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.
Asset 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% |
Performance
The chart shows the growth of $10,000 invested in Scott Burns Margaritaville Portfolio in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $20,496 for a total return of roughly 104.96%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 18, 2023, the Scott Burns Margaritaville Portfolio returned 1.82% Year-To-Date and 5.70% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -5.31% | 2.01% | 0.39% | -10.12% | 7.32% | 9.71% |
| Scott Burns Margaritaville Portfolio | -3.77% | 1.82% | 2.02% | -8.53% | 4.48% | 5.70% |
| Portfolio components: | ||||||
VTI Vanguard Total Stock Market ETF | -5.95% | 2.09% | 0.28% | -9.69% | 8.45% | 11.27% |
VXUS Vanguard Total International Stock ETF | -6.22% | 1.18% | 6.29% | -8.55% | 1.10% | 3.86% |
TIP iShares TIPS Bond ETF | 1.04% | 2.05% | -0.96% | -8.24% | 2.64% | 1.23% |
| Returns over 1 year are annualized | ||||||
Dividends
Scott Burns Margaritaville Portfolio granted a 3.84% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 3.84% | 3.91% | 2.99% | 1.68% | 2.39% | 2.95% | 2.49% | 2.46% | 2.04% | 2.79% | 2.33% | 3.10% |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst 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 |
Volatility Chart
Current Scott Burns Margaritaville Portfolio volatility is 10.87%. 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.