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

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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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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