Scott Burns Margaritaville vs Aim Ways Gold Pivot Ptf Portfolio Comparison

Period: January 1985 - September 2024 (~40 years)
Consolidated Returns as of 30 September 2024
Rebalancing: at every Jan 1st
Currency: USD
(Change Settings)
The minimum date range must be at least 12 months. 'Date To' cannot be beyond September 2024.
Reset settings
Close
Scott Burns Margaritaville Portfolio
1.00$
Initial Capital
October 1994
9.06$
Final Capital
September 2024
7.62%
Yearly Return
10.81
Std Deviation
-38.70%
Max Drawdown
39 months
Recovery Period
Aim Ways Gold Pivot Ptf Portfolio
1.00$
Initial Capital
October 1994
11.00$
Final Capital
September 2024
8.32%
Yearly Return
8.22
Std Deviation
-19.49%
Max Drawdown
18 months
Recovery Period
Scott Burns Margaritaville Portfolio
1.00$
Initial Capital
January 1985
33.85$
Final Capital
September 2024
9.26%
Yearly Return
10.94
Std Deviation
-38.70%
Max Drawdown
39 months
Recovery Period
Aim Ways Gold Pivot Ptf Portfolio
1.00$
Initial Capital
January 1985
26.77$
Final Capital
September 2024
8.62%
Yearly Return
7.81
Std Deviation
-19.49%
Max Drawdown
18 months
Recovery Period

The Scott Burns Margaritaville Portfolio obtained a 7.62% compound annual return, with a 10.81% standard deviation, in the last 30 Years.

The Aim Ways Gold Pivot Ptf Portfolio obtained a 8.32% compound annual return, with a 8.22% standard deviation, in the last 30 Years.

Returns as of Sep 30, 2024

The portfolios guaranteed the following returns.

RETURN COMPARISON
Period: 1 January 1985 - 30 September 2024 (~40 years)
Swipe left to see all data
Return (%) as of Sep 30, 2024
YTD
(9M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~40Y)
Margaritaville
Scott Burns 		13.21 2.04 7.86 23.46 8.56 7.03 7.62 9.26
Gold Pivot Ptf
Aim Ways 		15.66 2.95 10.57 27.17 9.00 7.76 8.32 8.62
Return over 1 year are annualized.

Capital Growth as of Sep 30, 2024

Scott Burns Margaritaville Portfolio: an investment of 1$, since October 1994, now would be worth 9.06$, with a total return of 805.85% (7.62% annualized).

Aim Ways Gold Pivot Ptf Portfolio: an investment of 1$, since October 1994, now would be worth 11.00$, with a total return of 999.57% (8.32% annualized).


Loading data
Please wait
Scott Burns Margaritaville Portfolio: an investment of 1$, since January 1985, now would be worth 33.85$, with a total return of 3284.61% (9.26% annualized).

Aim Ways Gold Pivot Ptf Portfolio: an investment of 1$, since January 1985, now would be worth 26.77$, with a total return of 2577.32% (8.62% annualized).


Loading data
Please wait

Metrics as of Sep 30, 2024

The following metrics, updated as of 30 September 2024, provide an overview of performance and risk.

METRIC COMPARISON
Period: 1 October 2023 - 30 September 2024 (1 year)
Period: 1 October 2019 - 30 September 2024 (5 years)
Period: 1 October 2014 - 30 September 2024 (10 years)
Period: 1 October 1994 - 30 September 2024 (30 years)
Period: 1 January 1985 - 30 September 2024 (~40 years)
Swipe left to see all data
Margaritaville Gold Pivot Ptf
Author Scott Burns Aim Ways
ASSET ALLOCATION
Stocks 67% 22%
Fixed Income 33% 44%
Commodities 0% 34%
PERFORMANCES
Annualized Return (%) 23.46 27.17
Infl. Adjusted Return (%) 20.56 24.18
DRAWDOWN
Deepest Drawdown Depth (%) -2.90 -0.50
Start to Recovery (months) 2 2
Longest Drawdown Depth (%) -2.23 -0.23
Start to Recovery (months) 2 2
Longest Negative Period (months) 2 1
RISK INDICATORS
Standard Deviation (%) 8.90 5.19
Sharpe Ratio 2.03 4.20
Sortino Ratio 2.78 5.98
Ulcer Index 1.02 0.15
Ratio: Return / Standard Deviation 2.64 5.23
Ratio: Return / Deepest Drawdown 8.08 54.56
Metrics calculated over the period 1 October 2023 - 30 September 2024
Swipe left to see all data
Margaritaville Gold Pivot Ptf
Author Scott Burns Aim Ways
ASSET ALLOCATION
Stocks 67% 22%
Fixed Income 33% 44%
Commodities 0% 34%
PERFORMANCES
Annualized Return (%) 8.56 9.00
Infl. Adjusted Return (%) 4.20 4.62
DRAWDOWN
Deepest Drawdown Depth (%) -21.96 -15.46
Start to Recovery (months) 27 23
Longest Drawdown Depth (%) -21.96 -15.46
Start to Recovery (months) 27 23
Longest Negative Period (months) 34 33
RISK INDICATORS
Standard Deviation (%) 12.90 9.31
Sharpe Ratio 0.49 0.73
Sortino Ratio 0.65 1.01
Ulcer Index 7.83 4.91
Ratio: Return / Standard Deviation 0.66 0.97
Ratio: Return / Deepest Drawdown 0.39 0.58
Metrics calculated over the period 1 October 2019 - 30 September 2024
Swipe left to see all data
Margaritaville Gold Pivot Ptf
Author Scott Burns Aim Ways
ASSET ALLOCATION
Stocks 67% 22%
Fixed Income 33% 44%
Commodities 0% 34%
PERFORMANCES
Annualized Return (%) 7.03 7.76
Infl. Adjusted Return (%) 4.06 4.76
DRAWDOWN
Deepest Drawdown Depth (%) -21.96 -15.46
Start to Recovery (months) 27 23
Longest Drawdown Depth (%) -21.96 -15.46
Start to Recovery (months) 27 23
Longest Negative Period (months) 34 33
RISK INDICATORS
Standard Deviation (%) 10.74 7.85
Sharpe Ratio 0.52 0.80
Sortino Ratio 0.69 1.15
Ulcer Index 6.09 3.79
Ratio: Return / Standard Deviation 0.65 0.99
Ratio: Return / Deepest Drawdown 0.32 0.50
Metrics calculated over the period 1 October 2014 - 30 September 2024
Swipe left to see all data
Margaritaville Gold Pivot Ptf
Author Scott Burns Aim Ways
ASSET ALLOCATION
Stocks 67% 22%
Fixed Income 33% 44%
Commodities 0% 34%
PERFORMANCES
Annualized Return (%) 7.62 8.32
Infl. Adjusted Return (%) 4.98 5.66
DRAWDOWN
Deepest Drawdown Depth (%) -38.70 -19.49
Start to Recovery (months) 39 18
Longest Drawdown Depth (%) -22.41 -12.99
Start to Recovery (months) 45 39
Longest Negative Period (months) 62 39
RISK INDICATORS
Standard Deviation (%) 10.81 8.22
Sharpe Ratio 0.49 0.73
Sortino Ratio 0.64 1.02
Ulcer Index 8.25 4.21
Ratio: Return / Standard Deviation 0.70 1.01
Ratio: Return / Deepest Drawdown 0.20 0.43
Metrics calculated over the period 1 October 1994 - 30 September 2024
Swipe left to see all data
Margaritaville Gold Pivot Ptf
Author Scott Burns Aim Ways
ASSET ALLOCATION
Stocks 67% 22%
Fixed Income 33% 44%
Commodities 0% 34%
PERFORMANCES
Annualized Return (%) 9.26 8.62
Infl. Adjusted Return (%) 6.30 5.68
DRAWDOWN
Deepest Drawdown Depth (%) -38.70 -19.49
Start to Recovery (months) 39 18
Longest Drawdown Depth (%) -22.41 -12.99
Start to Recovery (months) 45 39
Longest Negative Period (months) 62 39
RISK INDICATORS
Standard Deviation (%) 10.94 7.81
Sharpe Ratio 0.56 0.70
Sortino Ratio 0.74 0.98
Ulcer Index 7.45 3.82
Ratio: Return / Standard Deviation 0.85 1.10
Ratio: Return / Deepest Drawdown 0.24 0.44
Metrics calculated over the period 1 January 1985 - 30 September 2024

Drawdowns

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

Loading data
Please wait
Swipe left to see all data
Margaritaville Gold Pivot Ptf
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-38.70 39 Nov 2007
Jan 2011
-22.41 45 Apr 2000
Dec 2003
-21.96 27 Jan 2022
Mar 2024
-19.49 18 Mar 2008
Aug 2009
-15.46 23 Jan 2022
Nov 2023
-14.40 7 Jan 2020
Jul 2020
-12.99 39 Mar 2000
May 2003
-12.82 10 May 2011
Feb 2012
-9.97 15 Feb 2018
Apr 2019
-9.72 5 Jul 1998
Nov 1998
-9.68 17 May 2015
Sep 2016
-9.18 17 Oct 2012
Feb 2014
-6.06 5 May 1998
Sep 1998
-5.71 5 Sep 2011
Jan 2012
-5.67 5 Apr 2012
Aug 2012

Loading data
Please wait
Swipe left to see all data
Margaritaville Gold Pivot Ptf
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-38.70 39 Nov 2007
Jan 2011
-22.41 45 Apr 2000
Dec 2003
-21.96 27 Jan 2022
Mar 2024
-19.49 18 Mar 2008
Aug 2009
-15.46 23 Jan 2022
Nov 2023
-15.03 14 Sep 1987
Oct 1988
-14.53 14 Jan 1990
Feb 1991
-14.40 7 Jan 2020
Jul 2020
-12.99 39 Mar 2000
May 2003
-12.82 10 May 2011
Feb 2012
-9.97 15 Feb 2018
Apr 2019
-9.72 5 Jul 1998
Nov 1998
-9.68 17 May 2015
Sep 2016
-9.18 17 Oct 2012
Feb 2014
-7.14 15 Dec 1989
Feb 1991

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 - 30 September 2024 (~40 years)


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

Loading data
Please wait

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.
Swipe left to see all data
Margaritaville Gold Pivot Ptf
Year Return Drawdown Return Drawdown
2024
 13.21% -2.90% 15.66% -0.50%
2023
 15.17% -7.90% 17.87% -4.11%
2022
 -16.10% -21.96% -11.42% -15.46%
2021
 13.33% -2.96% 4.01% -4.11%
2020
 14.40% -14.40% 18.54% -5.61%
2019
 20.39% -3.64% 18.24% -1.03%
2018
 -6.92% -9.97% 0.01% -2.56%
2017
 17.22% 0.00% 12.25% -1.32%
2016
 7.53% -3.63% 7.68% -5.47%
2015
 -2.03% -8.70% -2.07% -5.55%
2014
 3.95% -3.16% 6.26% -2.55%
2013
 13.25% -4.31% -1.77% -8.02%
2012
 13.94% -5.67% 10.26% -3.78%
2011
 0.08% -12.82% 8.11% -5.71%
2010
 11.85% -8.08% 18.24% -1.29%
2009
 25.18% -13.70% 26.47% -2.40%
2008
 -26.90% -30.74% -9.56% -19.49%
2007
 10.88% -2.84% 15.46% -1.98%
2006
 14.22% -2.59% 11.68% -3.60%
2005
 8.11% -2.37% 8.58% -2.17%
2004
 13.95% -3.39% 7.13% -3.73%
2003
 26.41% -2.95% 19.35% -2.07%
2002
 -6.46% -11.78% 4.89% -6.10%
2001
 -7.87% -14.71% -1.82% -7.75%
2000
 -2.92% -8.17% -4.73% -8.07%
1999
 16.49% -2.94% 17.47% -3.69%
1998
 16.12% -9.72% 20.77% -6.06%
1997
 14.48% -4.68% -2.12% -5.62%
1996
 9.11% -2.95% 8.83% -1.21%
1995
 21.08% -0.70% 18.41% -0.12%
1994
 1.10% -5.54% -2.97% -5.11%
1993
 18.69% -4.43% 15.87% -1.82%
1992
 1.10% -5.71% 5.39% -3.33%
1991
 20.28% -3.87% 19.63% -1.36%
1990
 -7.54% -14.53% -1.37% -6.49%
1989
 19.01% -1.19% 9.05% -0.91%
1988
 16.51% -3.08% 2.41% -2.76%
1987
 10.87% -15.03% 11.67% -6.76%
1986
 31.94% -5.15% 15.85% -0.90%
1985
 35.93% -1.79% 20.28% -2.71%