Last Update: 31 July 2022

The Stocks/Bonds 40/60 with Bitcoin Portfolio obtained a 17.98% compound annual return, with a 38.19% 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 with Bitcoin Portfolio Scott Burns Couch Potato Portfolio
Risk Medium Medium
Asset Allocation Stocks 39% 50%
Fixed Income 59% 50%
Commodities 2% 0%
10 Years Stats Return +17.98% +7.83%
Std Dev 38.19% 8.15%
Max Drawdown -22.55% -15.18%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 2009

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Stocks/Bonds 40/60 with Bitcoin Portfolio +5.13 -7.65 -8.88 +10.57 +17.98 +18.57
Scott Burns Couch Potato Portfolio +6.64 -5.72 -5.48 +8.16 +7.83 +9.12
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1000$, since August 2012, now would be worth 5223.13$, with a total return of 422.31% (17.98% 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 with Bitcoin Portfolio: an investment of 1000$, since January 2009, now would be worth 10106.51$, with a total return of 910.65% (18.57% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1000$, since January 2009, now would be worth 3271.28$, with a total return of 227.13% (9.12% annualized).

Drawdowns

Drawdown comparison chart since July 2012.

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Stocks/Bonds 40/60 with Bitcoin Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-22.55% Dec 2013 Jan 2014
-15.61% Nov 2021 Jun 2022
-15.18% Jan 2022 Jun 2022
-10.72% Feb 2020 Mar 2020
-8.64% Feb 2020 Mar 2020
-8.06% Sep 2018 Dec 2018
-6.33% May 2013 Jun 2013
-5.78% Sep 2018 Dec 2018
-5.47% Mar 2015 Sep 2015
-3.24% Sep 2020 Oct 2020
-3.18% May 2013 Jun 2013
-2.95% Feb 2018 Mar 2018
-2.92% Feb 2018 Mar 2018
-2.76% Sep 2021 Sep 2021
-2.68% Sep 2021 Sep 2021
-2.63% May 2019 May 2019
-2.50% Aug 2013 Aug 2013
-2.34% Sep 2014 Sep 2014
-1.94% Sep 2020 Oct 2020
-1.37% Oct 2016 Oct 2016

Drawdown comparison chart since January 2009.

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Stocks/Bonds 40/60 with Bitcoin Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.83% Jul 2011 Nov 2011
-22.55% Dec 2013 Jan 2014
-15.61% Nov 2021 Jun 2022
-15.18% Jan 2022 Jun 2022
-10.72% Feb 2020 Mar 2020
-9.98% Jan 2009 Feb 2009
-8.64% Feb 2020 Mar 2020
-8.48% Jan 2009 Feb 2009
-8.06% Sep 2018 Dec 2018
-6.25% May 2011 Sep 2011
-6.09% May 2010 Jun 2010
-5.78% Sep 2018 Dec 2018
-5.47% Mar 2015 Sep 2015
-3.85% May 2010 Jun 2010
-3.24% Sep 2020 Oct 2020
-3.18% May 2013 Jun 2013
-2.95% Feb 2018 Mar 2018
-2.92% Feb 2018 Mar 2018
-2.76% Sep 2021 Sep 2021
-2.68% Sep 2021 Sep 2021

Yearly Returns

Yearly return comparison. Common historical serie start from January 2009.

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Year Stocks/Bonds 40/60 with Bitcoin Portfolio Scott Burns Couch Potato Portfolio
2022
-11.27% -9.54%
2021
+10.09% +15.67%
2020
+18.86% +15.93%
2019
+19.07% +19.51%
2018
-3.54% -3.32%
2017
+35.81% +12.07%
2016
+8.97% +8.75%
2015
+1.21% -0.70%
2014
+7.16% +8.07%
2013
+135.55% +12.48%
2012
+11.90% +11.42%
2011
+34.51% +7.12%
2010
+17.41% +11.78%
2009
+13.41% +18.92%
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