Scott Burns Margaritaville vs Pinwheel 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 Pinwheel Portfolio obtained a 7.22% compound annual return, with a 10.50% standard deviation, in the last 30 Years.

Summary

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Scott Burns Margaritaville Portfolio Pinwheel Portfolio
Risk High High
Asset Allocation Stocks 67% 65%
Fixed Income 33% 25%
Commodities 0% 10%
30 Years Stats Return +7.18% +7.22%
Std Dev 10.84% 10.50%
Max Drawdown -38.70% -36.89%

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
Pinwheel Portfolio +6.75 +4.32 +5.01 +5.65 +5.16 +7.22 +8.82
(*) 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).

Pinwheel Portfolio: an investment of 1$, since December 1993, now would be worth 8.09$, with a total return of 709.14% (7.22% annualized).

Pinwheel 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$, since January 1985, now would be worth 26.84$, with a total return of 2584.38% (8.82% annualized).

Drawdowns

Drawdown comparison chart since December 1993.

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Scott Burns Margaritaville Portfolio
Pinwheel Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.70% Nov 2007 Feb 2009
-36.89% Nov 2007 Feb 2009
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-19.49% Jan 2022 Sep 2022
-14.99% Jan 2020 Mar 2020
-14.40% Jan 2020 Mar 2020
-14.05% May 1998 Aug 1998
-12.82% May 2011 Sep 2011
-12.72% May 2011 Sep 2011
-11.06% Jun 2002 Sep 2002
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-8.88% Feb 2001 Sep 2001
-8.24% Feb 2018 Dec 2018
-7.70% Mar 2015 Jan 2016
-6.85% Feb 1994 Jan 1995
-5.90% Apr 2012 May 2012
-5.84% Sep 2000 Nov 2000

Drawdown comparison chart since January 1985.

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Scott Burns Margaritaville Portfolio
Pinwheel Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.70% Nov 2007 Feb 2009
-36.89% Nov 2007 Feb 2009
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-19.49% Jan 2022 Sep 2022
-15.03% Sep 1987 Nov 1987
-14.99% Jan 2020 Mar 2020
-14.91% Sep 1987 Nov 1987
-14.53% Jan 1990 Sep 1990
-14.40% Jan 2020 Mar 2020
-14.05% May 1998 Aug 1998
-12.82% May 2011 Sep 2011
-12.72% May 2011 Sep 2011
-12.51% Jan 1990 Sep 1990
-11.06% Jun 2002 Sep 2002
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-8.88% Feb 2001 Sep 2001
-8.24% Feb 2018 Dec 2018

Yearly Returns

Yearly return comparison.

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Year Scott Burns Margaritaville Portfolio Pinwheel Portfolio
2023
+10.42% +7.64%
2022
-16.10% -13.57%
2021
+13.33% +13.53%
2020
+14.40% +9.12%
2019
+20.39% +19.31%
2018
-6.92% -6.39%
2017
+17.22% +14.08%
2016
+7.53% +8.63%
2015
-2.03% -2.88%
2014
+3.95% +6.12%
2013
+13.25% +9.02%
2012
+13.94% +12.60%
2011
+0.08% -0.25%
2010
+11.85% +16.08%
2009
+25.18% +24.19%
2008
-26.90% -22.51%
2007
+10.88% +7.60%
2006
+14.22% +19.78%
2005
+8.11% +11.02%
2004
+13.95% +15.19%
2003
+26.41% +28.19%
2002
-6.46% -2.13%
2001
-7.87% -0.61%
2000
-2.92% +1.80%
1999
+16.49% +15.18%
1998
+16.12% +3.43%
1997
+14.48% +8.85%
1996
+9.11% +13.00%
1995
+21.08% +14.60%
1994
+1.10% -2.32%
1993
+18.69% +24.96%
1992
+1.10% +4.01%
1991
+20.28% +29.20%
1990
-7.54% -7.14%
1989
+19.01% +21.94%
1988
+16.51% +14.95%
1987
+10.87% +2.63%
1986
+31.94% +21.90%
1985
+35.93% +27.17%