Scott Burns Couch Potato Portfolio: ETF allocation and returns

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.

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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:

Worst drawdowns since October 1996 - Chart and Data

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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	Jun 2020	3	5
-10.33%	Sep 2000	Sep 2002	25	May 2003	8	33
-8.07%	Jul 1998	Aug 1998	2	Nov 1998	3	5
-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
-4.61%	Apr 2000	May 2000	2	Aug 2000	3	5
-3.54%	Apr 2004	Apr 2004	1	Oct 2004	6	7
-3.40%	Feb 1997	Mar 1997	2	May 1997	2	4
-3.30%	Feb 1999	Feb 1999	1	Apr 1999	2	3
-3.29%	Jul 1999	Sep 1999	3	Oct 1999	1	4
-3.23%	Sep 2020	Oct 2020	2	Nov 2020	1	3
-3.18%	May 2013	Jun 2013	2	Jul 2013	1	3
-2.93%	Feb 2018	Mar 2018	2	Jul 2018	4	6
-2.80%	Aug 1997	Aug 1997	1	Sep 1997	1	2
-2.76%	Sep 2021	Sep 2021	1	in progress		1
-2.63%	May 2019	May 2019	1	Jun 2019	1	2
-2.50%	Aug 2013	Aug 2013	1	Sep 2013	1	2

Worst drawdowns since June 1991 - Chart and Data

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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	Jun 2020	3	5
-10.33%	Sep 2000	Sep 2002	25	May 2003	8	33
-8.77%	Feb 1994	Jun 1994	5	Mar 1995	9	14
-8.07%	Jul 1998	Aug 1998	2	Nov 1998	3	5
-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
-4.61%	Apr 2000	May 2000	2	Aug 2000	3	5
-3.54%	Apr 2004	Apr 2004	1	Oct 2004	6	7
-3.40%	Feb 1997	Mar 1997	2	May 1997	2	4
-3.30%	Feb 1999	Feb 1999	1	Apr 1999	2	3
-3.29%	Jul 1999	Sep 1999	3	Oct 1999	1	4
-3.23%	Sep 2020	Oct 2020	2	Nov 2020	1	3
-3.18%	May 2013	Jun 2013	2	Jul 2013	1	3
-2.93%	Feb 2018	Mar 2018	2	Jul 2018	4	6
-2.80%	Aug 1997	Aug 1997	1	Sep 1997	1	2
-2.76%	Jul 1996	Jul 1996	1	Sep 1996	2	3
-2.76%	Sep 2021	Sep 2021	1	in progress		1

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	Negative Periods
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.

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	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