Stocks/Bonds 40/60 Momentum vs Scott Burns Couch Potato Portfolio Comparison

Last Update: 31 March 2024

The Stocks/Bonds 40/60 Momentum Portfolio obtained a 8.24% compound annual return, with a 6.99% standard deviation, in the last 30 Years.

The Scott Burns Couch Potato Portfolio obtained a 8.26% compound annual return, with a 8.70% standard deviation, in the last 30 Years.

Summary

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Stocks/Bonds 40/60 Momentum Portfolio Scott Burns Couch Potato Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 40% 50%
Fixed Income 60% 50%
Commodities 0% 0%
30 Years Stats Return +8.24% +8.26%
Std Dev 6.99% 8.70%
Max Drawdown -21.11% -27.04%
All time Stats
(Since Jan 1985)		 Return +9.30% +9.36%
Std Dev 7.33% 9.08%
Max Drawdown -21.11% -27.04%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Stocks/Bonds 40/60 Momentum Portfolio +1.76 +17.02 +14.65 +5.19 +6.37 +8.24 +9.30
Scott Burns Couch Potato Portfolio +1.81 +13.73 +13.97 +8.20 +7.16 +8.26 +9.36
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1$, since April 1994, now would be worth 10.75$, with a total return of 975.36% (8.24% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1$, since April 1994, now would be worth 10.83$, with a total return of 982.67% (8.26% annualized).

Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1$, since January 1985, now would be worth 32.79$, with a total return of 3179.46% (9.30% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1$, since January 1985, now would be worth 33.47$, with a total return of 3246.91% (9.36% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Stocks/Bonds 40/60 Momentum Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-27.04% Nov 2007 Feb 2009 (16) Apr 2010 (30) 11.90
-21.11% Nov 2021 Sep 2022 (11) In progress (29) 14.29
-20.54% Nov 2007 Feb 2009 (16) Apr 2010 (30) 9.31
-19.77% Jan 2022 Sep 2022 (9) Mar 2024 (27) 10.69
-10.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.92
-10.30% Sep 2000 Sep 2002 (25) May 2003 (33) 5.99
-8.48% Feb 2001 Sep 2002 (20) May 2003 (28) 4.78
-8.06% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.64
-8.06% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.72
-7.10% Feb 2020 Mar 2020 (2) May 2020 (4) 3.36
-6.25% May 2011 Sep 2011 (5) Dec 2011 (8) 2.31
-6.09% May 2010 Jun 2010 (2) Sep 2010 (5) 3.68
-5.89% Oct 2018 Dec 2018 (3) Mar 2019 (6) 3.46
-5.47% Mar 2015 Sep 2015 (7) Apr 2016 (14) 2.66
-4.60% Apr 2000 May 2000 (2) Aug 2000 (5) 2.40
-4.13% Aug 1998 Aug 1998 (1) Oct 1998 (3) 2.07
-3.77% Sep 2020 Oct 2020 (2) Nov 2020 (3) 2.07
-3.62% Jun 2011 Sep 2011 (4) Oct 2011 (5) 1.65
-3.61% Aug 2016 Nov 2016 (4) Feb 2017 (7) 1.91
-3.54% Apr 2004 Apr 2004 (1) Oct 2004 (7) 1.70

Drawdown comparison chart since January 1985.

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Stocks/Bonds 40/60 Momentum Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-27.04% Nov 2007 Feb 2009 (16) Apr 2010 (30) 11.90
-21.11% Nov 2021 Sep 2022 (11) In progress (29) 14.29
-20.54% Nov 2007 Feb 2009 (16) Apr 2010 (30) 9.31
-19.77% Jan 2022 Sep 2022 (9) Mar 2024 (27) 10.69
-16.03% Sep 1987 Nov 1987 (3) Jan 1989 (17) 7.17
-13.77% Sep 1987 Nov 1987 (3) Mar 1989 (19) 6.65
-10.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.92
-10.30% Sep 2000 Sep 2002 (25) May 2003 (33) 5.99
-8.78% Feb 1994 Jun 1994 (5) Mar 1995 (14) 5.58
-8.48% Feb 2001 Sep 2002 (20) May 2003 (28) 4.78
-8.06% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.64
-8.06% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.72
-7.58% Aug 1990 Sep 1990 (2) Jan 1991 (6) 4.62
-7.10% Feb 2020 Mar 2020 (2) May 2020 (4) 3.36
-6.25% May 2011 Sep 2011 (5) Dec 2011 (8) 2.31
-6.09% May 2010 Jun 2010 (2) Sep 2010 (5) 3.68
-5.91% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.86
-5.89% Oct 2018 Dec 2018 (3) Mar 2019 (6) 3.46
-5.55% Sep 1986 Sep 1986 (1) Jan 1987 (5) 2.81
-5.47% Mar 2015 Sep 2015 (7) Apr 2016 (14) 2.66

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+7.39%
 0.00%
+4.74%
 0.00%
2023
+6.91%
 -5.18%
+14.66%
 -6.50%
2022
-15.17%
 -19.48%
-16.31%
 -19.77%
2021
+4.23%
 -2.38%
+15.67%
 -2.76%
2020
+16.57%
 -7.10%
+15.93%
 -10.72%
2019
+16.20%
 -0.81%
+19.51%
 -2.63%
2018
-0.73%
 -5.89%
-3.32%
 -8.06%
2017
+17.14%
 0.00%
+12.07%
 0.00%
2016
+3.51%
 -3.61%
+8.75%
 -2.08%
2015
+3.91%
 -2.95%
-0.70%
 -5.47%
2014
+9.34%
 -1.49%
+8.07%
 -2.34%
2013
+12.57%
 -1.74%
+12.48%
 -3.18%
2012
+7.87%
 -2.05%
+11.42%
 -2.32%
2011
+7.13%
 -3.62%
+7.12%
 -6.25%
2010
+10.93%
 -3.48%
+11.78%
 -6.09%
2009
+9.16%
 -9.41%
+18.92%
 -9.98%
2008
-12.27%
 -15.80%
-18.47%
 -22.29%
2007
+11.21%
 -0.82%
+8.64%
 -1.70%
2006
+6.78%
 -1.50%
+7.99%
 -1.54%
2005
+9.09%
 -0.93%
+4.40%
 -1.83%
2004
+9.22%
 -2.12%
+10.53%
 -3.54%
2003
+12.78%
 -1.27%
+19.38%
 -1.09%
2002
+0.04%
 -5.36%
-1.93%
 -6.44%
2001
-1.88%
 -6.89%
-1.68%
 -8.57%
2000
+2.99%
 -3.33%
+3.54%
 -5.60%
1999
+15.71%
 -1.69%
+9.67%
 -3.30%
1998
+24.65%
 -4.13%
+16.26%
 -8.06%
1997
+20.41%
 -2.69%
+21.85%
 -3.41%
1996
+14.08%
 -1.52%
+11.14%
 -2.76%
1995
+27.84%
 0.00%
+29.40%
 0.00%
1994
-2.03%
 -5.91%
-3.21%
 -8.78%
1993
+11.10%
 -0.87%
+13.19%
 -1.53%
1992
+6.01%
 -2.11%
+8.92%
 -2.25%
1991
+23.91%
 -1.79%
+25.50%
 -2.55%
1990
+5.79%
 -5.29%
+1.06%
 -7.58%
1989
+25.29%
 -1.01%
+21.95%
 -1.62%
1988
+7.24%
 -2.95%
+11.91%
 -2.50%
1987
+1.86%
 -13.77%
+1.19%
 -16.03%
1986
+18.14%
 -4.37%
+16.48%
 -5.55%
1985
+26.30%
 -0.74%
+28.66%
 -1.87%