Growth of $10,000: Margarita Portfolio
A $10,000 investment in the Margarita Portfolio at the start of 2000 would have grown to $56,359 by 2026 — about 5.6× the original stake over 26 years, based on historical data.
26-Year Growth of $10,000
What the numbers mean
Over this 26-year window the Margarita Portfolio compounded at roughly 8.48%per year. That growth was not a straight line: the strategy's worst peak-to-trough decline reached -19.1%, a reminder that even the steadiest allocations go through painful stretches.
Its best single year returned +30.4% (2025), while its worst year fell -12.1% (2008). Adjusted for inflation, the ending $56,359 is worth about $31,341 in 2000 dollars — the real purchasing power your money would have gained after rising prices are stripped out.
These figures assume the strategy's target weights (three equal slices — stocks, bonds, and gold — for a simple all-weather tilt.) rebalanced annual, with no additional contributions or withdrawals. To model your own contributions, withdrawal rate, or a different mix, open this allocation in the portfolio simulator.
Annual Returns
| '00 | '01 | '02 | '03 | '04 | '05 | '06 | '07 | '08 | '09 | '10 | '11 | '12 | '13 | '14 | '15 | '16 | '17 | '18 | '19 | '20 | '21 | '22 | '23 | '24 | '25 | '26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| -3 | +3 | -3 | +6 | +6 | +8 | -1 | +13 | -12 | +18 | +17 | +14 | +4 | -1 | +8 | -5 | +11 | +13 | 0 | +17 | +15 | +5 | -4 | +9 | +21 | +30 | +0 |
Hypothetical historical performance based on backtested data. Past performance does not guarantee future results. This site is for educational purposes only and does not constitute investment advice. Full disclaimer