Last Update: 31 July 2022

The Simplified Permanent 2x Leveraged Portfolio obtained a 6.65% compound annual return, with a 12.12% 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

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Simplified Permanent 2x Leveraged Portfolio Scott Burns Couch Potato Portfolio
Risk Medium Medium
Asset Allocation Stocks 25% 50%
Fixed Income 50% 50%
Commodities 25% 0%
10 Years Stats Return +6.65% +7.83%
Std Dev 12.12% 8.15%
Max Drawdown -21.26% -15.18%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from March 2010

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Simplified Permanent 2x Leveraged Portfolio +5.09 -12.42 -14.56 +7.45 +6.65 +9.67
Scott Burns Couch Potato Portfolio +6.64 -5.72 -5.48 +8.16 +7.83 +8.49
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Simplified Permanent 2x Leveraged Portfolio: an investment of 1000$, since August 2012, now would be worth 1904.12$, with a total return of 90.41% (6.65% 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).

Simplified Permanent 2x Leveraged Portfolio: an investment of 1000$, since March 2010, now would be worth 3145.73$, with a total return of 214.57% (9.67% 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.

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Simplified Permanent 2x Leveraged Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.26% Jan 2022 Jun 2022
-15.18% Jan 2022 Jun 2022
-13.44% Aug 2016 Dec 2016
-12.86% Oct 2012 Jun 2013
-11.33% Feb 2015 Dec 2015
-10.72% Feb 2020 Mar 2020
-9.99% Feb 2018 Oct 2018
-8.58% Sep 2020 Mar 2021
-8.06% Sep 2018 Dec 2018
-5.95% Sep 2021 Sep 2021
-5.47% Mar 2015 Sep 2015
-4.81% Sep 2014 Sep 2014
-3.39% Feb 2020 Mar 2020
-3.24% Sep 2020 Oct 2020
-3.21% May 2016 May 2016
-3.18% May 2013 Jun 2013
-2.92% Feb 2018 Mar 2018
-2.87% Jul 2014 Jul 2014
-2.76% Sep 2021 Sep 2021
-2.63% May 2019 May 2019

Drawdown comparison chart since March 2010.

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Simplified Permanent 2x Leveraged Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.26% Jan 2022 Jun 2022
-15.18% Jan 2022 Jun 2022
-13.44% Aug 2016 Dec 2016
-12.86% Oct 2012 Jun 2013
-11.33% Feb 2015 Dec 2015
-10.72% Feb 2020 Mar 2020
-9.99% Feb 2018 Oct 2018
-8.58% Sep 2020 Mar 2021
-8.06% Sep 2018 Dec 2018
-7.47% Sep 2011 Sep 2011
-6.25% May 2011 Sep 2011
-6.11% May 2010 Jun 2010
-5.95% Sep 2021 Sep 2021
-5.47% Mar 2015 Sep 2015
-4.81% Sep 2014 Sep 2014
-3.69% May 2012 May 2012
-3.39% Feb 2020 Mar 2020
-3.24% Sep 2020 Oct 2020
-3.21% May 2016 May 2016
-3.18% May 2013 Jun 2013

Yearly Returns

Yearly return comparison. Common historical serie start from March 2010.

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Year Simplified Permanent 2x Leveraged Portfolio Scott Burns Couch Potato Portfolio
2022
-17.25% -9.54%
2021
+8.10% +15.67%
2020
+24.56% +15.93%
2019
+30.31% +19.51%
2018
-6.20% -3.32%
2017
+18.32% +12.07%
2016
+8.57% +8.75%
2015
-4.99% -0.70%
2014
+13.48% +8.07%
2013
-1.57% +12.48%
2012
+13.11% +11.42%
2011
+17.58% +7.12%
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