Last Update: 31 July 2022

The Stocks/Bonds 40/60 2x Leveraged Portfolio obtained a 10.81% compound annual return, with a 11.89% 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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Stocks/Bonds 40/60 2x Leveraged 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 +10.81% +7.83%
Std Dev 11.89% 8.15%
Max Drawdown -27.71% -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(*)
Stocks/Bonds 40/60 2x Leveraged Portfolio +10.37 -14.63 -15.63 +8.84 +10.81 +12.78
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

Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1000$, since August 2012, now would be worth 2790.89$, with a total return of 179.09% (10.81% 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).

Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1000$, since March 2010, now would be worth 4453.03$, with a total return of 345.30% (12.78% 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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Stocks/Bonds 40/60 2x Leveraged Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-27.71% Jan 2022 Jun 2022
-15.18% Jan 2022 Jun 2022
-10.72% Feb 2020 Mar 2020
-9.59% Sep 2018 Dec 2018
-8.06% Sep 2018 Dec 2018
-7.29% Feb 2020 Mar 2020
-7.11% Feb 2018 Apr 2018
-6.54% Aug 2016 Nov 2016
-6.16% Sep 2021 Sep 2021
-6.13% Sep 2020 Oct 2020
-5.62% Mar 2015 Sep 2015
-5.58% May 2013 Aug 2013
-5.47% Mar 2015 Sep 2015
-3.24% Sep 2020 Oct 2020
-3.18% May 2013 Jun 2013
-2.97% Jan 2021 Feb 2021
-2.92% Feb 2018 Mar 2018
-2.86% May 2019 May 2019
-2.76% Sep 2021 Sep 2021
-2.63% May 2019 May 2019

Drawdown comparison chart since March 2010.

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Stocks/Bonds 40/60 2x Leveraged Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-27.71% Jan 2022 Jun 2022
-15.18% Jan 2022 Jun 2022
-10.72% Feb 2020 Mar 2020
-9.59% Sep 2018 Dec 2018
-8.06% Sep 2018 Dec 2018
-7.29% Feb 2020 Mar 2020
-7.11% Feb 2018 Apr 2018
-6.54% Aug 2016 Nov 2016
-6.25% May 2011 Sep 2011
-6.16% Sep 2021 Sep 2021
-6.13% Sep 2020 Oct 2020
-6.11% May 2010 Jun 2010
-5.62% Mar 2015 Sep 2015
-5.58% May 2013 Aug 2013
-5.47% Mar 2015 Sep 2015
-4.27% May 2010 Jun 2010
-3.24% Sep 2020 Oct 2020
-3.18% May 2013 Jun 2013
-2.97% Jan 2021 Feb 2021
-2.92% Feb 2018 Mar 2018

Yearly Returns

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

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Year Stocks/Bonds 40/60 2x Leveraged Portfolio Scott Burns Couch Potato Portfolio
2022
-20.22% -9.54%
2021
+19.46% +15.67%
2020
+19.91% +15.93%
2019
+33.39% +19.51%
2018
-6.50% -3.32%
2017
+19.66% +12.07%
2016
+8.94% +8.75%
2015
+0.67% -0.70%
2014
+20.80% +8.07%
2013
+20.66% +12.48%
2012
+16.43% +11.42%
2011
+17.29% +7.12%
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