Scott Burns Couch Potato Portfolio: ETF allocation and returns

Last Update: 31 May 2020

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

It's a Medium Risk portfolio and it can be replicated with 2 ETFs.

In the last 10 years, the portfolio obtained a 8.35% compound annual return, with a 7.44% standard deviation.

In 2019, the portfolio granted a 2.09% dividend yield. If you are interested in getting periodic income, please refer to the Scott Burns Couch Potato Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Scott Burns Couch Potato Portfolio has the following asset allocation:

        50% Stocks
      
        50% Fixed Income
      
        0% Commodities

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

Weight		Ticker	ETF Name	Investment Themes
50.00 %		VTI	Vanguard Total Stock Market	Equity, U.S., Large Cap
50.00 %		TIP	iShares TIPS Bond	Bond, U.S., All-Term

Portfolio and ETF Returns

The Scott Burns Couch Potato Portfolio guaranteed the following returns.

SCOTT BURNS COUCH POTATO PORTFOLIO RETURNS (%)

Last Update: 31 May 2020

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	1M	3M	6M	1Y	*3Y^()**	*5Y^()**	*10Y^()**
Scott Burns Couch Potato Portfolio	+2.84	+2.24	+1.37	+10.26	+7.20	+6.38	+8.35
*Components*
VTI - Vanguard Total Stock Market	+5.40	+2.65	-2.97	+11.28	+9.52	+9.14	+12.78
TIP - iShares TIPS Bond	+0.65	+1.88	+5.38	+8.06	+4.31	+3.27	+3.41

(*) annualized

Portfolio returns are calculated assuming:

a rebalancing of the components at the beginning of each year (i.e. at every January 1st)
the reinvestment of dividends

If you are interested in getting periodic income, please refer to the Scott Burns Couch Potato Portfolio: Dividend Yield page.

Historical Returns

Scott Burns Couch Potato Portfolio - Historical returns and stats.

SCOTT BURNS COUCH POTATO PORTFOLIO

Last Update: 31 May 2020

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Period	Returns May 2020	Standard Deviation *	Max Drawdown	Months Pos - Neg
1M	+2.84%		0.00%	1 - 0
3M	+2.24%		-7.49% Mar 2020 - Mar 2020	2 - 1
6M	+1.37%		-10.72% Feb 2020 - Mar 2020	4 - 2
YTD	-0.30%		-10.72% Feb 2020 - Mar 2020	3 - 2
1Y	+10.26%	12.22%	-10.72% Feb 2020 - Mar 2020	9 - 3
3Y	+7.20% annualized	9.28%	-10.72% Feb 2020 - Mar 2020	27 - 9
5Y	+6.38% annualized	8.17%	-10.72% Feb 2020 - Mar 2020	44 - 16
10Y	+8.35% annualized	7.44%	-10.72% Feb 2020 - Mar 2020	86 - 34
MAX 01 Jan 2001	+6.53% annualized	8.13%	-27.03% Nov 2007 - Feb 2009	158 - 75

* Annualized St.Dev. of monthly returns

Best Medium Risk Porftolios, ordered by 10Y annualized return.

Portfolio	10Y Return ▾	#ETF	Stocks	Bonds	Comm.
Couch Potato Scott Burns	+8.35%	2	50	50	0
All Weather Portfolio Ray Dalio	+7.78%	5	30	55	15	Compare
Stocks/Bonds 40/60	+7.57%	2	40	60	0	Compare
Permanent Portfolio Harry Browne	+6.73%	4	25	50	25	Compare
Edge Select Moderately Conservative Merrill Lynch	+6.71%	12	37	63	0	Compare

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Worst drawdowns since May 2010.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-10.72%	Feb 2020	Mar 2020	2	in progress	2	4
-8.07%	Sep 2018	Dec 2018	4	Apr 2019	4	8
-6.24%	May 2011	Sep 2011	5	Dec 2011	3	8
-5.47%	Mar 2015	Sep 2015	7	Apr 2016	7	14
-3.18%	May 2013	Jun 2013	2	Jul 2013	1	3
-2.93%	Feb 2018	Mar 2018	2	Jul 2018	4	6
-2.63%	May 2019	May 2019	1	Jun 2019	1	2
-2.50%	Aug 2013	Aug 2013	1	Sep 2013	1	2
-2.34%	Sep 2014	Sep 2014	1	Nov 2014	2	3
-2.32%	May 2012	May 2012	1	Jul 2012	2	3
-2.22%	Jun 2010	Jun 2010	1	Jul 2010	1	2
-1.37%	Oct 2016	Oct 2016	1	Dec 2016	2	3
-1.33%	Aug 2010	Aug 2010	1	Sep 2010	1	2
-1.05%	Jul 2014	Jul 2014	1	Aug 2014	1	2
-0.65%	Oct 2012	Oct 2012	1	Nov 2012	1	2
-0.59%	Nov 2010	Nov 2010	1	Dec 2010	1	2
-0.53%	Dec 2014	Dec 2014	1	Feb 2015	2	3
-0.53%	Jan 2014	Jan 2014	1	Feb 2014	1	2
-0.07%	Aug 2016	Aug 2016	1	Sep 2016	1	2
-0.01%	Mar 2014	Mar 2014	1	Apr 2014	1	2

Worst drawdowns since December 2000.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-27.03%	Nov 2007	Feb 2009	16	Apr 2010	14	30
-10.72%	Feb 2020	Mar 2020	2	in progress	2	4
-9.51%	Feb 2001	Sep 2002	20	May 2003	8	28
-8.07%	Sep 2018	Dec 2018	4	Apr 2019	4	8
-6.24%	May 2011	Sep 2011	5	Dec 2011	3	8
-6.08%	May 2010	Jun 2010	2	Sep 2010	3	5
-5.47%	Mar 2015	Sep 2015	7	Apr 2016	7	14
-3.54%	Apr 2004	Apr 2004	1	Oct 2004	6	7
-3.18%	May 2013	Jun 2013	2	Jul 2013	1	3
-2.93%	Feb 2018	Mar 2018	2	Jul 2018	4	6
-2.63%	May 2019	May 2019	1	Jun 2019	1	2
-2.50%	Aug 2013	Aug 2013	1	Sep 2013	1	2
-2.34%	Sep 2014	Sep 2014	1	Nov 2014	2	3
-2.32%	May 2012	May 2012	1	Jul 2012	2	3
-1.83%	Oct 2005	Oct 2005	1	Nov 2005	1	2
-1.70%	Jun 2007	Jul 2007	2	Sep 2007	2	4
-1.54%	May 2006	May 2006	1	Aug 2006	3	4
-1.50%	Jan 2005	Apr 2005	4	May 2005	1	5
-1.37%	Oct 2016	Oct 2016	1	Dec 2016	2	3
-1.05%	Jul 2014	Jul 2014	1	Aug 2014	1	2

Rolling Returns

Scott Burns Couch Potato Portfolio: annualized rolling and average returns

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	*Return ()**			Negative Periods
Rolling Period	Average	Best	Worst	Negative Periods
1 Year	+7.10%	+32.07% Mar 2009 - Feb 2010	-25.31% Mar 2008 - Feb 2009	15.77%
2 Years	+7.10%	+23.49% Mar 2009 - Feb 2011	-11.24% Mar 2007 - Feb 2009	11.43%
3 Years	+7.17%	+18.65% Mar 2009 - Feb 2012	-5.41% Mar 2006 - Feb 2009	5.05%
5 Years	+6.95%	+15.13% Mar 2009 - Feb 2014	-0.85% Mar 2004 - Feb 2009	0.57%
7 Years	+6.91%	+11.15% Mar 2009 - Feb 2016	+2.22% Mar 2002 - Feb 2009	0.00%
10 Years	+7.14%	+10.35% Mar 2009 - Feb 2019	+5.19% Feb 2001 - Jan 2011	0.00%
15 Years	+6.95%	+8.01% Feb 2003 - Jan 2018	+5.76% Feb 2001 - Jan 2016	0.00%

* 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
2020	-0.30%	1.0	-3.5	-7.5	7.5	2.8
2019	+19.51%	5.0	1.8	1.7	2.2	-2.6	4.0	0.9	0.0	0.4	1.1	2.2	1.7
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

* Note:
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