Scott Burns Margaritaville Portfolio
Margaritaville Portfolio is a lazy portfolio created by Scott Burns, a popular Dallas Morning News financial columnist, in 2004. it consists of 3 assets weighted equally: a US equity index fund, a broad international equity index fund, and a TIPS index fund. Burns named it the Margaritaville Portfolio after the traditional margarita, which includes equal parts of tequila, triple sec, and lime juice.
Scott Burns Margaritaville PortfolioAsset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
TIP iShares TIPS Bond ETF | Inflation-Protected Bonds | 33.34% |
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 33.33% |
VXUS Vanguard Total International Stock ETF | Foreign Large Cap Equities | 33.33% |
Scott Burns Margaritaville PortfolioPerformance
The chart shows the growth of $10,000 invested in Scott Burns Margaritaville Portfolio in Jan 2011 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $20,943 for a total return of roughly 109.43%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Scott Burns Margaritaville PortfolioReturns
As of Dec 3, 2022, the Scott Burns Margaritaville Portfolio returned -13.37% Year-To-Date and 7.35% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 5.59% | -2.52% | -14.57% | -9.78% | 9.04% | 11.20% |
| Scott Burns Margaritaville Portfolio | 7.26% | -2.96% | -12.33% | -9.39% | 5.40% | 6.52% |
| Portfolio components: | ||||||
VTI Vanguard Total Stock Market ETF | 5.46% | -1.68% | -14.55% | -10.04% | 10.30% | 12.95% |
VXUS Vanguard Total International Stock ETF | 12.50% | -4.40% | -13.72% | -10.20% | 2.08% | 4.75% |
TIP iShares TIPS Bond ETF | 3.71% | -3.61% | -9.47% | -8.82% | 2.64% | 1.17% |
| Returns over 1 year are annualized | ||||||
Scott Burns Margaritaville PortfolioDividends
Scott Burns Margaritaville Portfolio granted a 4.07% dividend yield in the last twelve months.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 4.07% | 2.97% | 1.67% | 2.37% | 2.93% | 2.47% | 2.45% | 2.02% | 2.76% | 2.31% | 3.08% | 3.96% | 1.85% |
Scott Burns Margaritaville PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Scott Burns Margaritaville PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the Scott Burns Margaritaville Portfolio. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Scott Burns Margaritaville Portfolio is 23.92%, recorded on Mar 18, 2020. It took 87 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.92% | Feb 13, 2020 | 24 | Mar 18, 2020 | 87 | Jul 22, 2020 | 111 |
| -22.48% | Nov 9, 2021 | 233 | Oct 12, 2022 | — | — | — |
| -14.2% | May 2, 2011 | 108 | Oct 3, 2011 | 95 | Feb 17, 2012 | 203 |
| -13.75% | Jan 29, 2018 | 229 | Dec 24, 2018 | 122 | Jun 20, 2019 | 351 |
| -13.56% | Apr 28, 2015 | 201 | Feb 11, 2016 | 131 | Aug 18, 2016 | 332 |
| -8.15% | May 22, 2013 | 23 | Jun 24, 2013 | 60 | Sep 18, 2013 | 83 |
| -7.46% | Apr 3, 2012 | 42 | Jun 1, 2012 | 67 | Sep 6, 2012 | 109 |
| -6.41% | Sep 4, 2014 | 31 | Oct 16, 2014 | 88 | Feb 24, 2015 | 119 |
| -5.04% | Sep 3, 2020 | 14 | Sep 23, 2020 | 13 | Oct 12, 2020 | 27 |
| -4.83% | Oct 13, 2020 | 14 | Oct 30, 2020 | 6 | Nov 9, 2020 | 20 |
Scott Burns Margaritaville PortfolioVolatility Chart
Current Scott Burns Margaritaville Portfolio volatility is 14.08%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.