Scott Burns Margaritaville vs Tyler Golden Butterfly Portfolio Comparison

Last Update: 30 November 2023

The Scott Burns Margaritaville Portfolio obtained a 7.18% compound annual return, with a 10.84% standard deviation, in the last 30 Years.

The Tyler Golden Butterfly Portfolio obtained a 7.46% compound annual return, with a 7.68% standard deviation, in the last 30 Years.

Summary

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Scott Burns Margaritaville Portfolio Tyler Golden Butterfly Portfolio
Risk High High
Asset Allocation Stocks 67% 40%
Fixed Income 33% 40%
Commodities 0% 20%
30 Years Stats Return +7.18% +7.46%
Std Dev 10.84% 7.68%
Max Drawdown -38.70% -17.79%

Last Update: 30 November 2023

Historical Returns as of Nov 30, 2023

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Scott Burns Margaritaville Portfolio +6.94 +4.84 +6.97 +6.63 +5.74 +7.18 +9.01
Tyler Golden Butterfly Portfolio +6.23 +2.08 +3.46 +5.69 +5.29 +7.46 +8.48
(*) Returns over 1 year are annualized

Capital Growth as of Nov 30, 2023

Scott Burns Margaritaville Portfolio: an investment of 1$, since December 1993, now would be worth 8.01$, with a total return of 701.49% (7.18% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since December 1993, now would be worth 8.65$, with a total return of 764.68% (7.46% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1985, now would be worth 28.66$, with a total return of 2766.44% (9.01% annualized).

: an investment of 1$, since January 1985, now would be worth 23.77$, with a total return of 2276.67% (8.48% annualized).

Drawdowns

Drawdown comparison chart since December 1993.

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Scott Burns Margaritaville Portfolio
Tyler Golden Butterfly Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.70% Nov 2007 Feb 2009
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-17.79% Jan 2022 Sep 2022
-14.81% Mar 2008 Feb 2009
-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
-9.44% May 1998 Aug 1998
-7.16% Feb 2020 Mar 2020
-6.86% Jun 2002 Jul 2002
-6.37% Sep 2018 Dec 2018
-6.25% Feb 2015 Sep 2015
-5.67% Apr 2012 May 2012
-5.54% Feb 1994 Mar 1994
-4.99% Feb 2001 Mar 2001
-4.68% Aug 1997 Aug 1997
-4.64% Feb 1994 Jun 1994

Drawdown comparison chart since January 1985.

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Scott Burns Margaritaville Portfolio
Tyler Golden Butterfly Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.70% Nov 2007 Feb 2009
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-17.79% Jan 2022 Sep 2022
-15.03% Sep 1987 Nov 1987
-14.81% Mar 2008 Feb 2009
-14.53% Jan 1990 Sep 1990
-14.40% Jan 2020 Mar 2020
-12.82% May 2011 Sep 2011
-10.93% Sep 1987 Nov 1987
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-9.44% May 1998 Aug 1998
-7.94% Jan 1990 Oct 1990
-7.16% Feb 2020 Mar 2020
-6.86% Jun 2002 Jul 2002
-6.37% Sep 2018 Dec 2018
-6.25% Feb 2015 Sep 2015
-5.71% Jan 1992 Mar 1992

Yearly Returns

Yearly return comparison.

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Year Scott Burns Margaritaville Portfolio Tyler Golden Butterfly Portfolio
2023
 +10.42% +5.87%
2022
 -16.10% -13.35%
2021
 +13.33% +9.35%
2020
 +14.40% +13.93%
2019
 +20.39% +18.03%
2018
 -6.92% -4.03%
2017
 +17.22% +10.96%
2016
 +7.53% +10.82%
2015
 -2.03% -3.71%
2014
 +3.95% +9.13%
2013
 +13.25% +6.26%
2012
 +13.94% +8.84%
2011
 +0.08% +8.86%
2010
 +11.85% +16.54%
2009
 +25.18% +10.77%
2008
 -26.90% -4.18%
2007
 +10.88% +9.58%
2006
 +14.22% +12.44%
2005
 +8.11% +8.04%
2004
 +13.95% +9.88%
2003
 +26.41% +18.85%
2002
 -6.46% +3.15%
2001
 -7.87% +2.71%
2000
 -2.92% +6.88%
1999
 +16.49% +4.24%
1998
 +16.12% +8.03%
1997
 +14.48% +13.09%
1996
 +9.11% +8.18%
1995
 +21.08% +21.86%
1994
 +1.10% -1.98%
1993
 +18.69% +14.50%
1992
 +1.10% +9.15%
1991
 +20.28% +19.14%
1990
 -7.54% -2.51%
1989
 +19.01% +14.78%
1988
 +16.51% +9.18%
1987
 +10.87% +5.10%
1986
 +31.94% +17.75%
1985
 +35.93% +25.09%