Data Source: from June 1991 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 02:59PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.25%
1 Day
Jul 05 2022, 02:59PM Eastern Time
1.08%
Current Month
July 2022

The Scott Burns Couch Potato Portfolio is a Medium Risk portfolio and can be implemented with 2 ETFs.

It's exposed for 50% on the Stock Market.

In the last 30 Years, the Scott Burns Couch Potato Portfolio obtained a 8.25% compound annual return, with a 8.33% standard deviation.

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 implemented 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.

According to the available data source, let's assume we built the portfolio on June 1991.

Portfolio returns are calculated in USD, assuming: July 2022 return is calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
SCOTT BURNS COUCH POTATO PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 02:59PM Eastern Time
Swipe left to see all data
  Chg (%) Return (%)
Return (%) as of Jun 30, 2022
  1 Day Time ET(*) Jul 2022 1M 6M 1Y 5Y(*) 10Y(*) 30Y(*)
Scott Burns Couch Potato Portfolio -0.25 1.08 -5.56 -15.18 -9.44 7.03 7.28 8.25
US Inflation Adjusted return -5.56 -18.48 -15.81 3.30 4.70 5.64
Components
VTI
Vanguard Total Stock Market 		-0.20 02:59PM
Jul 05 2022 		0.85 -8.23 -21.32 -14.17 10.53 12.52 9.81
TIP
iShares TIPS Bond 		-0.30 02:59PM
Jul 05 2022 		1.31 -3.11 -9.04 -5.27 3.04 1.57 5.80
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)

US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46% , 30Y: 2.47%

Live update: World Markets and Indexes

Portfolio Dividends

In 2021, the Scott Burns Couch Potato Portfolio granted a 2.96% dividend yield. 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 as of Jun 30, 2022

Historical returns and stats of Scott Burns Couch Potato Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

SCOTT BURNS COUCH POTATO PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from June 1991 to June 2022
Swipe left to see all data
Period Return (%)
as of Jun 2022		 Return (%)
Infl.Adj.		 Standard
Deviation (%)		 Max
Drawdown (%)		 Months
Pos - Neg
1M
Jun 2022
-5.56
-5.56
-5.56
Jun 2022 - Jun 2022
0 - 1
3M
-11.42
-12.57
-11.42
Apr 2022 - Jun 2022
0 - 3
6M
-15.18
-18.48
-15.18
Jan 2022 - Jun 2022
1 - 5
YTD
-15.18
-18.48
-15.18
Jan 2022 - Jun 2022
1 - 5
1Y
-9.44
-15.81
10.43
-15.18
Jan 2022 - Jun 2022
5 - 7
42% pos
3Y(*)
6.55
1.95
10.84
-15.18
Jan 2022 - Jun 2022
23 - 13
64% pos
5Y(*)
7.03
3.30
9.72
-15.18
Jan 2022 - Jun 2022
41 - 19
68% pos
10Y(*)
7.28
4.70
7.92
-15.18
Jan 2022 - Jun 2022
84 - 36
70% pos
15Y(*)
6.58
4.18
9.10
-27.04
Nov 2007 - Feb 2009
120 - 60
67% pos
20Y(*)
7.24
4.67
8.36
-27.04
Nov 2007 - Feb 2009
164 - 76
68% pos
25Y(*)
7.21
4.67
8.54
-27.04
Nov 2007 - Feb 2009
198 - 102
66% pos
30Y(*)
8.25
5.64
8.33
-27.04
Nov 2007 - Feb 2009
242 - 118
67% pos
MAX(*)
01 Jun 1991
8.35
5.72
8.36
-27.04
Nov 2007 - Feb 2009
250 - 123
67% pos
(*) Returns over 1 year are annualized

Returns and stats are calculated assuming a yearly rebalancing of the components weight. How do returns change with different rebalancing strategies?

Capital Growth as of Jun 30, 2022

An investment of 1000$, since July 1992, now would be worth 10776.47$, with a total return of 977.65% (8.25% annualized).

The Inflation Adjusted Capital now would be 5179.82$, with a net total return of 417.98% (5.64% annualized).
An investment of 1000$, since June 1991, now would be worth 12094.68$, with a total return of 1109.47% (8.35% annualized).

The Inflation Adjusted Capital now would be 5626.71$, with a net total return of 462.67% (5.72% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-27.04% Nov 2007 Feb 2009 16 Apr 2010 14 30
-15.18% Jan 2022 Jun 2022 6 in progress 6
-10.72% Feb 2020 Mar 2020 2 Jun 2020 3 5
-10.30% Sep 2000 Sep 2002 25 May 2003 8 33
-8.78% Feb 1994 Jun 1994 5 Mar 1995 9 14
-8.06% Sep 2018 Dec 2018 4 Apr 2019 4 8
-8.06% Jul 1998 Aug 1998 2 Nov 1998 3 5
-6.25% May 2011 Sep 2011 5 Dec 2011 3 8
-6.09% May 2010 Jun 2010 2 Sep 2010 3 5
-5.47% Mar 2015 Sep 2015 7 Apr 2016 7 14
-4.60% Apr 2000 May 2000 2 Aug 2000 3 5
-3.54% Apr 2004 Apr 2004 1 Oct 2004 6 7
-3.41% 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
-3.24% Sep 2020 Oct 2020 2 Nov 2020 1 3
-3.18% May 2013 Jun 2013 2 Jul 2013 1 3
-2.92% 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
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-27.04% Nov 2007 Feb 2009 16 Apr 2010 14 30
-15.18% Jan 2022 Jun 2022 6 in progress 6
-10.72% Feb 2020 Mar 2020 2 Jun 2020 3 5
-10.30% Sep 2000 Sep 2002 25 May 2003 8 33
-8.78% Feb 1994 Jun 1994 5 Mar 1995 9 14
-8.06% Sep 2018 Dec 2018 4 Apr 2019 4 8
-8.06% Jul 1998 Aug 1998 2 Nov 1998 3 5
-6.25% May 2011 Sep 2011 5 Dec 2011 3 8
-6.09% May 2010 Jun 2010 2 Sep 2010 3 5
-5.47% Mar 2015 Sep 2015 7 Apr 2016 7 14
-4.60% Apr 2000 May 2000 2 Aug 2000 3 5
-3.54% Apr 2004 Apr 2004 1 Oct 2004 6 7
-3.41% 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
-3.24% Sep 2020 Oct 2020 2 Nov 2020 1 3
-3.18% May 2013 Jun 2013 2 Jul 2013 1 3
-2.92% 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

Rolling Returns ( more details)

Scott Burns Couch Potato Portfolio: annualized rolling and average returns

Swipe left to see all data
Rolling
Period		 Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
 9.18 32.07
Mar 2009 - Feb 2010 		-25.31
Mar 2008 - Feb 2009 		13.54%
2 Years
 8.87 23.49
Mar 2009 - Feb 2011 		-11.24
Mar 2007 - Feb 2009 		8.86%
3 Years
 8.61 20.59
Dec 1994 - Nov 1997 		-5.41
Mar 2006 - Feb 2009 		3.85%
5 Years
 8.44 17.45
Jan 1995 - Dec 1999 		-0.85
Mar 2004 - Feb 2009 		0.32%
7 Years
 8.16 14.91
Jul 1991 - Jun 1998 		2.22
Mar 2002 - Feb 2009 		0.00%
10 Years
 7.81 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

Scott Burns Couch Potato Portfolio: in which months is it better to invest?

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

For further information about the seasonality, check the Asset Class Seasonality page.
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 %		 0.63
61% 		0.24
65% 		0.45
58% 		1.11
77% 		0.69
68% 		0.21
63% 		1.05
68% 		0.54
65% 		0.23
61% 		0.75
68% 		1.21
74% 		1.31
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		 -4.1
2022 		-6.2
2009 		-7.5
2020 		-5.6
2022 		-4.0
2010 		-5.6
2022 		-2.8
2002 		-7.0
1998 		-6.4
2008 		-12.3
2008 		-3.1
2000 		-4.5
2018
Statistics calculated for the period Jun 1991 - Jun 2022

Monthly/Yearly Returns

Scott Burns Couch Potato Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
250 Positive Months (67%) - 123 Negative Months (33%)
Jun 1991 - Jun 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
 -15.18 -18.48 -4.1 -0.8 0.6 -5.6 -0.6 -5.6
2021
 +15.67 +8.01 0.0 0.7 1.7 3.3 0.7 1.6 2.2 1.4 -2.8 4.1 -0.4 2.2
2020
 +15.93 +14.47 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 +16.87 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 -5.13 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 +9.73 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 +6.57 -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 -1.33 0.2 2.1 -0.8 0.6 0.1 -1.4 1.1 -3.6 -1.7 4.0 0.2 -1.6
2014
 +8.07 +7.37 -0.5 2.6 0.0 0.7 2.1 1.5 -1.0 2.4 -2.3 1.8 1.3 -0.5
2013
 +12.48 +10.81 2.4 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 +9.49 3.7 1.9 1.2 0.5 -2.3 1.7 1.3 1.3 1.5 -0.6 0.7 0.3
2011
 +7.12 +3.94 1.0 2.2 0.8 2.6 -0.4 -0.5 0.8 -2.6 -3.6 6.3 0.1 0.5
2010
 +11.78 +10.20 -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 +15.66 -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 -18.45 -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 +4.36 1.0 0.2 0.7 2.3 1.2 -1.0 -0.7 1.1 2.6 1.5 -0.3 -0.3
2006
 +7.99 +5.33 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 +1.03 -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 +6.96 1.9 1.8 0.3 -3.5 1.7 0.9 -1.4 1.4 0.9 1.4 2.2 2.6
2003
 +19.38 +17.00 -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 -4.31 -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 -3.23 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 +0.10 -1.8 2.5 4.2 -2.8 -1.8 3.3 -0.4 4.5 -2.3 -0.2 -3.1 2.0
1999
 +9.67 +6.81 2.3 -3.3 2.0 2.7 -1.6 2.2 -2.0 -0.6 -0.7 3.4 1.6 3.6
1998
 +16.26 +14.43 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 +19.82 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 +7.51 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 +26.21 2.4 3.1 1.7 1.9 4.2 1.9 1.9 1.5 2.6 0.1 3.0 1.8
1994
 -3.21 -5.66 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 +10.09 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 +5.79 -1.7 1.4 -1.9 0.5 1.8 -0.1 3.8 -0.6 1.6 -0.7 2.3 2.4
1991
 - - -2.4 3.1 2.7 0.8 1.2 -1.3 8.0

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

Portfolio efficiency

Is the Scott Burns Couch Potato Portfolio actually efficient, compared to other Lazy Portfolios?

Overall Ratings

The Scott Burns Couch Potato Portfolio is classified as Medium Risk.

Very High Risk
Bond weight:
Less than 25%
High Risk
Bond weight:
25% - 49.99%
Medium Risk
Bond weight:
50% - 74.99%
Low Risk
Bond weight:
At least 75%
Medium Risk
Portfolios		 All
Portfolios
25 Years Ann. Return
(Inflation Adjusted)		 +7.21%
(+4.67%)
Average : 2.9 / 5
Average : 3 / 5
Standard Deviation
over 25 Years		 8.54%
Poor : 1 / 5
Good : 3.7 / 5
Maximum Drawdown
over 25 Years		 -27.04%
Bad : 1.8 / 5
Good : 3.4 / 5
Easy to manage 2 ETFs
Excellent : 4.5 / 5
Excellent : 4.5 / 5
Rating assigned considering all the Medium Risk Portfolios Rating assigned considering all the Portfolios in the database

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Swipe left to see all data
30 Years Stats (%)
% Allocation
Portfolio Jul 2022 Return▾ Drawdown Stocks Bonds Comm
Couch Potato
Scott Burns 		+1.08 +8.25 -27.04 50 50 0
Robo Advisor 50
Betterment 		+0.01 +7.71 -30.72 49.9 50.1 0
All Weather Portfolio
Ray Dalio 		+0.76 +7.67 -13.67 30 55 15
Dynamic 40/60 Income
 +0.55 +7.21 -29.84 40 60 0
Simplified Permanent Portfolio
 +0.43 +7.11 -13.28 25 50 25

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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 03:00PM Eastern Time.
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