Margaritaville
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Margaritaville at a glance
Margaritaville is a fixed-allocation portfolio by Scott Burns, rebalanced annual.
- Type
- Fixed Allocation
- Author
- Scott Burns
- Rebalancing
- Annual
- Risk
- Moderate
Margaritaville — Fixed Allocation Portfolio
Margaritaville: frequently asked questions
- What is Margaritaville?
- Margaritaville is a fixed-allocation portfolio by Scott Burns, rebalanced annual.
- Who created the Margaritaville strategy?
- Margaritaville was developed by Scott Burns.
- How often is Margaritaville rebalanced?
- Margaritaville is rebalanced annual. BestFolio publishes the updated allocation signal each period.
- Is Margaritaville a fixed or tactical strategy?
- Margaritaville is a fixed-allocation (strategic) portfolio: it holds a set allocation and rebalances on schedule rather than rotating based on market signals.
Strategy Details
- Type
- Fixed / Strategic
- Rebalancing
- annual
- Risk Level
- moderate
- Variants
- 1
- Author
- Scott Burns
Further reading
Holding Margaritaville alongside another strategy? Use the free portfolio overlap calculator to see how much of the two portfolios actually differs.
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