Margaritaville at a glance
Margaritaville is a fixed-allocation portfolio by Scott Burns across US Equity, International Equity, TIPS, rebalanced annual. Backtested 1993-12-31 to 2026-04-24 (32.2 years): 7.5% CAGR, 0.68 Sharpe, -42.3% max drawdown, 11.7% volatility.
- Type
- Fixed Allocation
- Author
- Scott Burns
- Rebalancing
- Annual
- Risk
- Moderate
- Period
- 1993-12-31 to 2026-04-24
- CAGR
- 7.5%
- Sharpe
- 0.68
- Max Drawdown
- -42.3%
- Volatility
- 11.7%
Margaritaville — Fixed Allocation Portfolio
Scott Burns' Margaritaville: equal-third split across VTI, VXUS, and TIP. Evolution of the Couch Potato adding international diversification.
Backtest Performance (1993-12-31 to 2026-04-24)
| Metric | Margaritaville |
|---|---|
| Compound Annual Growth Rate (CAGR) | 7.5% |
| Maximum Drawdown | -42.3% |
| Sharpe Ratio | 0.68 |
| Sortino Ratio | 0.86 |
| Annualized Volatility | 11.7% |
| Calmar Ratio | 0.18 |
| Total Return | 942.1% |
| Backtest Period | 32.2 years |
Strategy Details
- Type
- Fixed / Strategic
- Rebalancing
- annual
- Risk Level
- moderate
- Variants
- 1
- Author
- Scott Burns
- Source
- Burns, Scott. Margaritaville Portfolio
Asset Classes
- US Equity
- International Equity
- TIPS
Categories
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