Last Update: 31 July 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 8.84% compound annual return, with a 7.42% 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
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.

Portfolio and ETF Returns

The Scott Burns Couch Potato Portfolio guaranteed the following returns.

SCOTT BURNS COUCH POTATO PORTFOLIO RETURNS (%)
Last Update: 31 July 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Scott Burns Couch Potato Portfolio +3.95 +8.62 +4.22 +10.99 +8.71 +7.60 +8.84
Components
VTI - Vanguard Total Stock Market +5.74 +14.00 +2.15 +10.85 +11.37 +10.87 +13.59
TIP - iShares TIPS Bond +2.33 +4.01 +6.24 +10.48 +5.59 +4.05 +3.65
(*) 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 July 2020
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Period Returns
Jul 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.95%
0.00%
1 - 0
3M
+8.62%
0.00%
3 - 0
6M
+4.22%
-10.72%
Feb 2020 - Mar 2020
4 - 2
YTD
+5.30%
-10.72%
Feb 2020 - Mar 2020
5 - 2
1Y
+10.99%
12.23%
-10.72%
Feb 2020 - Mar 2020
9 - 3
3Y
+8.71%
annualized
9.48%
-10.72%
Feb 2020 - Mar 2020
27 - 9
5Y
+7.60%
annualized
8.27%
-10.72%
Feb 2020 - Mar 2020
45 - 15
10Y
+8.84%
annualized
7.42%
-10.72%
Feb 2020 - Mar 2020
87 - 33
MAX
01 Jan 2001
+6.77%
annualized
8.13%
-27.03%
Nov 2007 - Feb 2009
160 - 75

* 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
+8.84% 50 50 0
All Weather Portfolio
Ray Dalio
+8.11% 30 55 15 Compare
Stocks/Bonds 40/60
+7.85% 40 60 0 Compare
Permanent Portfolio
Harry Browne
+7.36% 25 50 25 Compare
Edge Select Moderately Conservative
Merrill Lynch
+6.83% 37 63 0 Compare

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Scott Burns Couch Potato Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.12% +32.07%
Mar 2009 - Feb 2010
-25.31%
Mar 2008 - Feb 2009
15.63%
2 Years
+7.11% +23.49%
Mar 2009 - Feb 2011
-11.24%
Mar 2007 - Feb 2009
11.32%
3 Years
+7.18% +18.65%
Mar 2009 - Feb 2012
-5.41%
Mar 2006 - Feb 2009
5.00%
5 Years
+6.96% +15.13%
Mar 2009 - Feb 2014
-0.85%
Mar 2004 - Feb 2009
0.57%
7 Years
+6.92% +11.15%
Mar 2009 - Feb 2016
+2.22%
Mar 2002 - Feb 2009
0.00%
10 Years
+7.17% +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
+5.30% 1.0 -3.5 -7.5 7.5 2.8 1.6 4.0
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

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