43. Scott Burns' Margarita Portfolio
Account$98,270
Return−1.73%
vs S&P 500+2.36%
Worst drop−2.52%
What it does
Three equal thirds: total US stock market, total international stocks and US inflation-protected bonds (TIPS). Our TIPS data start only in 2000, so the model has no earlier history.
Account value
Scott Burns' Margarita PortfolioS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| EFA | 322 | $101.89 | $32,809 | 33.39% |
| SPY | 43 | $735.29 | $31,617 | 32.17% |
| TIP | 313 | $106.27 | $33,263 | 33.85% |
| Cash | $581 | 0.59% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | EFA | 322 | $103.26 | $33,250 | $16.62 |
| 2026-10-22 | Buy | TIP | 313 | $105.96 | $33,165 | $16.58 |
| 2026-10-22 | Buy | SPY | 43 | $766.37 | $32,954 | $16.48 |