Last Update: 31 December 2022

The Bill Bernstein Sheltered Sam 30/70 Portfolio obtained a 5.91% compound annual return, with a 5.14% standard deviation, in the last 30 Years.

The Scott Burns Couch Potato Portfolio obtained a 7.89% compound annual return, with a 8.62% standard deviation, in the last 30 Years.

Summary

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Bill Bernstein Sheltered Sam 30/70 Portfolio Scott Burns Couch Potato Portfolio
Risk Medium Medium
Asset Allocation Stocks 29.1% 50%
Fixed Income 70% 50%
Commodities 0.9% 0%
30 Years Stats Return +5.91% +7.89%
Std Dev 5.14% 8.62%
Max Drawdown -16.58% -27.04%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Bill Bernstein Sheltered Sam 30/70 Portfolio -1.48 -0.70 -9.07 +2.68 +3.39 +5.91 +7.28
Scott Burns Couch Potato Portfolio -3.55 -1.33 -16.31 +5.34 +6.67 +7.89 +9.15
(*) Returns over 1 year are annualized

Capital Growth as of Dec 31, 2022

Bill Bernstein Sheltered Sam 30/70 Portfolio: an investment of 1000$, since January 1993, now would be worth 5598.73$, with a total return of 459.87% (5.91% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1000$, since January 1993, now would be worth 9747.98$, with a total return of 874.80% (7.89% annualized).

Bill Bernstein Sheltered Sam 30/70 Portfolio: an investment of 1000$, since January 1985, now would be worth 14421.47$, with a total return of 1342.15% (7.28% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1000$, since January 1985, now would be worth 27868.10$, with a total return of 2686.81% (9.15% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Bill Bernstein Sheltered Sam 30/70 Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-27.04% Nov 2007 Feb 2009
-19.77% Jan 2022 Sep 2022
-16.58% Jun 2008 Feb 2009
-12.55% Jan 2022 Sep 2022
-10.72% Feb 2020 Mar 2020
-10.30% Sep 2000 Sep 2002
-8.78% Feb 1994 Jun 1994
-8.06% Sep 2018 Dec 2018
-8.06% Jul 1998 Aug 1998
-6.25% May 2011 Sep 2011
-6.24% Feb 2020 Mar 2020
-6.09% May 2010 Jun 2010
-5.67% Feb 1994 Jun 1994
-5.47% Mar 2015 Sep 2015
-4.60% Apr 2000 May 2000
-4.37% May 2011 Sep 2011
-4.01% Jul 1998 Aug 1998
-3.98% Sep 2018 Dec 2018
-3.54% May 2015 Sep 2015
-3.54% Apr 2004 Apr 2004

Drawdown comparison chart since January 1985.

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Bill Bernstein Sheltered Sam 30/70 Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-27.04% Nov 2007 Feb 2009
-19.77% Jan 2022 Sep 2022
-16.58% Jun 2008 Feb 2009
-16.03% Sep 1987 Nov 1987
-12.55% Jan 2022 Sep 2022
-10.72% Feb 2020 Mar 2020
-10.30% Sep 2000 Sep 2002
-8.78% Feb 1994 Jun 1994
-8.06% Sep 2018 Dec 2018
-8.06% Jul 1998 Aug 1998
-7.59% Sep 1987 Nov 1987
-7.58% Aug 1990 Sep 1990
-6.25% May 2011 Sep 2011
-6.24% Feb 2020 Mar 2020
-6.09% May 2010 Jun 2010
-5.67% Feb 1994 Jun 1994
-5.55% Sep 1986 Sep 1986
-5.47% Mar 2015 Sep 2015
-5.13% Jan 1990 Apr 1990
-4.64% Aug 1990 Sep 1990

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Bill Bernstein Sheltered Sam 30/70 Portfolio Scott Burns Couch Potato Portfolio
2022
-9.07% -16.31%
2021
+8.27% +15.67%
2020
+6.68% +15.93%
2019
+11.29% +19.51%
2018
-2.35% -3.32%
2017
+6.35% +12.07%
2016
+6.14% +8.75%
2015
-1.08% -0.70%
2014
+3.87% +8.07%
2013
+5.39% +12.48%
2012
+6.92% +11.42%
2011
+3.74% +7.12%
2010
+8.08% +11.78%
2009
+11.17% +18.92%
2008
-8.30% -18.47%
2007
+7.21% +8.64%
2006
+8.56% +7.99%
2005
+4.67% +4.40%
2004
+8.30% +10.53%
2003
+14.34% +19.38%
2002
+3.99% -1.93%
2001
+3.89% -1.68%
2000
+9.31% +3.54%
1999
+4.74% +9.67%
1998
+8.32% +16.26%
1997
+12.35% +21.85%
1996
+8.07% +11.14%
1995
+19.30% +29.40%
1994
-2.28% -3.21%
1993
+14.75% +13.19%
1992
+8.20% +8.92%
1991
+19.59% +25.50%
1990
+2.91% +1.06%
1989
+17.14% +21.95%
1988
+10.47% +11.91%
1987
+3.06% +1.19%
1986
+17.32% +16.48%
1985
+23.63% +28.66%
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