Scott Burns Couch Potato vs Marvin Appel One-Decision Portfolio Comparison

Last Update: 29 February 2024

The Scott Burns Couch Potato Portfolio obtained a 8.04% compound annual return, with a 8.75% standard deviation, in the last 30 Years.

The Marvin Appel One-Decision Portfolio obtained a 6.99% compound annual return, with a 8.42% standard deviation, in the last 30 Years.

Summary

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Scott Burns Couch Potato Portfolio Marvin Appel One-Decision Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 50% 50%
Fixed Income 50% 50%
Commodities 0% 0%
30 Years Stats Return +8.04% +6.99%
Std Dev 8.75% 8.42%
Max Drawdown -27.04% -31.96%
All time Stats
(Since Jan 1985)
Return +9.33% +8.02%
Std Dev 9.09% 8.21%
Max Drawdown -27.04% -31.96%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Scott Burns Couch Potato Portfolio +2.14 +7.83 +15.05 +8.17 +6.96 +8.04 +9.33
Marvin Appel One-Decision Portfolio +1.43 +6.03 +9.54 +5.81 +5.66 +6.99 +8.02
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Scott Burns Couch Potato Portfolio: an investment of 1$, since March 1994, now would be worth 10.17$, with a total return of 917.34% (8.04% annualized).

Marvin Appel One-Decision Portfolio: an investment of 1$, since March 1994, now would be worth 7.59$, with a total return of 658.76% (6.99% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1$, since January 1985, now would be worth 32.87$, with a total return of 3187.35% (9.33% annualized).

Marvin Appel One-Decision Portfolio: an investment of 1$, since January 1985, now would be worth 20.55$, with a total return of 1954.90% (8.02% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Scott Burns Couch Potato Portfolio
Marvin Appel One-Decision Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-31.96% Jun 2007 Feb 2009 (21) Oct 2010 (41) 13.28
-27.04% Nov 2007 Feb 2009 (16) Apr 2010 (30) 11.90
-19.77% Jan 2022 Sep 2022 (9) In progress (26) 10.88
-16.74% Jan 2022 Sep 2022 (9) In progress (26) 9.35
-13.04% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.40
-10.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.92
-10.30% Sep 2000 Sep 2002 (25) May 2003 (33) 5.99
-8.52% Jun 2011 Sep 2011 (4) Jan 2012 (8) 3.61
-8.13% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.91
-8.06% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.64
-8.06% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.72
-7.23% Apr 2002 Sep 2002 (6) May 2003 (14) 4.72
-6.99% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.10
-6.25% May 2011 Sep 2011 (5) Dec 2011 (8) 2.31
-6.09% May 2010 Jun 2010 (2) Sep 2010 (5) 3.68
-6.07% Mar 1994 Jun 1994 (4) Feb 1995 (12) 3.51
-5.47% Mar 2015 Sep 2015 (7) Apr 2016 (14) 2.66
-4.76% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.77
-4.65% Apr 2004 Apr 2004 (1) Aug 2004 (5) 2.49
-4.60% Apr 2000 May 2000 (2) Aug 2000 (5) 2.40

Drawdown comparison chart since January 1985.

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Scott Burns Couch Potato Portfolio
Marvin Appel One-Decision Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-31.96% Jun 2007 Feb 2009 (21) Oct 2010 (41) 13.28
-27.04% Nov 2007 Feb 2009 (16) Apr 2010 (30) 11.90
-19.77% Jan 2022 Sep 2022 (9) In progress (26) 10.88
-16.74% Jan 2022 Sep 2022 (9) In progress (26) 9.35
-16.03% Sep 1987 Nov 1987 (3) Jan 1989 (17) 7.17
-13.04% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.40
-12.38% Sep 1987 Nov 1987 (3) Sep 1988 (13) 5.77
-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
-8.52% Jun 2011 Sep 2011 (4) Jan 2012 (8) 3.61
-8.13% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.91
-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
-7.50% Jul 1990 Oct 1990 (4) Jan 1991 (7) 4.35
-7.23% Apr 2002 Sep 2002 (6) May 2003 (14) 4.72
-6.99% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.10
-6.25% May 2011 Sep 2011 (5) Dec 2011 (8) 2.31
-6.09% May 2010 Jun 2010 (2) Sep 2010 (5) 3.68

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
+2.88%
0.00%
+0.21%
-1.20%
2023
+14.66%
-6.50%
+12.43%
-7.22%
2022
-16.31%
-19.77%
-13.18%
-16.74%
2021
+15.67%
-2.76%
+16.51%
-2.73%
2020
+15.93%
-10.72%
+5.32%
-13.04%
2019
+19.51%
-2.63%
+18.51%
-2.02%
2018
-3.32%
-8.06%
-3.64%
-6.99%
2017
+12.07%
0.00%
+8.07%
-0.59%
2016
+8.75%
-2.08%
+8.52%
-3.21%
2015
-0.70%
-5.47%
-0.25%
-4.76%
2014
+8.07%
-2.34%
+11.14%
-2.54%
2013
+12.48%
-3.18%
+10.43%
-2.72%
2012
+11.42%
-2.32%
+10.65%
-2.81%
2011
+7.12%
-6.25%
+3.87%
-8.52%
2010
+11.78%
-6.09%
+13.01%
-6.14%
2009
+18.92%
-9.98%
+15.30%
-14.35%
2008
-18.47%
-22.29%
-16.74%
-22.59%
2007
+8.64%
-1.70%
-0.68%
-5.17%
2006
+7.99%
-1.54%
+14.45%
-1.98%
2005
+4.40%
-1.83%
+5.08%
-2.36%
2004
+10.53%
-3.54%
+12.05%
-4.65%
2003
+19.38%
-1.09%
+18.87%
-1.57%
2002
-1.93%
-6.44%
-2.42%
-7.23%
2001
-1.68%
-8.57%
+4.32%
-3.58%
2000
+3.54%
-5.60%
+9.42%
-2.13%
1999
+9.67%
-3.30%
+4.70%
-3.16%
1998
+16.26%
-8.06%
+5.32%
-8.13%
1997
+21.85%
-3.41%
+17.36%
-1.24%
1996
+11.14%
-2.76%
+15.52%
-1.31%
1995
+29.40%
0.00%
+19.02%
-0.66%
1994
-3.21%
-8.78%
-1.28%
-5.02%
1993
+13.19%
-1.53%
+11.41%
-1.82%
1992
+8.92%
-2.25%
+9.68%
-0.89%
1991
+25.50%
-2.55%
+23.01%
-1.99%
1990
+1.06%
-7.58%
-1.89%
-7.50%
1989
+21.95%
-1.62%
+15.28%
-0.97%
1988
+11.91%
-2.50%
+12.57%
-1.14%
1987
+1.19%
-16.03%
+2.00%
-12.38%
1986
+16.48%
-5.55%
+13.98%
-2.95%
1985
+28.66%
-1.87%
+20.92%
-1.32%