Scott Burns Margaritaville vs Aim Ways Gold Pivot Ptf Portfolio Comparison

Last Update: 31 March 2024

The Scott Burns Margaritaville Portfolio obtained a 7.43% compound annual return, with a 10.80% standard deviation, in the last 30 Years.

The Aim Ways Gold Pivot Ptf Portfolio obtained a 7.96% compound annual return, with a 8.21% standard deviation, in the last 30 Years.

Summary

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Scott Burns Margaritaville Portfolio Aim Ways Gold Pivot Ptf Portfolio
Portfolio Risk High High
Asset Allocation Stocks 67% 22%
Fixed Income 33% 44%
Commodities 0% 34%
30 Years Stats Return +7.43% +7.96%
Std Dev 10.80% 8.21%
Max Drawdown -38.70% -19.49%
All time Stats
(Since Jan 1985)
Return +9.17% +8.46%
Std Dev 10.98% 7.84%
Max Drawdown -38.70% -19.49%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Scott Burns Margaritaville Portfolio +2.33 +14.32 +14.01 +7.67 +6.42 +7.43 +9.17
Aim Ways Gold Pivot Ptf Portfolio +3.79 +15.01 +14.59 +8.57 +6.83 +7.96 +8.46
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Scott Burns Margaritaville Portfolio: an investment of 1$, since April 1994, now would be worth 8.58$, with a total return of 757.57% (7.43% annualized).

Aim Ways Gold Pivot Ptf Portfolio: an investment of 1$, since April 1994, now would be worth 9.95$, with a total return of 894.70% (7.96% annualized).

Scott Burns Margaritaville Portfolio: an investment of 1$, since January 1985, now would be worth 31.34$, with a total return of 3034.12% (9.17% annualized).

Aim Ways Gold Pivot Ptf Portfolio: an investment of 1$, since January 1985, now would be worth 24.21$, with a total return of 2321.33% (8.46% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Scott Burns Margaritaville Portfolio
Aim Ways Gold Pivot Ptf Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-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) Mar 2024 (27) 10.98
-19.49% Mar 2008 Oct 2008 (8) Aug 2009 (18) 9.22
-15.46% Jan 2022 Sep 2022 (9) Nov 2023 (23) 7.55
-14.40% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.43
-12.99% Mar 2000 Mar 2001 (13) May 2003 (39) 7.74
-12.82% May 2011 Sep 2011 (5) Feb 2012 (10) 5.70
-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
-9.18% Oct 2012 Jun 2013 (9) Feb 2014 (17) 3.76
-6.06% May 1998 Aug 1998 (4) Sep 1998 (5) 2.72
-5.71% Sep 2011 Sep 2011 (1) Jan 2012 (5) 2.75
-5.67% Apr 2012 May 2012 (2) Aug 2012 (5) 2.64
-5.62% Oct 1997 Dec 1997 (3) Mar 1998 (6) 2.94
-5.61% Feb 2020 Mar 2020 (2) Apr 2020 (3) 2.93
-5.55% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.17
-5.47% Aug 2016 Nov 2016 (4) Apr 2017 (9) 2.74
-4.78% Dec 1996 Mar 1997 (4) Jul 1997 (8) 2.30

Drawdown comparison chart since January 1985.

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Scott Burns Margaritaville Portfolio
Aim Ways Gold Pivot Ptf Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-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) Mar 2024 (27) 10.98
-19.49% Mar 2008 Oct 2008 (8) Aug 2009 (18) 9.22
-15.46% Jan 2022 Sep 2022 (9) Nov 2023 (23) 7.55
-15.03% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.97
-14.53% Jan 1990 Sep 1990 (9) Feb 1991 (14) 7.51
-14.40% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.43
-12.99% Mar 2000 Mar 2001 (13) May 2003 (39) 7.74
-12.82% May 2011 Sep 2011 (5) Feb 2012 (10) 5.70
-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
-9.18% Oct 2012 Jun 2013 (9) Feb 2014 (17) 3.76
-7.14% Dec 1989 Oct 1990 (11) Feb 1991 (15) 3.51
-6.76% Sep 1987 Oct 1987 (2) May 1989 (21) 2.87
-6.06% May 1998 Aug 1998 (4) Sep 1998 (5) 2.72
-5.71% Jan 1992 Mar 1992 (3) Dec 1992 (12) 2.87
-5.71% Sep 2011 Sep 2011 (1) Jan 2012 (5) 2.75
-5.67% Apr 2012 May 2012 (2) Aug 2012 (5) 2.64

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
+4.83%
-0.06%
+4.60%
-0.23%
2023
+15.17%
-7.90%
+17.87%
-4.11%
2022
-16.10%
-21.96%
-11.42%
-15.46%
2021
+13.33%
-2.96%
+4.01%
-4.11%
2020
+14.40%
-14.40%
+18.54%
-5.61%
2019
+20.39%
-3.64%
+18.24%
-1.03%
2018
-6.92%
-9.97%
+0.01%
-2.56%
2017
+17.22%
0.00%
+12.25%
-1.32%
2016
+7.53%
-3.63%
+7.68%
-5.47%
2015
-2.03%
-8.70%
-2.07%
-5.55%
2014
+3.95%
-3.16%
+6.26%
-2.55%
2013
+13.25%
-4.31%
-1.77%
-8.02%
2012
+13.94%
-5.67%
+10.26%
-3.78%
2011
+0.08%
-12.82%
+8.11%
-5.71%
2010
+11.85%
-8.08%
+18.24%
-1.29%
2009
+25.18%
-13.70%
+26.47%
-2.40%
2008
-26.90%
-30.74%
-9.56%
-19.49%
2007
+10.88%
-2.84%
+15.46%
-1.98%
2006
+14.22%
-2.59%
+11.68%
-3.60%
2005
+8.11%
-2.37%
+8.58%
-2.17%
2004
+13.95%
-3.39%
+7.13%
-3.73%
2003
+26.41%
-2.95%
+19.35%
-2.07%
2002
-6.46%
-11.78%
+4.89%
-6.10%
2001
-7.87%
-14.71%
-1.82%
-7.75%
2000
-2.92%
-8.17%
-4.73%
-8.07%
1999
+16.49%
-2.94%
+17.47%
-3.69%
1998
+16.12%
-9.72%
+20.77%
-6.06%
1997
+14.48%
-4.68%
-2.12%
-5.62%
1996
+9.11%
-2.95%
+8.83%
-1.21%
1995
+21.08%
-0.70%
+18.41%
-0.12%
1994
+1.10%
-5.54%
-2.97%
-5.11%
1993
+18.69%
-4.43%
+15.87%
-1.82%
1992
+1.10%
-5.71%
+5.39%
-3.33%
1991
+20.28%
-3.87%
+19.63%
-1.36%
1990
-7.54%
-14.53%
-1.37%
-6.49%
1989
+19.01%
-1.19%
+9.05%
-0.91%
1988
+16.51%
-3.08%
+2.41%
-2.76%
1987
+10.87%
-15.03%
+11.67%
-6.76%
1986
+31.94%
-5.15%
+15.85%
-0.90%
1985
+35.93%
-1.79%
+20.28%
-2.71%