Scott Burns Margaritaville vs Aim Ways Aim Bold Strategy Portfolio Comparison

Period: January 1985 - August 2024 (~40 years)
Consolidated Returns as of 31 August 2024
Rebalancing: at every Jan 1st
Currency: USD
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Scott Burns Margaritaville Portfolio
1.00$
Initial Capital
September 1994
8.65$
Final Capital
August 2024
7.46%
Yearly Return
10.83
Std Deviation
-38.70%
Max Drawdown
39 months
Recovery Period
Aim Ways Aim Bold Strategy Portfolio
1.00$
Initial Capital
September 1994
12.21$
Final Capital
August 2024
8.70%
Yearly Return
9.90
Std Deviation
-30.09%
Max Drawdown
29 months
Recovery Period
Scott Burns Margaritaville Portfolio
1.00$
Initial Capital
January 1985
33.17$
Final Capital
August 2024
9.23%
Yearly Return
10.95
Std Deviation
-38.70%
Max Drawdown
39 months
Recovery Period
Aim Ways Aim Bold Strategy Portfolio
1.00$
Initial Capital
January 1985
38.61$
Final Capital
August 2024
9.65%
Yearly Return
9.61
Std Deviation
-30.09%
Max Drawdown
29 months
Recovery Period

The Scott Burns Margaritaville Portfolio obtained a 7.46% compound annual return, with a 10.83% standard deviation, in the last 30 Years.

The Aim Ways Aim Bold Strategy Portfolio obtained a 8.70% compound annual return, with a 9.90% standard deviation, in the last 30 Years.

Returns as of Aug 31, 2024

The portfolios guaranteed the following returns.

RETURN COMPARISON
Period: 1 January 1985 - 31 August 2024 (~40 years)
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Return (%) as of Aug 31, 2024
YTD
(8M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~40Y)
Margaritaville
Scott Burns 		10.95 1.86 8.30 16.81 8.38 6.47 7.46 9.23
Aim Bold Strategy
Aim Ways 		11.79 1.64 9.78 18.84 9.15 7.65 8.70 9.65
Return over 1 year are annualized.

Capital Growth as of Aug 31, 2024

Scott Burns Margaritaville Portfolio: an investment of 1$, since September 1994, now would be worth 8.65$, with a total return of 765.29% (7.46% annualized).

Aim Ways Aim Bold Strategy Portfolio: an investment of 1$, since September 1994, now would be worth 12.21$, with a total return of 1121.04% (8.70% annualized).


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Scott Burns Margaritaville Portfolio: an investment of 1$, since January 1985, now would be worth 33.17$, with a total return of 3217.01% (9.23% annualized).

Aim Ways Aim Bold Strategy Portfolio: an investment of 1$, since January 1985, now would be worth 38.61$, with a total return of 3761.35% (9.65% annualized).


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Metrics as of Aug 31, 2024

The following metrics, updated as of 31 August 2024, provide an overview of performance and risk.

METRIC COMPARISON
Period: 1 September 2023 - 31 August 2024 (1 year)
Period: 1 September 2019 - 31 August 2024 (5 years)
Period: 1 September 2014 - 31 August 2024 (10 years)
Period: 1 September 1994 - 31 August 2024 (30 years)
Period: 1 January 1985 - 31 August 2024 (~40 years)
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Margaritaville Aim Bold Strategy
Author Scott Burns Aim Ways
ASSET ALLOCATION
Stocks 67% 45%
Fixed Income 33% 40%
Commodities 0% 15%
PERFORMANCES
Annualized Return (%) 16.81 18.84
Infl. Adjusted Return (%) 14.08 16.05
DRAWDOWN
Deepest Drawdown Depth (%) -5.61 -4.02
Start to Recovery (months) 3 3
Longest Drawdown Depth (%) -5.61 -4.02
Start to Recovery (months) 3 3
Longest Negative Period (months) 2 1
RISK INDICATORS
Standard Deviation (%) 10.21 8.92
Sharpe Ratio 1.12 1.51
Sortino Ratio 1.53 2.08
Ulcer Index 2.00 1.57
Ratio: Return / Standard Deviation 1.65 2.11
Ratio: Return / Deepest Drawdown 3.00 4.69
Metrics calculated over the period 1 September 2023 - 31 August 2024
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Margaritaville Aim Bold Strategy
Author Scott Burns Aim Ways
ASSET ALLOCATION
Stocks 67% 45%
Fixed Income 33% 40%
Commodities 0% 15%
PERFORMANCES
Annualized Return (%) 8.38 9.15
Infl. Adjusted Return (%) 4.07 4.81
DRAWDOWN
Deepest Drawdown Depth (%) -21.96 -20.16
Start to Recovery (months) 27 24
Longest Drawdown Depth (%) -21.96 -20.16
Start to Recovery (months) 27 24
Longest Negative Period (months) 34 30
RISK INDICATORS
Standard Deviation (%) 12.89 11.42
Sharpe Ratio 0.48 0.61
Sortino Ratio 0.64 0.82
Ulcer Index 7.83 6.77
Ratio: Return / Standard Deviation 0.65 0.80
Ratio: Return / Deepest Drawdown 0.38 0.45
Metrics calculated over the period 1 September 2019 - 31 August 2024
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Margaritaville Aim Bold Strategy
Author Scott Burns Aim Ways
ASSET ALLOCATION
Stocks 67% 45%
Fixed Income 33% 40%
Commodities 0% 15%
PERFORMANCES
Annualized Return (%) 6.47 7.65
Infl. Adjusted Return (%) 3.55 4.70
DRAWDOWN
Deepest Drawdown Depth (%) -21.96 -20.16
Start to Recovery (months) 27 24
Longest Drawdown Depth (%) -21.96 -20.16
Start to Recovery (months) 27 24
Longest Negative Period (months) 34 30
RISK INDICATORS
Standard Deviation (%) 10.80 9.46
Sharpe Ratio 0.47 0.66
Sortino Ratio 0.62 0.90
Ulcer Index 6.10 5.10
Ratio: Return / Standard Deviation 0.60 0.81
Ratio: Return / Deepest Drawdown 0.29 0.38
Metrics calculated over the period 1 September 2014 - 31 August 2024
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Margaritaville Aim Bold Strategy
Author Scott Burns Aim Ways
ASSET ALLOCATION
Stocks 67% 45%
Fixed Income 33% 40%
Commodities 0% 15%
PERFORMANCES
Annualized Return (%) 7.46 8.70
Infl. Adjusted Return (%) 4.83 6.04
DRAWDOWN
Deepest Drawdown Depth (%) -38.70 -30.09
Start to Recovery (months) 39 29
Longest Drawdown Depth (%) -22.41 -25.79
Start to Recovery (months) 45 47
Longest Negative Period (months) 62 53
RISK INDICATORS
Standard Deviation (%) 10.83 9.90
Sharpe Ratio 0.48 0.65
Sortino Ratio 0.62 0.87
Ulcer Index 8.26 7.65
Ratio: Return / Standard Deviation 0.69 0.88
Ratio: Return / Deepest Drawdown 0.19 0.29
Metrics calculated over the period 1 September 1994 - 31 August 2024
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Margaritaville Aim Bold Strategy
Author Scott Burns Aim Ways
ASSET ALLOCATION
Stocks 67% 45%
Fixed Income 33% 40%
Commodities 0% 15%
PERFORMANCES
Annualized Return (%) 9.23 9.65
Infl. Adjusted Return (%) 6.27 6.68
DRAWDOWN
Deepest Drawdown Depth (%) -38.70 -30.09
Start to Recovery (months) 39 29
Longest Drawdown Depth (%) -22.41 -25.79
Start to Recovery (months) 45 47
Longest Negative Period (months) 62 53
RISK INDICATORS
Standard Deviation (%) 10.95 9.61
Sharpe Ratio 0.56 0.68
Sortino Ratio 0.74 0.90
Ulcer Index 7.46 6.88
Ratio: Return / Standard Deviation 0.84 1.00
Ratio: Return / Deepest Drawdown 0.24 0.32
Metrics calculated over the period 1 January 1985 - 31 August 2024

Drawdowns

DRAWDOWN COMPARISON
Period: 1 September 1994 - 31 August 2024 (30 years)
Period: 1 January 1985 - 31 August 2024 (~40 years)

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Margaritaville Aim Bold Strategy
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-38.70 39 Nov 2007
Jan 2011
-30.09 29 Nov 2007
Mar 2010
-25.79 47 Apr 2000
Feb 2004
-22.41 45 Apr 2000
Dec 2003
-21.96 27 Jan 2022
Mar 2024
-20.16 24 Jan 2022
Dec 2023
-14.40 7 Jan 2020
Jul 2020
-12.82 10 May 2011
Feb 2012
-10.73 5 Feb 2020
Jun 2020
-9.97 15 Feb 2018
Apr 2019
-9.72 5 Jul 1998
Nov 1998
-9.68 17 May 2015
Sep 2016
-8.84 9 May 2011
Jan 2012
-8.31 4 Jul 1998
Oct 1998
-7.04 13 Jun 2015
Jun 2016

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Margaritaville Aim Bold Strategy
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-38.70 39 Nov 2007
Jan 2011
-30.09 29 Nov 2007
Mar 2010
-25.79 47 Apr 2000
Feb 2004
-22.41 45 Apr 2000
Dec 2003
-21.96 27 Jan 2022
Mar 2024
-20.16 24 Jan 2022
Dec 2023
-15.03 14 Sep 1987
Oct 1988
-14.53 14 Jan 1990
Feb 1991
-14.40 7 Jan 2020
Jul 2020
-14.07 17 Sep 1987
Jan 1989
-12.82 10 May 2011
Feb 2012
-10.73 5 Feb 2020
Jun 2020
-10.72 7 Aug 1990
Feb 1991
-9.97 15 Feb 2018
Apr 2019
-9.72 5 Jul 1998
Nov 1998

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1985 - 31 August 2024 (~40 years)


Head To Head (Ptf 1 vs Ptf 2):
US Inflation Adjusted:

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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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Margaritaville Aim Bold Strategy
Year Return Drawdown Return Drawdown
2024
 10.95% -2.90% 11.79% -1.66%
2023
 15.17% -7.90% 20.27% -5.40%
2022
 -16.10% -21.96% -15.30% -20.16%
2021
 13.33% -2.96% 9.04% -3.19%
2020
 14.40% -14.40% 17.74% -10.73%
2019
 20.39% -3.64% 20.90% -3.36%
2018
 -6.92% -9.97% -3.18% -6.43%
2017
 17.22% 0.00% 16.48% -0.61%
2016
 7.53% -3.63% 8.00% -3.18%
2015
 -2.03% -8.70% -1.61% -6.91%
2014
 3.95% -3.16% 5.99% -2.49%
2013
 13.25% -4.31% 9.77% -4.32%
2012
 13.94% -5.67% 13.75% -5.44%
2011
 0.08% -12.82% 3.00% -8.84%
2010
 11.85% -8.08% 15.52% -5.03%
2009
 25.18% -13.70% 31.47% -7.78%
2008
 -26.90% -30.74% -22.24% -27.48%
2007
 10.88% -2.84% 12.22% -3.27%
2006
 14.22% -2.59% 14.03% -3.25%
2005
 8.11% -2.37% 7.49% -2.58%
2004
 13.95% -3.39% 9.98% -2.74%
2003
 26.41% -2.95% 24.97% -1.29%
2002
 -6.46% -11.78% -5.10% -12.15%
2001
 -7.87% -14.71% -5.85% -14.68%
2000
 -2.92% -8.17% -8.48% -12.35%
1999
 16.49% -2.94% 25.84% -2.85%
1998
 16.12% -9.72% 23.03% -8.31%
1997
 14.48% -4.68% 6.95% -3.92%
1996
 9.11% -2.95% 15.50% -2.32%
1995
 21.08% -0.70% 21.99% -0.16%
1994
 1.10% -5.54% -2.69% -7.21%
1993
 18.69% -4.43% 20.47% -0.27%
1992
 1.10% -5.71% 6.50% -2.28%
1991
 20.28% -3.87% 25.47% -2.70%
1990
 -7.54% -14.53% -3.46% -10.72%
1989
 19.01% -1.19% 13.97% -1.45%
1988
 16.51% -3.08% 9.96% -2.65%
1987
 10.87% -15.03% 8.85% -14.07%
1986
 31.94% -5.15% 18.12% -2.25%
1985
 35.93% -1.79% 28.86% -1.35%