Last Update: 31 July 2022

The Scott Burns Couch Potato Portfolio obtained a 8.34% compound annual return, with a 8.38% standard deviation, in the last 30 Years.

The Ray Dalio All Weather Portfolio obtained a 7.67% compound annual return, with a 6.83% standard deviation, in the last 30 Years.

Summary

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Scott Burns Couch Potato Portfolio Ray Dalio All Weather Portfolio
Risk Medium Medium
Asset Allocation Stocks 50% 30%
Fixed Income 50% 55%
Commodities 0% 15%
30 Years Stats Return +8.34% +7.67%
Std Dev 8.38% 6.83%
Max Drawdown -27.04% -13.67%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from June 1991

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Scott Burns Couch Potato Portfolio +6.64 -5.72 -5.48 +8.16 +7.83 +8.34 +8.55
Ray Dalio All Weather Portfolio +3.40 -8.12 -8.42 +5.90 +5.15 +7.67 +7.82
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Scott Burns Couch Potato Portfolio: an investment of 1000$, since August 1992, now would be worth 11066.44$, with a total return of 1006.64% (8.34% annualized).

Ray Dalio All Weather Portfolio: an investment of 1000$, since August 1992, now would be worth 9167.39$, with a total return of 816.74% (7.67% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1000$, since June 1991, now would be worth 12897.96$, with a total return of 1189.80% (8.55% annualized).

Ray Dalio All Weather Portfolio: an investment of 1000$, since June 1991, now would be worth 10462.16$, with a total return of 946.22% (7.82% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Scott Burns Couch Potato Portfolio
Ray Dalio All Weather Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-27.04% Nov 2007 Feb 2009
-15.18% Jan 2022 Jun 2022
-13.67% Jan 2022 Jun 2022
-12.18% Jul 2008 Feb 2009
-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
-6.93% Feb 2015 Dec 2015
-6.83% Feb 1994 Nov 1994
-6.47% Aug 2016 Nov 2016
-6.25% May 2011 Sep 2011
-6.09% May 2010 Jun 2010
-5.47% Mar 2015 Sep 2015
-5.10% May 2013 Jun 2013
-4.83% Jul 1998 Aug 1998
-4.76% Apr 2004 Apr 2004
-4.75% Sep 2018 Dec 2018
-4.74% Jun 2003 Jul 2003

Drawdown comparison chart since June 1991.

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Scott Burns Couch Potato Portfolio
Ray Dalio All Weather Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-27.04% Nov 2007 Feb 2009
-15.18% Jan 2022 Jun 2022
-13.67% Jan 2022 Jun 2022
-12.18% Jul 2008 Feb 2009
-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
-6.93% Feb 2015 Dec 2015
-6.83% Feb 1994 Nov 1994
-6.47% Aug 2016 Nov 2016
-6.25% May 2011 Sep 2011
-6.09% May 2010 Jun 2010
-5.47% Mar 2015 Sep 2015
-5.10% May 2013 Jun 2013
-4.83% Jul 1998 Aug 1998
-4.76% Apr 2004 Apr 2004
-4.75% Sep 2018 Dec 2018
-4.74% Jun 2003 Jul 2003

Yearly Returns

Yearly return comparison. Common historical serie start from June 1991.

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Year Scott Burns Couch Potato Portfolio Ray Dalio All Weather Portfolio
2022
-9.54% -10.73%
2021
+15.67% +8.08%
2020
+15.93% +14.68%
2019
+19.51% +18.22%
2018
-3.32% -3.19%
2017
+12.07% +11.47%
2016
+8.75% +5.86%
2015
-0.70% -3.72%
2014
+8.07% +12.52%
2013
+12.48% +2.15%
2012
+11.42% +6.72%
2011
+7.12% +15.59%
2010
+11.78% +12.53%
2009
+18.92% +2.34%
2008
-18.47% +1.34%
2007
+8.64% +11.88%
2006
+7.99% +6.93%
2005
+4.40% +8.55%
2004
+10.53% +9.41%
2003
+19.38% +13.96%
2002
-1.93% +7.77%
2001
-1.68% -2.77%
2000
+3.54% +10.15%
1999
+9.67% +6.28%
1998
+16.26% +11.05%
1997
+21.85% +13.54%
1996
+11.14% +8.27%
1995
+29.40% +27.44%
1994
-3.21% -3.28%
1993
+13.19% +12.02%
1992
+8.92% +6.76%
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