Data Source: from June 1991 to September 2021

Last Update: 30 September 2021

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 9.87% compound annual return, with a 7.47% standard deviation.

In the last 25 years, a 8.32% compound annual return, with a 8.43% 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:

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: 30 September 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 20Y(*) 25Y(*)
Scott Burns Couch Potato Portfolio -2.76 +0.78 +6.60 +18.01 +11.76 +10.57 +9.87 +7.94 +8.32
Components
VTI
Vanguard Total Stock Market
-4.46 -0.03 +8.10 +32.16 +16.05 +16.88 +16.60 +10.07 +9.79
TIP
iShares TIPS Bond
-0.78 +1.71 +4.97 +4.88 +7.23 +4.13 +2.97 +4.99 +5.88
(*) 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: 30 September 2021
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Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-2.76%
-2.76%
Sep 2021 - Sep 2021
0 - 1
3M
+0.78%
-2.76%
Sep 2021 - Sep 2021
2 - 1
6M
+6.60%
-2.76%
Sep 2021 - Sep 2021
5 - 1
YTD
+9.19%
-2.76%
Sep 2021 - Sep 2021
7 - 2
1Y
+18.01%
7.69%
-2.76%
Sep 2021 - Sep 2021
9 - 3
3Y
+11.76%
annualized
10.49%
-10.72%
Feb 2020 - Mar 2020
26 - 10
5Y
+10.57%
annualized
8.47%
-10.72%
Feb 2020 - Mar 2020
46 - 14
10Y
+9.87%
annualized
7.47%
-10.72%
Feb 2020 - Mar 2020
89 - 31
20Y
+7.94%
annualized
8.06%
-27.03%
Nov 2007 - Feb 2009
166 - 74
25Y
+8.32%
annualized
8.43%
-27.03%
Nov 2007 - Feb 2009
201 - 99
MAX
01 Jun 1991
+8.95%
annualized
8.22%
-27.03%
Nov 2007 - Feb 2009
247 - 117
* Annualized St.Dev. of monthly returns

Best Classic Portfolios, with Medium Risk, ordered by 25 Years annualized return.

25 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
Couch Potato
Scott Burns
+8.32% -27.03% 50 50 0
All Weather Portfolio
Ray Dalio
+7.92% -12.19% 30 55 15 Compare
Robo Advisor 50
Betterment
+7.70% -30.72% 49.9 50.1 0 Compare
Stocks/Bonds 40/60
+7.27% -19.17% 40 60 0 Compare
Dynamic 40/60 Income
+7.22% -29.85% 40 60 0 Compare

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

Scott Burns Couch Potato Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+9.21% +32.07%
Mar 2009 - Feb 2010
-25.31%
Mar 2008 - Feb 2009
13.03%
2 Years
+8.74% +23.49%
Mar 2009 - Feb 2011
-11.24%
Mar 2007 - Feb 2009
9.09%
3 Years
+8.51% +20.59%
Dec 1994 - Nov 1997
-5.41%
Mar 2006 - Feb 2009
3.95%
5 Years
+8.40% +17.45%
Jan 1995 - Dec 1999
-0.85%
Mar 2004 - Feb 2009
0.33%
7 Years
+8.15% +14.91%
Jul 1991 - Jun 1998
+2.22%
Mar 2002 - Feb 2009
0.00%
10 Years
+7.78% +12.29%
Jul 1991 - Jun 2001
+2.76%
Mar 1999 - Feb 2009
0.00%
15 Years
+7.53% +10.21%
Dec 1991 - Nov 2006
+5.76%
Feb 2001 - Jan 2016
0.00%
20 Years
+7.73% +9.18%
Dec 1994 - Nov 2014
+5.74%
Apr 2000 - Mar 2020
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: in which months is it better to invest?

In the table below, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
0.78
63%
0.28
67%
0.45
57%
1.34
80%
0.73
70%
0.40
65%
1.05
68%
0.54
65%
0.23
61%
0.64
67%
1.27
77%
1.28
77%
Best
Year
5.0
2019
3.5
1998
7.0
2009
7.5
2020
5.3
2003
4.0
2019
6.3
1997
4.5
2000
4.9
2010
6.3
2011
6.4
2020
8.0
1991
Worst
Year
-4.0
2009
-6.2
2009
-7.5
2020
-3.5
2004
-4.0
2010
-3.0
2008
-2.8
2002
-7.0
1998
-6.4
2008
-12.3
2008
-3.2
2000
-4.5
2018
Statistics calculated for the period Jun 1991 - Sep 2021

For further information about the seasonality, check the Asset Class Seasonality page.

Monthly Returns of Scott Burns Couch Potato Portfolio

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+9.19% 0.0 0.7 1.7 3.3 0.7 1.7 2.2 1.4 -2.8
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
2000
+3.54% -1.8 2.5 4.2 -2.8 -1.9 3.3 -0.4 4.5 -2.3 -0.2 -3.2 2.0
1999
+9.67% 2.3 -3.3 2.0 2.7 -1.6 2.3 -2.0 -0.6 -0.7 3.4 1.6 3.6
1998
+16.26% 1.0 3.5 2.7 0.9 -0.9 2.4 -1.1 -7.0 4.4 3.2 3.4 3.2
1997
+21.85% 2.6 -0.1 -3.4 3.5 4.2 3.1 6.3 -2.8 4.1 -0.9 2.3 1.5
1996
+11.14% 1.4 -0.9 -0.1 0.7 1.2 0.4 -2.8 1.0 4.2 2.5 4.9 -1.6
1995
+29.40% 2.4 3.1 1.8 1.9 4.3 1.9 1.9 1.5 2.6 0.1 3.0 1.8
1994
-3.21% 2.8 -2.9 -4.3 -0.4 0.2 -1.7 3.0 2.2 -2.4 0.6 -1.7 1.6
1993
+13.19% 1.7 1.9 1.3 -1.0 1.6 2.1 0.7 3.8 0.2 0.9 -1.5 1.1
1992
+8.92% -1.7 1.4 -1.9 0.5 1.8 -0.1 3.9 -0.6 1.6 -0.7 2.3 2.4

* 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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