Stocks/Bonds 40/60 2x Leveraged vs Scott Burns Couch Potato Portfolio Comparison

Last Update: 31 March 2024

The Stocks/Bonds 40/60 2x Leveraged Portfolio obtained a 8.43% compound annual return, with a 14.64% standard deviation, in the last 10 Years.

The Scott Burns Couch Potato Portfolio obtained a 7.16% compound annual return, with a 9.23% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 40/60 2x Leveraged Portfolio Scott Burns Couch Potato Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 40% 50%
Fixed Income 60% 50%
Commodities 0% 0%
10 Years Stats Return +8.43% +7.16%
Std Dev 14.64% 9.23%
Max Drawdown -36.46% -19.77%
All time Stats
(Since Mar 2010)		 Return +11.48% +8.26%
Std Dev 13.27% 8.75%
Max Drawdown -36.46% -19.77%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from March 2010

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1M 6M 1Y 5Y 10Y MAX
Stocks/Bonds 40/60 2x Leveraged Portfolio +3.56 +22.47 +14.99 +6.83 +8.43 +11.48
Scott Burns Couch Potato Portfolio +1.81 +13.73 +13.97 +8.20 +7.16 +8.26
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1$, since April 2014, now would be worth 2.25$, with a total return of 124.72% (8.43% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1$, since April 2014, now would be worth 2.00$, with a total return of 99.64% (7.16% annualized).

Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1$, since March 2010, now would be worth 4.62$, with a total return of 362.33% (11.48% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1$, since March 2010, now would be worth 3.06$, with a total return of 205.78% (8.26% annualized).

Drawdowns

Drawdown comparison chart since April 2014.

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Stocks/Bonds 40/60 2x Leveraged 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
-36.46% Jan 2022 Sep 2022 (9) In progress (27) 25.55
-19.77% Jan 2022 Sep 2022 (9) Mar 2024 (27) 10.69
-10.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.92
-9.59% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.96
-8.06% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.64
-7.29% Feb 2020 Mar 2020 (2) May 2020 (4) 3.46
-7.11% Feb 2018 Apr 2018 (3) Aug 2018 (7) 4.21
-6.54% Aug 2016 Nov 2016 (4) Feb 2017 (7) 3.58
-6.16% Sep 2021 Sep 2021 (1) Nov 2021 (3) 3.08
-6.13% Sep 2020 Oct 2020 (2) Nov 2020 (3) 3.32
-5.62% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.68
-5.47% Mar 2015 Sep 2015 (7) Apr 2016 (14) 2.66
-3.24% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.89
-2.97% Jan 2021 Feb 2021 (2) Apr 2021 (4) 1.88
-2.92% Feb 2018 Mar 2018 (2) Jul 2018 (6) 1.86
-2.86% May 2019 May 2019 (1) Jun 2019 (2) 1.65
-2.76% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.59
-2.63% May 2019 May 2019 (1) Jun 2019 (2) 1.52
-2.54% Sep 2014 Sep 2014 (1) Oct 2014 (2) 1.47
-2.34% Sep 2014 Sep 2014 (1) Nov 2014 (3) 1.20

Drawdown comparison chart since March 2010.

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Stocks/Bonds 40/60 2x Leveraged 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
-36.46% Jan 2022 Sep 2022 (9) In progress (27) 25.55
-19.77% Jan 2022 Sep 2022 (9) Mar 2024 (27) 10.69
-10.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.92
-9.59% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.96
-8.06% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.64
-7.29% Feb 2020 Mar 2020 (2) May 2020 (4) 3.46
-7.11% Feb 2018 Apr 2018 (3) Aug 2018 (7) 4.21
-6.54% Aug 2016 Nov 2016 (4) Feb 2017 (7) 3.58
-6.25% May 2011 Sep 2011 (5) Dec 2011 (8) 2.31
-6.16% Sep 2021 Sep 2021 (1) Nov 2021 (3) 3.08
-6.13% Sep 2020 Oct 2020 (2) Nov 2020 (3) 3.32
-6.11% May 2010 Jun 2010 (2) Sep 2010 (5) 3.69
-5.62% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.68
-5.58% May 2013 Aug 2013 (4) Oct 2013 (6) 3.04
-5.47% Mar 2015 Sep 2015 (7) Apr 2016 (14) 2.66
-4.27% May 2010 Jun 2010 (2) Jul 2010 (3) 2.87
-3.24% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.89
-3.18% May 2013 Jun 2013 (2) Jul 2013 (3) 1.63
-2.97% Jan 2021 Feb 2021 (2) Apr 2021 (4) 1.88
-2.92% Feb 2018 Mar 2018 (2) Jul 2018 (6) 1.86

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
+5.22%
 0.00%
+4.74%
 0.00%
2023
+18.74%
 -14.99%
+14.66%
 -6.50%
2022
-33.70%
 -36.46%
-16.31%
 -19.77%
2021
+19.46%
 -6.16%
+15.67%
 -2.76%
2020
+19.91%
 -7.29%
+15.93%
 -10.72%
2019
+33.39%
 -2.86%
+19.51%
 -2.63%
2018
-6.50%
 -9.59%
-3.32%
 -8.06%
2017
+19.66%
 -0.19%
+12.07%
 0.00%
2016
+8.94%
 -6.54%
+8.75%
 -2.08%
2015
+0.67%
 -5.62%
-0.70%
 -5.47%
2014
+20.80%
 -2.54%
+8.07%
 -2.34%
2013
+20.66%
 -5.58%
+12.48%
 -3.18%
2012
+16.43%
 -2.46%
+11.42%
 -2.32%
2011
+17.29%
 -1.97%
+7.12%
 -6.25%