Scott Burns Margaritaville vs Stocks/Bonds 60/40 Momentum Portfolio Comparison

Last Update: 31 January 2024

The Scott Burns Margaritaville Portfolio obtained a 7.05% compound annual return, with a 10.83% standard deviation, in the last 30 Years.

The Stocks/Bonds 60/40 Momentum Portfolio obtained a 9.48% compound annual return, with a 9.58% standard deviation, in the last 30 Years.

Summary

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Scott Burns Margaritaville Portfolio Stocks/Bonds 60/40 Momentum Portfolio
Portfolio Risk High High
Asset Allocation Stocks 67% 60%
Fixed Income 33% 40%
Commodities 0% 0%
30 Years Stats Return +7.05% +9.48%
Std Dev 10.83% 9.58%
Max Drawdown -38.70% -32.52%
All time Stats
(Since Jan 1985)
Return +9.08% +10.74%
Std Dev 10.99% 9.86%
Max Drawdown -38.70% -32.52%
Last Update: 31 January 2024

Historical Returns as of Jan 31, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Scott Burns Margaritaville Portfolio -0.06 +2.68 +8.68 +7.32 +6.30 +7.05 +9.08
Stocks/Bonds 60/40 Momentum Portfolio +3.28 +9.27 +10.10 +6.81 +8.14 +9.48 +10.74
Return over 1 year are annualized.

Capital Growth as of Jan 31, 2024

Scott Burns Margaritaville Portfolio: an investment of 1$, since February 1994, now would be worth 7.72$, with a total return of 672.33% (7.05% annualized).

Stocks/Bonds 60/40 Momentum Portfolio: an investment of 1$, since February 1994, now would be worth 15.13$, with a total return of 1412.96% (9.48% annualized).

Scott Burns Margaritaville Portfolio: an investment of 1$, since January 1985, now would be worth 29.88$, with a total return of 2888.05% (9.08% annualized).

Stocks/Bonds 60/40 Momentum Portfolio: an investment of 1$, since January 1985, now would be worth 53.90$, with a total return of 5290.50% (10.74% annualized).

Drawdowns

Drawdown comparison chart since February 1994.

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Scott Burns Margaritaville Portfolio
Stocks/Bonds 60/40 Momentum 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
-32.52% Nov 2007 Feb 2009 (16) Feb 2011 (40) 15.23
-24.21% Nov 2021 Sep 2022 (11) In progress (27) 16.79
-22.41% Apr 2000 Sep 2002 (30) Dec 2003 (45) 12.64
-21.96% Jan 2022 Sep 2022 (9) In progress (25) 11.39
-21.14% Sep 2000 Sep 2002 (25) Jan 2004 (41) 12.11
-14.40% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.43
-12.82% May 2011 Sep 2011 (5) Feb 2012 (10) 5.70
-10.73% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.89
-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
-9.29% Oct 2018 Dec 2018 (3) Jun 2019 (9) 4.52
-7.14% May 2011 Sep 2011 (5) Jan 2012 (9) 2.68
-6.78% Aug 1998 Aug 1998 (1) Oct 1998 (3) 3.54
-6.35% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.96
-5.67% Apr 2012 May 2012 (2) Aug 2012 (5) 2.64
-5.54% Feb 1994 Mar 1994 (2) Apr 1995 (15) 3.43
-5.20% Sep 2020 Oct 2020 (2) Nov 2020 (3) 2.87
-4.68% Aug 1997 Aug 1997 (1) Jan 1998 (6) 2.54

Drawdown comparison chart since January 1985.

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Scott Burns Margaritaville Portfolio
Stocks/Bonds 60/40 Momentum 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
-32.52% Nov 2007 Feb 2009 (16) Feb 2011 (40) 15.23
-24.21% Nov 2021 Sep 2022 (11) In progress (27) 16.79
-22.41% Apr 2000 Sep 2002 (30) Dec 2003 (45) 12.64
-21.96% Jan 2022 Sep 2022 (9) In progress (25) 11.39
-21.14% Sep 2000 Sep 2002 (25) Jan 2004 (41) 12.11
-20.08% Sep 1987 Nov 1987 (3) May 1989 (21) 11.04
-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
-12.82% May 2011 Sep 2011 (5) Feb 2012 (10) 5.70
-10.73% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.89
-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
-9.29% Oct 2018 Dec 2018 (3) Jun 2019 (9) 4.52
-7.66% Aug 1990 Sep 1990 (2) Jan 1991 (6) 4.58
-7.14% May 2011 Sep 2011 (5) Jan 2012 (9) 2.68
-6.78% Aug 1998 Aug 1998 (1) Oct 1998 (3) 3.54
-6.35% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.96

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
-0.06%
-0.06%
+3.28%
0.00%
2023
+15.17%
-7.90%
+7.66%
-5.48%
2022
-16.10%
-21.96%
-16.20%
-21.97%
2021
+13.33%
-2.96%
+7.27%
-2.88%
2020
+14.40%
-14.40%
+20.99%
-10.73%
2019
+20.39%
-3.64%
+19.89%
-0.92%
2018
-6.92%
-9.97%
-1.04%
-9.29%
2017
+17.22%
0.00%
+23.93%
0.00%
2016
+7.53%
-3.63%
+4.01%
-3.57%
2015
-2.03%
-8.70%
+5.58%
-4.61%
2014
+3.95%
-3.16%
+11.10%
-2.40%
2013
+13.25%
-4.31%
+19.91%
-2.13%
2012
+13.94%
-5.67%
+10.22%
-3.51%
2011
+0.08%
-12.82%
+6.73%
-7.14%
2010
+11.85%
-8.08%
+13.29%
-6.43%
2009
+25.18%
-13.70%
+11.92%
-12.79%
2008
-26.90%
-30.74%
-21.83%
-24.08%
2007
+10.88%
-2.84%
+13.35%
-1.41%
2006
+14.22%
-2.59%
+8.04%
-2.23%
2005
+8.11%
-2.37%
+12.44%
-0.99%
2004
+13.95%
-3.39%
+11.72%
-2.06%
2003
+26.41%
-2.95%
+17.18%
-1.95%
2002
-6.46%
-11.78%
-4.07%
-11.25%
2001
-7.87%
-14.71%
-7.04%
-13.57%
2000
-2.92%
-8.17%
-1.21%
-6.50%
1999
+16.49%
-2.94%
+23.95%
-1.65%
1998
+16.12%
-9.72%
+32.69%
-6.78%
1997
+14.48%
-4.68%
+25.89%
-3.48%
1996
+9.11%
-2.95%
+19.33%
-2.32%
1995
+21.08%
-0.70%
+32.67%
0.00%
1994
+1.10%
-5.54%
-1.72%
-6.35%
1993
+18.69%
-4.43%
+11.81%
-0.99%
1992
+1.10%
-5.71%
+5.45%
-2.52%
1991
+20.28%
-3.87%
+28.24%
-2.57%
1990
-7.54%
-14.53%
+4.36%
-7.66%
1989
+19.01%
-1.19%
+31.11%
-1.20%
1988
+16.51%
-3.08%
+7.18%
-3.36%
1987
+10.87%
-15.03%
+2.02%
-20.08%
1986
+31.94%
-5.15%
+19.66%
-5.55%
1985
+35.93%
-1.79%
+28.33%
-1.52%