Dynamic 40/60 Income vs Scott Burns Couch Potato Portfolio Comparison

Last Update: 31 March 2024

The Dynamic 40/60 Income Portfolio obtained a 7.11% compound annual return, with a 8.10% 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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Dynamic 40/60 Income 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 +7.11% +8.26%
Std Dev 8.10% 8.70%
Max Drawdown -29.84% -27.04%
All time Stats
(Since Jan 1992)		 Return +7.38% +8.21%
Std Dev 7.89% 8.58%
Max Drawdown -29.84% -27.04%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1992

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1M 6M 1Y 5Y 10Y 30Y MAX
Dynamic 40/60 Income Portfolio +1.42 +11.29 +12.01 +4.34 +4.62 +7.11 +7.38
Scott Burns Couch Potato Portfolio +1.81 +13.73 +13.97 +8.20 +7.16 +8.26 +8.21
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Dynamic 40/60 Income Portfolio: an investment of 1$, since April 1994, now would be worth 7.86$, with a total return of 685.75% (7.11% 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).

Dynamic 40/60 Income Portfolio: an investment of 1$, since January 1992, now would be worth 9.93$, with a total return of 893.32% (7.38% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1$, since January 1992, now would be worth 12.75$, with a total return of 1175.19% (8.21% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Dynamic 40/60 Income 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
-29.84% Nov 2007 Feb 2009 (16) Dec 2009 (26) 13.01
-27.04% Nov 2007 Feb 2009 (16) Apr 2010 (30) 11.90
-19.77% Jan 2022 Sep 2022 (9) Mar 2024 (27) 10.69
-17.33% Jan 2022 Sep 2022 (9) In progress (27) 10.24
-12.42% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.88
-10.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.92
-10.30% Sep 2000 Sep 2002 (25) May 2003 (33) 5.99
-9.38% May 1998 Aug 1998 (4) Dec 1998 (8) 4.16
-8.06% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.64
-8.06% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.72
-7.19% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.89
-6.73% May 2002 Jul 2002 (3) Jan 2003 (9) 3.81
-6.25% May 2011 Sep 2011 (5) Dec 2011 (8) 2.31
-6.09% May 2010 Jun 2010 (2) Sep 2010 (5) 3.68
-5.47% Mar 2015 Sep 2015 (7) Apr 2016 (14) 2.66
-5.09% Oct 2018 Dec 2018 (3) Feb 2019 (5) 2.70
-4.60% Apr 2000 May 2000 (2) Aug 2000 (5) 2.40
-4.13% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.13
-4.06% Jun 2015 Sep 2015 (4) Apr 2016 (11) 2.27
-3.72% May 2010 May 2010 (1) Jul 2010 (3) 2.62

Drawdown comparison chart since January 1992.

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Dynamic 40/60 Income 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
-29.84% Nov 2007 Feb 2009 (16) Dec 2009 (26) 13.01
-27.04% Nov 2007 Feb 2009 (16) Apr 2010 (30) 11.90
-19.77% Jan 2022 Sep 2022 (9) Mar 2024 (27) 10.69
-17.33% Jan 2022 Sep 2022 (9) In progress (27) 10.24
-12.42% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.88
-10.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.92
-10.30% Sep 2000 Sep 2002 (25) May 2003 (33) 5.99
-9.38% May 1998 Aug 1998 (4) Dec 1998 (8) 4.16
-8.78% Feb 1994 Jun 1994 (5) Mar 1995 (14) 5.58
-8.06% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.64
-8.06% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.72
-7.19% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.89
-6.73% May 2002 Jul 2002 (3) Jan 2003 (9) 3.81
-6.25% May 2011 Sep 2011 (5) Dec 2011 (8) 2.31
-6.09% May 2010 Jun 2010 (2) Sep 2010 (5) 3.68
-5.47% Mar 2015 Sep 2015 (7) Apr 2016 (14) 2.66
-5.36% Feb 1994 Jun 1994 (5) Apr 1995 (15) 3.57
-5.09% Oct 2018 Dec 2018 (3) Feb 2019 (5) 2.70
-4.60% Apr 2000 May 2000 (2) Aug 2000 (5) 2.40
-4.13% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.13

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
+3.47%
 0.00%
+4.74%
 0.00%
2023
+11.97%
 -4.99%
+14.66%
 -6.50%
2022
-14.37%
 -17.33%
-16.31%
 -19.77%
2021
+6.72%
 -1.83%
+15.67%
 -2.76%
2020
+8.28%
 -12.42%
+15.93%
 -10.72%
2019
+15.91%
 -1.51%
+19.51%
 -2.63%
2018
-3.18%
 -5.09%
-3.32%
 -8.06%
2017
+9.18%
 0.00%
+12.07%
 0.00%
2016
+7.53%
 -1.95%
+8.75%
 -2.08%
2015
+0.21%
 -4.06%
-0.70%
 -5.47%
2014
+7.01%
 -1.44%
+8.07%
 -2.34%
2013
+6.13%
 -3.06%
+12.48%
 -3.18%
2012
+12.70%
 -2.72%
+11.42%
 -2.32%
2011
+2.96%
 -7.19%
+7.12%
 -6.25%
2010
+11.25%
 -3.72%
+11.78%
 -6.09%
2009
+22.37%
 -15.04%
+18.92%
 -9.98%
2008
-14.80%
 -23.51%
-18.47%
 -22.29%
2007
+0.88%
 -3.23%
+8.64%
 -1.70%
2006
+9.18%
 -1.29%
+7.99%
 -1.54%
2005
+5.23%
 -1.76%
+4.40%
 -1.83%
2004
+8.41%
 -3.31%
+10.53%
 -3.54%
2003
+21.64%
 -1.30%
+19.38%
 -1.09%
2002
+1.03%
 -6.73%
-1.93%
 -6.44%
2001
+8.71%
 -3.24%
-1.68%
 -8.57%
2000
+3.43%
 -4.13%
+3.54%
 -5.60%
1999
+11.02%
 -2.15%
+9.67%
 -3.30%
1998
+6.04%
 -9.38%
+16.26%
 -8.06%
1997
+16.36%
 -2.49%
+21.85%
 -3.41%
1996
+16.81%
 -1.12%
+11.14%
 -2.76%
1995
+23.17%
 0.00%
+29.40%
 0.00%
1994
-3.19%
 -5.36%
-3.21%
 -8.78%
1993
+14.73%
 -0.57%
+13.19%
 -1.53%
1992
+12.95%
 -0.70%
+8.92%
 -2.25%