Last Update: 31 December 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 8.93% compound annual return, with a 7.58% standard deviation.
In 2020, the portfolio granted a 1.50% 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:
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.
1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | |
---|---|---|---|---|---|---|---|
Scott Burns Couch Potato Portfolio | +2.93 | +8.08 | +14.45 | +15.93 | +10.23 | +10.30 | +8.93 |
Components | |||||||
VTI - Vanguard Total Stock Market | +4.68 | +14.75 | +25.36 | +21.03 | +14.45 | +15.44 | +13.77 |
TIP - iShares TIPS Bond | +1.10 | +1.63 | +4.52 | +10.84 | +5.79 | +4.99 | +3.65 |
- 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.
Period | Returns Dec 2020 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
---|---|---|---|---|
1M
|
+2.93%
|
0.00%
|
1 - 0 | |
3M
|
+8.08%
|
-1.30%
Oct 2020 - Oct 2020
|
2 - 1 | |
6M
|
+14.45%
|
-3.23%
Sep 2020 - Oct 2020
|
4 - 2 | |
YTD
|
+15.93%
|
14.15%
|
-10.72%
Feb 2020 - Mar 2020
|
8 - 4 |
1Y
|
+15.93%
|
14.15%
|
-10.72%
Feb 2020 - Mar 2020
|
8 - 4 |
3Y
|
+10.23%
annualized
|
10.42%
|
-10.72%
Feb 2020 - Mar 2020
|
25 - 11 |
5Y
|
+10.30%
annualized
|
8.47%
|
-10.72%
Feb 2020 - Mar 2020
|
46 - 14 |
10Y
|
+8.93%
annualized
|
7.58%
|
-10.72%
Feb 2020 - Mar 2020
|
87 - 33 |
MAX
01 Jan 2001
|
+7.14%
annualized
|
8.23%
|
-27.03%
Nov 2007 - Feb 2009
|
163 - 77 |
* Annualized St.Dev. of monthly returns
Best Medium Risk Porftolios, ordered by 10Y annualized return.
Portfolio | 10Y Return ▾ | Stocks | Bonds | Comm. | ||
---|---|---|---|---|---|---|
Couch Potato Scott Burns |
+8.93% | 50 | 50 | 0 | ||
Stocks/Bonds 40/60 |
+7.90% | 40 | 60 | 0 | Compare | |
All Weather Portfolio Ray Dalio |
+7.77% | 30 | 55 | 15 | Compare | |
Robo Advisor 50 Betterment |
+6.98% | 49.9 | 50.1 | 0 | Compare | |
Edge Select Moderately Conservative Merrill Lynch |
+6.93% | 37 | 63 | 0 | Compare |
Capital Growth
Drawdowns
Rolling Returns ( more details)
Scott Burns Couch Potato Portfolio: annualized rolling and average returns
Return (*) | Negative Periods |
|||
---|---|---|---|---|
Rolling Period | Average | Best | Worst | |
1 Year |
+7.26% |
+32.07% Mar 2009 - Feb 2010 |
-25.31% Mar 2008 - Feb 2009 |
15.28% |
2 Years |
+7.23% |
+23.49% Mar 2009 - Feb 2011 |
-11.24% Mar 2007 - Feb 2009 |
11.06% |
3 Years |
+7.23% |
+18.65% Mar 2009 - Feb 2012 |
-5.41% Mar 2006 - Feb 2009 |
4.88% |
5 Years |
+7.02% |
+15.13% Mar 2009 - Feb 2014 |
-0.85% Mar 2004 - Feb 2009 |
0.55% |
7 Years |
+6.95% |
+11.15% Mar 2009 - Feb 2016 |
+2.22% Mar 2002 - Feb 2009 |
0.00% |
10 Years |
+7.24% |
+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
If you need a deeper detail about rolling returns, please refer to the Scott Burns Couch Potato Portfolio: Rolling Returns page.
Seasonality and Yearly/Monthly Returns
Scott Burns Couch Potato Portfolio Seasonality
Months | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average | 0.7 | 0.1 | 0.5 | 1.5 | 0.6 | 0.0 | 0.9 | 0.5 | -0.1 | 0.5 | 1.4 | 0.7 |
Best |
5.0 2019 |
2.6 2014 |
7.0 2009 |
7.5 2020 |
5.3 2003 |
4.0 2019 |
4.0 2020 |
3.9 2020 |
4.9 2010 |
6.3 2011 |
6.4 2020 |
4.6 2008 |
Worst |
-4.0 2009 |
-6.2 2009 |
-7.5 2020 |
-3.5 2004 |
-4.0 2010 |
-3.0 2008 |
-2.8 2002 |
-3.6 2015 |
-6.4 2008 |
-12.3 2008 |
-2.9 2008 |
-4.5 2018 |
Gain Frequency |
60 | 70 | 55 | 85 | 70 | 60 | 70 | 65 | 60 | 65 | 85 | 70 |
Detail of Monthly Returns
Months | |||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2020 |
+15.93% | 1.0 | -3.5 | -7.5 | 7.5 | 2.8 | 1.6 | 4.0 | 3.9 | -2.0 | -1.3 | 6.4 | 2.9 |
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