Last Update: 31 January 2021

The Dynamic 40/60 Income Portfolio obtained a 6.38% compound annual return, with a 6.65% standard deviation, in the last 10 years.

The Scott Burns Couch Potato Portfolio obtained a 8.81% compound annual return, with a 7.58% standard deviation, in the last 10 years.

Summary

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Dynamic 40/60 Income Portfolio Scott Burns Couch Potato Portfolio
Risk Medium Medium
Asset Allocation Stocks 40% 50%
Fixed Income 60% 50%
Commodities 0% 0%
10 Years Stats Return +6.38% +8.81%
Std Dev 6.65% 7.58%
Max Drawdown -12.42% -10.72%

Last Update: 31 January 2021

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Dynamic 40/60 Income Portfolio -0.84 +6.39 +6.45 +6.78 +6.19 +7.51 +6.38 +6.09
Scott Burns Couch Potato Portfolio -0.03 +9.47 +10.06 +14.70 +9.43 +10.76 +8.81 +7.41
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

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Year Dynamic 40/60 Income Portfolio Scott Burns Couch Potato Portfolio
2021
-0.84% -0.03%
2020
+8.28% +15.93%
2019
+15.91% +19.51%
2018
-3.18% -3.32%
2017
+9.18% +12.07%
2016
+7.53% +8.75%
2015
+0.21% -0.70%
2014
+7.01% +8.07%
2013
+6.13% +12.48%
2012
+12.70% +11.42%
2011
+2.96% +7.12%
2010
+11.25% +11.78%
2009
+22.37% +18.92%
2008
-14.80% -18.47%
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