Scott Burns Couch Potato Portfolio: ETF allocation and returns

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 8.64% compound annual return, with a 6.80% standard deviation (Last Update: October 2019).

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

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

Historical Returns

Scott Burns Couch Potato Portfolio - Historical returns and stats:

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Range	Returns Oct 2019	Standard Deviation *	Max Drawdown	Months Pos - Neg
1M	+1.10%		0.00%	1 - 0
YTD	+15.06%		-2.63% May 2019 - May 2019	8 - 2
1Y	+11.31%	8.47%	-4.47% Dec 2018 - Dec 2018	9 - 3
3Y	+8.41% annualized	6.43%	-8.07% Sep 2018 - Dec 2018	29 - 7
5Y	+6.30% annualized	6.35%	-8.07% Sep 2018 - Dec 2018	44 - 16
10Y	+8.64% annualized	6.80%	-8.07% Sep 2018 - Dec 2018	86 - 34
MAX Dec 2000	+6.54% annualized	7.80%	-27.03% Nov 2007 - Feb 2009	153 - 73

* 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	+8.64%	2	50	50	0
Stocks/Bonds 40/60	+7.76%	2	40	60	0
All Weather Portfolio Ray Dalio	+7.65%	5	30	55	15
Edge Select Moderately Conservative Merrill Lynch	+6.93%	12	37	63	0
Lifepath Fund iShares	+6.71%	6	40.42	59.58	0

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Worst drawdowns since October 2009.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-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
-3.18%	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
-1.37%	Oct 2016	Oct 2016	1	Dec 2016	2	3
-1.05%	Jul 2014	Jul 2014	1	Aug 2014	1	2
-1.02%	Jan 2010	Jan 2010	1	Mar 2010	2	3
-0.65%	Oct 2012	Oct 2012	1	Nov 2012	1	2
-0.59%	Nov 2010	Nov 2010	1	Dec 2010	1	2
-0.53%	Jan 2014	Jan 2014	1	Feb 2014	1	2
-0.53%	Dec 2014	Dec 2014	1	Feb 2015	2	3
-0.07%	Aug 2016	Aug 2016	1	Sep 2016	1	2
-0.01%	Mar 2014	Mar 2014	1	Apr 2014	1	2
-0.01%	Aug 2019	Aug 2019	1	Sep 2019	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
-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
-0.97%	Jul 2003	Jul 2003	1	Aug 2003	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	+7.01%	+32.07% Mar 2009 - Feb 2010	-25.31% Mar 2008 - Feb 2009	15.81%
2 Years	+7.13%	+23.49% Mar 2009 - Feb 2011	-11.24% Mar 2007 - Feb 2009	11.82%
3 Years	+7.16%	+18.65% Mar 2009 - Feb 2012	-5.41% Mar 2006 - Feb 2009	5.24%
5 Years	+6.99%	+15.13% Mar 2009 - Feb 2014	-0.85% Mar 2004 - Feb 2009	0.60%
7 Years	+6.90%	+11.15% Mar 2009 - Feb 2016	+2.22% Mar 2002 - Feb 2009	0.00%
10 Years	+7.08%	+10.35% Mar 2009 - Feb 2019	+5.19% Feb 2001 - Jan 2011	0.00%
15 Years	+6.98%	+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
2019	+15.06%	5.0	1.8	1.7	2.2	-2.6	4.0	0.9	-0.0	0.4	1.1
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