Scott Burns Margaritaville vs Value Stock Geek Weird Portfolio Comparison

Period: January 1985 - September 2024 (~40 years)
Consolidated Returns as of 30 September 2024
Rebalancing: at every Jan 1st
Currency: USD
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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
Value Stock Geek Weird Portfolio
1.00$
Initial Capital
October 1994
12.21$
Final Capital
September 2024
8.70%
Yearly Return
10.92
Std Deviation
-32.97%
Max Drawdown
29 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
Value Stock Geek Weird Portfolio
1.00$
Initial Capital
January 1985
38.79$
Final Capital
September 2024
9.64%
Yearly Return
10.48
Std Deviation
-32.97%
Max Drawdown
29 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 Value Stock Geek Weird Portfolio obtained a 8.70% compound annual return, with a 10.92% 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)
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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
Weird Portfolio
Value Stock Geek 		11.87 2.85 10.77 27.38 5.84 6.62 8.70 9.64
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).

Value Stock Geek Weird Portfolio: an investment of 1$, since October 1994, now would be worth 12.21$, with a total return of 1120.81% (8.70% annualized).


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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).

Value Stock Geek Weird Portfolio: an investment of 1$, since January 1985, now would be worth 38.79$, with a total return of 3778.51% (9.64% annualized).


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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)
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Margaritaville Weird Portfolio
Author Scott Burns Value Stock Geek
ASSET ALLOCATION
Stocks 67% 60%
Fixed Income 33% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 23.46 27.38
Infl. Adjusted Return (%) 20.56 24.39
DRAWDOWN
Deepest Drawdown Depth (%) -2.90 -4.13
Start to Recovery (months) 2 4
Longest Drawdown Depth (%) -2.23 -4.13
Start to Recovery (months) 2 4
Longest Negative Period (months) 2 6
RISK INDICATORS
Standard Deviation (%) 8.90 13.99
Sharpe Ratio 2.03 1.57
Sortino Ratio 2.78 2.22
Ulcer Index 1.02 1.80
Ratio: Return / Standard Deviation 2.64 1.96
Ratio: Return / Deepest Drawdown 8.08 6.64
Metrics calculated over the period 1 October 2023 - 30 September 2024
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Margaritaville Weird Portfolio
Author Scott Burns Value Stock Geek
ASSET ALLOCATION
Stocks 67% 60%
Fixed Income 33% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 8.56 5.84
Infl. Adjusted Return (%) 4.20 1.59
DRAWDOWN
Deepest Drawdown Depth (%) -21.96 -24.18
Start to Recovery (months) 27 33
Longest Drawdown Depth (%) -21.96 -24.18
Start to Recovery (months) 27 33
Longest Negative Period (months) 34 47
RISK INDICATORS
Standard Deviation (%) 12.90 14.37
Sharpe Ratio 0.49 0.25
Sortino Ratio 0.65 0.35
Ulcer Index 7.83 10.30
Ratio: Return / Standard Deviation 0.66 0.41
Ratio: Return / Deepest Drawdown 0.39 0.24
Metrics calculated over the period 1 October 2019 - 30 September 2024
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Margaritaville Weird Portfolio
Author Scott Burns Value Stock Geek
ASSET ALLOCATION
Stocks 67% 60%
Fixed Income 33% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 7.03 6.62
Infl. Adjusted Return (%) 4.06 3.66
DRAWDOWN
Deepest Drawdown Depth (%) -21.96 -24.18
Start to Recovery (months) 27 33
Longest Drawdown Depth (%) -21.96 -24.18
Start to Recovery (months) 27 33
Longest Negative Period (months) 34 47
RISK INDICATORS
Standard Deviation (%) 10.74 11.54
Sharpe Ratio 0.52 0.44
Sortino Ratio 0.69 0.61
Ulcer Index 6.09 7.62
Ratio: Return / Standard Deviation 0.65 0.57
Ratio: Return / Deepest Drawdown 0.32 0.27
Metrics calculated over the period 1 October 2014 - 30 September 2024
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Margaritaville Weird Portfolio
Author Scott Burns Value Stock Geek
ASSET ALLOCATION
Stocks 67% 60%
Fixed Income 33% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 7.62 8.70
Infl. Adjusted Return (%) 4.98 6.03
DRAWDOWN
Deepest Drawdown Depth (%) -38.70 -32.97
Start to Recovery (months) 39 29
Longest Drawdown Depth (%) -22.41 -24.18
Start to Recovery (months) 45 33
Longest Negative Period (months) 62 47
RISK INDICATORS
Standard Deviation (%) 10.81 10.92
Sharpe Ratio 0.49 0.59
Sortino Ratio 0.64 0.78
Ulcer Index 8.25 6.62
Ratio: Return / Standard Deviation 0.70 0.80
Ratio: Return / Deepest Drawdown 0.20 0.26
Metrics calculated over the period 1 October 1994 - 30 September 2024
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Margaritaville Weird Portfolio
Author Scott Burns Value Stock Geek
ASSET ALLOCATION
Stocks 67% 60%
Fixed Income 33% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 9.26 9.64
Infl. Adjusted Return (%) 6.30 6.67
DRAWDOWN
Deepest Drawdown Depth (%) -38.70 -32.97
Start to Recovery (months) 39 29
Longest Drawdown Depth (%) -22.41 -24.18
Start to Recovery (months) 45 33
Longest Negative Period (months) 62 47
RISK INDICATORS
Standard Deviation (%) 10.94 10.48
Sharpe Ratio 0.56 0.62
Sortino Ratio 0.74 0.82
Ulcer Index 7.45 6.12
Ratio: Return / Standard Deviation 0.85 0.92
Ratio: Return / Deepest Drawdown 0.24 0.29
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)

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Margaritaville Weird Portfolio
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-38.70 39 Nov 2007
Jan 2011
-32.97 29 Nov 2007
Mar 2010
-24.18 33 Jan 2022
Sep 2024
-22.41 45 Apr 2000
Dec 2003
-21.96 27 Jan 2022
Mar 2024
-14.40 7 Jan 2020
Jul 2020
-13.36 6 Feb 2020
Jul 2020
-13.23 27 Apr 1998
Jun 2000
-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
-8.66 8 Sep 2018
Apr 2019
-8.65 12 Jun 2002
May 2003
-7.32 6 Apr 2004
Sep 2004

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Margaritaville Weird Portfolio
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-38.70 39 Nov 2007
Jan 2011
-32.97 29 Nov 2007
Mar 2010
-24.18 33 Jan 2022
Sep 2024
-22.41 45 Apr 2000
Dec 2003
-21.96 27 Jan 2022
Mar 2024
-16.24 18 Dec 1989
May 1991
-15.03 14 Sep 1987
Oct 1988
-14.53 14 Jan 1990
Feb 1991
-14.40 7 Jan 2020
Jul 2020
-13.36 6 Feb 2020
Jul 2020
-13.23 27 Apr 1998
Jun 2000
-12.82 10 May 2011
Feb 2012
-12.71 14 Sep 1987
Oct 1988
-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 - 30 September 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 Weird Portfolio
Year Return Drawdown Return Drawdown
2024
 13.21% -2.90% 11.87% -4.13%
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%