Scott Burns Couch Potato vs Ray Dalio All Weather 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 Ray Dalio All Weather Portfolio obtained a 7.34% compound annual return, with a 7.40% standard deviation, in the last 30 Years.

Summary

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Scott Burns Couch Potato Portfolio Ray Dalio All Weather Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 50% 30%
Fixed Income 50% 55%
Commodities 0% 15%
30 Years Stats Return +8.04% +7.34%
Std Dev 8.75% 7.40%
Max Drawdown -27.04% -20.58%
All time Stats
(Since Jan 1985)
Return +9.33% +8.69%
Std Dev 9.09% 7.50%
Max Drawdown -27.04% -20.58%
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
Ray Dalio All Weather Portfolio +0.44 +4.16 +7.84 +4.93 +4.82 +7.34 +8.69
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).

Ray Dalio All Weather Portfolio: an investment of 1$, since March 1994, now would be worth 8.37$, with a total return of 737.14% (7.34% 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).

Ray Dalio All Weather Portfolio: an investment of 1$, since January 1985, now would be worth 26.12$, with a total return of 2511.99% (8.69% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Scott Burns Couch Potato Portfolio
Ray Dalio All Weather 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
-20.58% Jan 2022 Sep 2022 (9) In progress (26) 13.71
-19.77% Jan 2022 Sep 2022 (9) In progress (26) 10.88
-11.57% Jan 2009 Feb 2009 (2) Sep 2009 (9) 6.27
-11.38% Jul 2008 Oct 2008 (4) Dec 2008 (6) 5.15
-10.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.92
-10.30% Sep 2000 Sep 2002 (25) May 2003 (33) 5.99
-8.06% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.64
-8.06% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.72
-6.66% Feb 2015 Dec 2015 (11) Jun 2016 (17) 4.06
-6.42% Aug 2016 Nov 2016 (4) Aug 2017 (13) 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
-5.29% May 2013 Jun 2013 (2) Jan 2014 (9) 3.01
-4.83% Jul 1998 Aug 1998 (2) Oct 1998 (4) 2.27
-4.76% Apr 2004 Apr 2004 (1) Sep 2004 (6) 3.09
-4.74% Jun 2003 Jul 2003 (2) Sep 2003 (4) 2.46
-4.71% Sep 2018 Oct 2018 (2) Mar 2019 (7) 2.74

Drawdown comparison chart since January 1985.

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Scott Burns Couch Potato Portfolio
Ray Dalio All Weather 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
-20.58% Jan 2022 Sep 2022 (9) In progress (26) 13.71
-19.77% Jan 2022 Sep 2022 (9) In progress (26) 10.88
-16.03% Sep 1987 Nov 1987 (3) Jan 1989 (17) 7.17
-11.57% Jan 2009 Feb 2009 (2) Sep 2009 (9) 6.27
-11.38% Jul 2008 Oct 2008 (4) Dec 2008 (6) 5.15
-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% Sep 1987 Nov 1987 (3) Sep 1988 (13) 3.96
-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
-7.58% Aug 1990 Sep 1990 (2) Jan 1991 (6) 4.62
-6.83% Feb 1994 Nov 1994 (10) Mar 1995 (14) 4.86
-6.66% Feb 2015 Dec 2015 (11) Jun 2016 (17) 4.06
-6.42% Aug 2016 Nov 2016 (4) Aug 2017 (13) 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
-5.55% Sep 1986 Sep 1986 (1) Jan 1987 (5) 2.81
-5.51% Jan 1990 Apr 1990 (4) Jul 1990 (7) 2.88

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%
-0.09%
-0.52%
2023
+14.66%
-6.50%
+9.94%
-9.24%
2022
-16.31%
-19.77%
-18.39%
-20.58%
2021
+15.67%
-2.76%
+8.27%
-3.74%
2020
+15.93%
-10.72%
+15.88%
-3.68%
2019
+19.51%
-2.63%
+17.93%
-0.83%
2018
-3.32%
-8.06%
-3.02%
-4.71%
2017
+12.07%
0.00%
+11.55%
-0.49%
2016
+8.75%
-2.08%
+6.50%
-6.42%
2015
-0.70%
-5.47%
-3.23%
-6.66%
2014
+8.07%
-2.34%
+12.89%
-2.52%
2013
+12.48%
-3.18%
+1.71%
-5.29%
2012
+11.42%
-2.32%
+7.02%
-1.33%
2011
+7.12%
-6.25%
+15.64%
-2.00%
2010
+11.78%
-6.09%
+12.88%
-0.69%
2009
+18.92%
-9.98%
+2.71%
-11.57%
2008
-18.47%
-22.29%
+2.38%
-11.38%
2007
+8.64%
-1.70%
+11.88%
-1.20%
2006
+7.99%
-1.54%
+6.93%
-1.71%
2005
+4.40%
-1.83%
+8.55%
-2.99%
2004
+10.53%
-3.54%
+9.41%
-4.76%
2003
+19.38%
-1.09%
+13.96%
-4.74%
2002
-1.93%
-6.44%
+7.77%
-1.56%
2001
-1.68%
-8.57%
-2.77%
-4.61%
2000
+3.54%
-5.60%
+10.15%
-2.26%
1999
+9.67%
-3.30%
+6.28%
-3.79%
1998
+16.26%
-8.06%
+11.05%
-4.83%
1997
+21.85%
-3.41%
+13.54%
-2.89%
1996
+11.14%
-2.76%
+8.27%
-2.11%
1995
+29.40%
0.00%
+27.44%
0.00%
1994
-3.21%
-8.78%
-3.28%
-6.83%
1993
+13.19%
-1.53%
+12.02%
-1.98%
1992
+8.92%
-2.25%
+6.76%
-2.23%
1991
+25.50%
-2.55%
+17.98%
-1.86%
1990
+1.06%
-7.58%
+3.85%
-5.51%
1989
+21.95%
-1.62%
+20.45%
-1.14%
1988
+11.91%
-2.50%
+10.59%
-1.93%
1987
+1.19%
-16.03%
+3.47%
-8.78%
1986
+16.48%
-5.55%
+20.56%
-3.75%
1985
+28.66%
-1.87%
+28.68%
-2.13%