The Scott Burns Couch Portfolio is exposed for 50% on the Stock Market.

In the last 10 years, it obtained a 9.58% compound annual return, with a 6.85% standard deviation (*).

(*) Last Update: April 2019

The Scott Burns Couch Portfolio has the following asset allocation:

50% Stocks
50% Fixed Income
0% Commodities

The Scott Burns Couch Portfolio can be replicated with the following ETFs:

Weight ETF: Ticker - Name Asset
50.00 % VTI -
Vanguard Total Stock Market
US Stock Market
50.00 % TIP -
iShares TIPS Bond
TIPS

Capital growth, returns, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at each January 1st).

Last Update: April 2019.

Capital Growth and Historical Returns

An investment of 1000$, since January 2001, now would be worth 3181.76$, with a total return of 218.18% (6.52% annualized).

Capital Growth:

Portofolio Returns, up to December 2003, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.

In particular, it has been used:

VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001

TIP - iShares TIPS Bond: simulated historical serie, up to December 2003

Swipe left to see all data
Range Returns
Apr 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.16%
0.00%
1 - 0
YTD
+10.97%
0.00%
4 - 0
1Y
+7.98%
9.06%
-8.07%
Sep 2018 - Dec 2018
9 - 3
3Y
+8.21%
annualized
6.02%
-8.07%
Sep 2018 - Dec 2018
29 - 7
5Y
+6.43%
annualized
6.30%
-8.07%
Sep 2018 - Dec 2018
44 - 16
10Y
+9.58%
annualized
6.85%
-8.07%
Sep 2018 - Dec 2018
87 - 33
MAX
Dec 2000
+6.52%
annualized
7.82%
-27.03%
Nov 2007 - Feb 2009
149 - 71

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

Scott Burns Couch Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*)
Rolling Period Average Best Worst
1 Year
+7.03% +32.07%
Mar 2009 - Feb 2010
-25.31%
Mar 2008 - Feb 2009
2 Years
+7.14% +23.49%
Mar 2009 - Feb 2011
-11.24%
Mar 2007 - Feb 2009
3 Years
+7.15% +18.65%
Mar 2009 - Feb 2012
-5.41%
Mar 2006 - Feb 2009
5 Years
+7.02% +15.13%
Mar 2009 - Feb 2014
-0.85%
Mar 2004 - Feb 2009
7 Years
+6.88% +11.15%
Mar 2009 - Feb 2016
+2.22%
Mar 2002 - Feb 2009
10 Years
+6.98% +10.35%
Mar 2009 - Feb 2019
+5.19%
Feb 2001 - Jan 2011
15 Years
+7.00% +8.01%
Feb 2003 - Jan 2018
+5.76%
Feb 2001 - Jan 2016

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2019
+10.97% 5.0 1.8 1.7 2.2
2018
-3.32% 2.2 -2.4 -0.5 0.2 1.5 0.7 1.4 2.1 -0.4 -4.6 1.3 -4.5
2017
+12.07% 1.4 2.1 0.0 0.8 0.5 0.1 1.2 0.6 0.9 1.3 1.7 1.1
2016
+8.75% -2.1 0.6 4.3 0.4 0.5 1.3 2.3 -0.1 0.5 -1.4 1.2 1.0
2015
-0.70% 0.3 2.1 -0.8 0.7 0.2 -1.4 1.1 -3.6 -1.7 4.0 0.2 -1.6
2014
+8.07% -0.5 2.6 -0.0 0.7 2.1 1.5 -1.1 2.4 -2.3 1.8 1.4 -0.5
2013
+12.48% 2.5 0.8 2.1 1.2 -0.7 -2.5 3.6 -2.5 3.0 2.6 1.1 1.0
2012
+11.42% 3.7 1.9 1.2 0.5 -2.3 1.7 1.3 1.3 1.5 -0.7 0.7 0.3
2011
+7.12% 1.0 2.2 0.8 2.6 -0.4 -0.5 0.8 -2.6 -3.6 6.3 0.1 0.6
2010
+11.78% -1.0 1.0 3.2 2.3 -4.0 -2.2 3.2 -1.3 4.9 3.2 -0.6 2.8
2009
+18.92% -4.0 -6.2 7.0 4.1 3.7 0.3 3.9 2.3 3.1 -0.9 4.3 0.5
2008
-18.47% -1.3 -0.4 -0.5 1.5 1.0 -3.0 -0.6 1.1 -6.4 -12.3 -2.9 4.6
2007
+8.64% 1.1 0.2 0.7 2.3 1.2 -1.0 -0.7 1.2 2.6 1.5 -0.3 -0.3
2006
+7.99% 1.6 0.1 -0.0 0.4 -1.5 0.3 0.7 2.0 1.2 1.8 1.7 -0.5
2005
+4.40% -1.2 0.8 -0.8 -0.2 2.3 0.6 0.9 0.7 0.3 -1.8 2.4 0.5
2004
+10.53% 1.9 1.8 0.3 -3.5 1.7 1.0 -1.4 1.4 0.9 1.4 2.2 2.6
2003
+19.38% -1.1 1.1 -0.5 4.0 5.3 0.4 -1.0 2.1 0.9 3.4 0.8 2.6
2002
-1.93% -0.2 -0.1 1.5 -0.8 0.1 -2.6 -2.8 2.4 -2.8 1.2 2.5 -0.2
2001
-1.68% 2.9 -3.9 -2.7 4.0 1.1 -0.8 0.0 -2.6 -3.7 2.4 1.9 0.2