Last Update: 31 December 2022
The Stocks/Bonds 40/60 Momentum Portfolio obtained a 8.00% compound annual return, with a 6.81% standard deviation, in the last 30 Years.
The Scott Burns Couch Potato Portfolio obtained a 7.89% compound annual return, with a 8.62% standard deviation, in the last 30 Years.
Summary
| Stocks/Bonds 40/60 Momentum Portfolio | Scott Burns Couch Potato Portfolio | ||
|---|---|---|---|
| Risk | Medium | Medium | |
| Asset Allocation | Stocks | 40% | 50% |
| Fixed Income | 60% | 50% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.00% | +7.89% |
| Std Dev | 6.81% | 8.62% | |
| Max Drawdown | -21.11% | -27.04% | |
Last Update: 31 December 2022
Historical Returns as of Dec 31, 2022
Comparison period starts from January 1985
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Stocks/Bonds 40/60 Momentum Portfolio | -2.03 | +1.06 | -15.17 | +3.52 | +6.31 | +8.00 | +9.22 |
| Scott Burns Couch Potato Portfolio | -3.55 | -1.33 | -16.31 | +5.34 | +6.67 | +7.89 | +9.15 |
Capital Growth as of Dec 31, 2022
Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1000$, since January 1993, now would be worth 10065.78$, with a total return of 906.58% (8.00% annualized).
Scott Burns Couch Potato Portfolio: an investment of 1000$, since January 1993, now would be worth 9747.98$, with a total return of 874.80% (7.89% annualized).
Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1000$, since January 1985, now would be worth 28563.77$, with a total return of 2756.38% (9.22% annualized).
Scott Burns Couch Potato Portfolio: an investment of 1000$, since January 1985, now would be worth 27868.10$, with a total return of 2686.81% (9.15% annualized).
Drawdowns
Drawdown comparison chart since December 1992.
Stocks/Bonds 40/60 Momentum Portfolio |
Scott Burns Couch Potato Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -27.04% | Nov 2007 | Feb 2009 | |||
| -21.11% | Nov 2021 | Sep 2022 | |||
| -20.54% | Nov 2007 | Feb 2009 | |||
| -19.77% | Jan 2022 | Sep 2022 | |||
| -10.72% | Feb 2020 | Mar 2020 | |||
| -10.30% | Sep 2000 | Sep 2002 | |||
| -8.78% | Feb 1994 | Jun 1994 | |||
| -8.48% | Feb 2001 | Sep 2002 | |||
| -8.06% | Sep 2018 | Dec 2018 | |||
| -8.06% | Jul 1998 | Aug 1998 | |||
| -7.10% | Feb 2020 | Mar 2020 | |||
| -6.25% | May 2011 | Sep 2011 | |||
| -6.09% | May 2010 | Jun 2010 | |||
| -5.91% | Feb 1994 | Jun 1994 | |||
| -5.89% | Oct 2018 | Dec 2018 | |||
| -5.47% | Mar 2015 | Sep 2015 | |||
| -4.60% | Apr 2000 | May 2000 | |||
| -4.13% | Aug 1998 | Aug 1998 | |||
| -3.77% | Sep 2020 | Oct 2020 | |||
| -3.62% | Jun 2011 | Sep 2011 | |||
Drawdown comparison chart since January 1985.
Stocks/Bonds 40/60 Momentum Portfolio |
Scott Burns Couch Potato Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -27.04% | Nov 2007 | Feb 2009 | |||
| -21.11% | Nov 2021 | Sep 2022 | |||
| -20.54% | Nov 2007 | Feb 2009 | |||
| -19.77% | Jan 2022 | Sep 2022 | |||
| -16.03% | Sep 1987 | Nov 1987 | |||
| -13.77% | Sep 1987 | Nov 1987 | |||
| -10.72% | Feb 2020 | Mar 2020 | |||
| -10.30% | Sep 2000 | Sep 2002 | |||
| -8.78% | Feb 1994 | Jun 1994 | |||
| -8.48% | Feb 2001 | Sep 2002 | |||
| -8.06% | Sep 2018 | Dec 2018 | |||
| -8.06% | Jul 1998 | Aug 1998 | |||
| -7.58% | Aug 1990 | Sep 1990 | |||
| -7.10% | Feb 2020 | Mar 2020 | |||
| -6.25% | May 2011 | Sep 2011 | |||
| -6.09% | May 2010 | Jun 2010 | |||
| -5.91% | Feb 1994 | Jun 1994 | |||
| -5.89% | Oct 2018 | Dec 2018 | |||
| -5.55% | Sep 1986 | Sep 1986 | |||
| -5.47% | Mar 2015 | Sep 2015 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
| Year | Stocks/Bonds 40/60 Momentum Portfolio | Scott Burns Couch Potato Portfolio |
|---|---|---|
| 2022 |
-15.17% | -16.31% |
| 2021 |
+4.23% | +15.67% |
| 2020 |
+16.57% | +15.93% |
| 2019 |
+16.20% | +19.51% |
| 2018 |
-0.73% | -3.32% |
| 2017 |
+17.14% | +12.07% |
| 2016 |
+3.51% | +8.75% |
| 2015 |
+3.91% | -0.70% |
| 2014 |
+9.34% | +8.07% |
| 2013 |
+12.57% | +12.48% |
| 2012 |
+7.87% | +11.42% |
| 2011 |
+7.13% | +7.12% |
| 2010 |
+10.93% | +11.78% |
| 2009 |
+9.16% | +18.92% |
| 2008 |
-12.27% | -18.47% |
| 2007 |
+11.21% | +8.64% |
| 2006 |
+6.78% | +7.99% |
| 2005 |
+9.09% | +4.40% |
| 2004 |
+9.22% | +10.53% |
| 2003 |
+12.78% | +19.38% |
| 2002 |
+0.04% | -1.93% |
| 2001 |
-1.88% | -1.68% |
| 2000 |
+2.99% | +3.54% |
| 1999 |
+15.71% | +9.67% |
| 1998 |
+24.65% | +16.26% |
| 1997 |
+20.41% | +21.85% |
| 1996 |
+14.08% | +11.14% |
| 1995 |
+27.84% | +29.40% |
| 1994 |
-2.03% | -3.21% |
| 1993 |
+11.10% | +13.19% |
| 1992 |
+6.01% | +8.92% |
| 1991 |
+23.91% | +25.50% |
| 1990 |
+5.79% | +1.06% |
| 1989 |
+25.29% | +21.95% |
| 1988 |
+7.24% | +11.91% |
| 1987 |
+1.86% | +1.19% |
| 1986 |
+18.14% | +16.48% |
| 1985 |
+26.30% | +28.66% |