Last Update: 31 July 2022
The Ray Dalio All Weather 2x Leveraged Portfolio obtained a 9.21% compound annual return, with a 14.31% standard deviation, in the last 10 Years.
The Scott Burns Couch Potato Portfolio obtained a 7.83% compound annual return, with a 8.15% standard deviation, in the last 10 Years.
Summary
| Ray Dalio All Weather 2x Leveraged Portfolio | Scott Burns Couch Potato Portfolio | ||
|---|---|---|---|
| Risk | Medium | Medium | |
| Asset Allocation | Stocks | 37.5% | 50% |
| Fixed Income | 55% | 50% | |
| Commodities | 7.5% | 0% | |
| 10 Years Stats | Return | +9.21% | +7.83% |
| Std Dev | 14.31% | 8.15% | |
| Max Drawdown | -26.81% | -15.18% | |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from March 2010
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|
| Ray Dalio All Weather 2x Leveraged Portfolio | +9.77 | -16.23 | -13.17 | +8.58 | +9.21 | +12.87 |
| Scott Burns Couch Potato Portfolio | +6.64 | -5.72 | -5.48 | +8.16 | +7.83 | +8.49 |
Capital Growth as of Jul 31, 2022
Ray Dalio All Weather 2x Leveraged Portfolio: an investment of 1000$, since August 2012, now would be worth 2413.90$, with a total return of 141.39% (9.21% annualized).
Scott Burns Couch Potato Portfolio: an investment of 1000$, since August 2012, now would be worth 2126.10$, with a total return of 112.61% (7.83% annualized).
Ray Dalio All Weather 2x Leveraged Portfolio: an investment of 1000$, since March 2010, now would be worth 4493.92$, with a total return of 349.39% (12.87% annualized).
Scott Burns Couch Potato Portfolio: an investment of 1000$, since March 2010, now would be worth 2751.79$, with a total return of 175.18% (8.49% annualized).
Drawdowns
Drawdown comparison chart since July 2012.
Ray Dalio All Weather 2x Leveraged Portfolio |
Scott Burns Couch Potato Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -26.81% | Jan 2022 | Jun 2022 | |||
| -15.40% | Feb 2015 | Sep 2015 | |||
| -15.18% | Jan 2022 | Jun 2022 | |||
| -14.01% | Aug 2016 | Nov 2016 | |||
| -11.91% | Feb 2018 | Oct 2018 | |||
| -10.72% | Feb 2020 | Mar 2020 | |||
| -10.15% | Aug 2020 | Oct 2020 | |||
| -9.99% | May 2013 | Jun 2013 | |||
| -8.06% | Sep 2018 | Dec 2018 | |||
| -5.47% | Mar 2015 | Sep 2015 | |||
| -4.76% | Sep 2014 | Sep 2014 | |||
| -4.36% | Sep 2021 | Sep 2021 | |||
| -3.74% | Mar 2020 | Mar 2020 | |||
| -3.39% | Oct 2012 | Dec 2012 | |||
| -3.24% | Sep 2020 | Oct 2020 | |||
| -3.18% | May 2013 | Jun 2013 | |||
| -2.92% | Feb 2018 | Mar 2018 | |||
| -2.76% | Sep 2021 | Sep 2021 | |||
| -2.63% | May 2019 | May 2019 | |||
| -2.50% | Aug 2013 | Aug 2013 | |||
Drawdown comparison chart since March 2010.
Ray Dalio All Weather 2x Leveraged Portfolio |
Scott Burns Couch Potato Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -26.81% | Jan 2022 | Jun 2022 | |||
| -15.40% | Feb 2015 | Sep 2015 | |||
| -15.18% | Jan 2022 | Jun 2022 | |||
| -14.01% | Aug 2016 | Nov 2016 | |||
| -11.91% | Feb 2018 | Oct 2018 | |||
| -10.72% | Feb 2020 | Mar 2020 | |||
| -10.15% | Aug 2020 | Oct 2020 | |||
| -9.99% | May 2013 | Jun 2013 | |||
| -8.06% | Sep 2018 | Dec 2018 | |||
| -6.25% | May 2011 | Sep 2011 | |||
| -6.11% | May 2010 | Jun 2010 | |||
| -5.47% | Mar 2015 | Sep 2015 | |||
| -4.76% | Sep 2014 | Sep 2014 | |||
| -4.36% | Sep 2021 | Sep 2021 | |||
| -3.82% | Jun 2011 | Jun 2011 | |||
| -3.74% | Mar 2020 | Mar 2020 | |||
| -3.39% | Oct 2012 | Dec 2012 | |||
| -3.24% | Sep 2020 | Oct 2020 | |||
| -3.18% | May 2013 | Jun 2013 | |||
| -2.92% | Feb 2018 | Mar 2018 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from March 2010.
| Year | Ray Dalio All Weather 2x Leveraged Portfolio | Scott Burns Couch Potato Portfolio |
|---|---|---|
| 2022 |
-19.66% | -9.54% |
| 2021 |
+19.72% | +15.67% |
| 2020 |
+19.68% | +15.93% |
| 2019 |
+34.09% | +19.51% |
| 2018 |
-10.77% | -3.32% |
| 2017 |
+21.37% | +12.07% |
| 2016 |
+11.11% | +8.75% |
| 2015 |
-8.24% | -0.70% |
| 2014 |
+32.31% | +8.07% |
| 2013 |
+8.66% | +12.48% |
| 2012 |
+12.34% | +11.42% |
| 2011 |
+33.40% | +7.12% |