Scott Burns Margaritaville vs Value Stock Geek Weird 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 Value Stock Geek Weird Portfolio obtained a 8.33% compound annual return, with a 10.82% standard deviation, in the last 30 Years.

Summary

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Scott Burns Margaritaville Portfolio Value Stock Geek Weird Portfolio
Portfolio Risk High Very High
Asset Allocation Stocks 67% 60%
Fixed Income 33% 20%
Commodities 0% 20%
30 Years Stats Return +7.43% +8.33%
Std Dev 10.80% 10.82%
Max Drawdown -38.70% -32.97%
All time Stats
(Since Jan 1985)
Return +9.17% +9.48%
Std Dev 10.98% 10.45%
Max Drawdown -38.70% -32.97%
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
Value Stock Geek Weird Portfolio +3.49 +14.81 +6.53 +5.29 +5.43 +8.33 +9.48
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).

Value Stock Geek Weird Portfolio: an investment of 1$, since April 1994, now would be worth 11.03$, with a total return of 1003.27% (8.33% 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).

Value Stock Geek Weird Portfolio: an investment of 1$, since January 1985, now would be worth 34.96$, with a total return of 3395.69% (9.48% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Scott Burns Margaritaville Portfolio
Value Stock Geek Weird 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
-32.97% Nov 2007 Feb 2009 (16) Mar 2010 (29) 15.03
-24.18% Jan 2022 Sep 2022 (9) In progress (27) 14.43
-22.41% Apr 2000 Sep 2002 (30) Dec 2003 (45) 12.64
-21.96% Jan 2022 Sep 2022 (9) Mar 2024 (27) 10.98
-14.40% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.43
-13.36% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.31
-13.23% Apr 1998 Aug 1998 (5) Jun 2000 (27) 6.30
-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
-8.66% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.24
-8.65% Jun 2002 Oct 2002 (5) May 2003 (12) 5.09
-7.32% Apr 2004 Apr 2004 (1) Sep 2004 (6) 4.11
-7.20% Feb 2015 Sep 2015 (8) Mar 2016 (14) 4.13
-6.89% May 2013 Jun 2013 (2) Oct 2013 (6) 3.77
-6.58% Aug 2016 Nov 2016 (4) Apr 2017 (9) 3.39
-5.96% May 2011 Sep 2011 (5) Oct 2011 (6) 2.45
-5.67% Apr 2012 May 2012 (2) Aug 2012 (5) 2.64

Drawdown comparison chart since January 1985.

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Scott Burns Margaritaville Portfolio
Value Stock Geek Weird 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
-32.97% Nov 2007 Feb 2009 (16) Mar 2010 (29) 15.03
-24.18% Jan 2022 Sep 2022 (9) In progress (27) 14.43
-22.41% Apr 2000 Sep 2002 (30) Dec 2003 (45) 12.64
-21.96% Jan 2022 Sep 2022 (9) Mar 2024 (27) 10.98
-16.24% Dec 1989 Oct 1990 (11) May 1991 (18) 7.74
-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
-13.36% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.31
-13.23% Apr 1998 Aug 1998 (5) Jun 2000 (27) 6.30
-12.82% May 2011 Sep 2011 (5) Feb 2012 (10) 5.70
-12.71% Sep 1987 Nov 1987 (3) Oct 1988 (14) 5.92
-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
-8.66% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.24
-8.65% Jun 2002 Oct 2002 (5) May 2003 (12) 5.09
-7.57% Feb 1994 Nov 1994 (10) May 1995 (16) 4.53
-7.32% Apr 2004 Apr 2004 (1) Sep 2004 (6) 4.11

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%
+0.83%
-3.35%
2023
+15.17%
-7.90%
+10.94%
-12.66%
2022
-16.10%
-21.96%
-18.17%
-24.18%
2021
+13.33%
-2.96%
+14.49%
-3.51%
2020
+14.40%
-14.40%
+10.52%
-13.36%
2019
+20.39%
-3.64%
+21.93%
-1.68%
2018
-6.92%
-9.97%
-8.01%
-8.66%
2017
+17.22%
0.00%
+14.20%
-0.31%
2016
+7.53%
-3.63%
+10.34%
-6.58%
2015
-2.03%
-8.70%
-1.57%
-7.20%
2014
+3.95%
-3.16%
+11.39%
-5.08%
2013
+13.25%
-4.31%
+5.71%
-6.89%
2012
+13.94%
-5.67%
+13.28%
-4.45%
2011
+0.08%
-12.82%
+7.07%
-5.96%
2010
+11.85%
-8.08%
+22.57%
-4.90%
2009
+25.18%
-13.70%
+19.50%
-17.34%
2008
-26.90%
-30.74%
-15.22%
-24.57%
2007
+10.88%
-2.84%
+4.32%
-4.58%
2006
+14.22%
-2.59%
+21.26%
-3.05%
2005
+8.11%
-2.37%
+13.51%
-2.30%
2004
+13.95%
-3.39%
+20.31%
-7.32%
2003
+26.41%
-2.95%
+32.68%
-1.93%
2002
-6.46%
-11.78%
+7.55%
-8.65%
2001
-7.87%
-14.71%
+4.90%
-4.41%
2000
-2.92%
-8.17%
+11.88%
-2.51%
1999
+16.49%
-2.94%
+2.11%
-4.11%
1998
+16.12%
-9.72%
-0.30%
-13.23%
1997
+14.48%
-4.68%
+4.80%
-3.83%
1996
+9.11%
-2.95%
+10.07%
-2.17%
1995
+21.08%
-0.70%
+14.94%
-1.53%
1994
+1.10%
-5.54%
-4.11%
-7.57%
1993
+18.69%
-4.43%
+21.05%
-2.35%
1992
+1.10%
-5.71%
+10.23%
-2.71%
1991
+20.28%
-3.87%
+18.76%
-2.61%
1990
-7.54%
-14.53%
-10.86%
-16.22%
1989
+19.01%
-1.19%
+13.23%
-1.43%
1988
+16.51%
-3.08%
+12.98%
-1.18%
1987
+10.87%
-15.03%
+8.44%
-12.71%
1986
+31.94%
-5.15%
+28.08%
-2.01%
1985
+35.93%
-1.79%
+30.14%
-1.95%