jan 2011
-5.71% Jan 1992 Mar 1992

Yearly Returns

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

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Year Gold Portfolio Scott Burns Margaritaville Portfolio
2023
 +7.47% +5.32%
2022
 -0.77% -16.10%
2021
 -4.15% +13.33%
2020
 +24.81% +14.40%
2019
 +17.86% +20.39%
2018
 -1.94% -6.92%
2017
 +12.81% +17.22%
2016
 +8.03% +7.53%
2015
 -10.67% -2.03%
2014
 -2.19% +3.95%
2013
 -28.33% +13.25%
2012
 +6.60% +13.94%
2011
 +9.57% +0.08%
2010
 +29.27% +11.85%
2009
 +24.03% +25.18%
2008
 +4.92% -26.90%
2007
 +30.45% +10.88%
2006
 +22.55% +14.22%
2005
 +17.76% +8.11%
2004
 +4.65% +13.95%
2003
 +19.89% +26.41%
2002
 +25.57% -6.46%
2001
 +0.75% -7.87%
2000
 -5.44% -2.92%
1999
 +0.85% +16.49%
1998
 -0.83% +16.12%
1997
 -21.41% +14.48%
1996
 -4.59% +9.11%
1995
 +0.98% +21.08%
1994
 -2.17% +1.10%
1993
 +17.68% +18.69%
1992
 -5.73% +1.10%
1991
 -8.56% +20.28%
1990
 -3.11% -7.54%
1989
 -2.84% +19.01%
1988
 -15.26% +16.51%
1987
 +24.53% +10.87%
1986
 +18.96% +31.94%
1985
 +6.00% +35.93%