Scott Burns Couch Portfolio
The Couch Potato Portfolio is a portfolio by Scott Burns, a finance columnist and co-founder of AssetBuilder.com, proposed in 1991. It's a dead-simple Lazy Portfolios with a 50/50 mix of stocks and bonds. The basic idea behind the portfolio is that stocks drive returns while bonds protect against market crashes and lower the overall portfolio's volatility.
Scott Burns Couch PortfolioAsset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
TIP iShares TIPS Bond ETF | Inflation-Protected Bonds | 50% |
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 50% |
Scott Burns Couch PortfolioPerformance
The chart shows the growth of $10,000 invested in Scott Burns Couch Portfolio in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $24,458 for a total return of roughly 144.58%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Scott Burns Couch PortfolioReturns
As of Oct 2, 2022, the Scott Burns Couch Portfolio returned -22.28% Year-To-Date and 7.35% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | -10.05% | -20.85% | -24.77% | -17.75% | 7.32% | 9.53% |
| Scott Burns Couch Portfolio | -8.73% | -15.81% | -19.38% | -15.21% | 5.56% | 6.27% |
| Portfolio components: | ||||||
TIP iShares TIPS Bond ETF | -7.56% | -11.18% | -13.91% | -11.84% | 1.75% | 0.80% |
VTI Vanguard Total Stock Market ETF | -9.90% | -20.52% | -24.82% | -18.85% | 8.58% | 11.34% |
| Returns over 1 year are annualized | ||||||
Scott Burns Couch PortfolioDividends
Scott Burns Couch Portfolio granted a 4.90% dividend yield in the last twelve months.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 4.90% | 2.88% | 1.38% | 1.91% | 2.63% | 2.14% | 1.94% | 1.32% | 2.03% | 1.73% | 2.66% | 3.79% | 2.77% |
Scott Burns Couch PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Scott Burns Couch PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the Scott Burns Couch Portfolio. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Scott Burns Couch Portfolio is 19.76%, recorded on Mar 18, 2020. It took 56 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.76% | Feb 20, 2020 | 20 | Mar 18, 2020 | 56 | Jun 8, 2020 | 76 |
| -19.56% | Dec 31, 2021 | 189 | Sep 30, 2022 | — | — | — |
| -10.63% | Aug 30, 2018 | 80 | Dec 24, 2018 | 59 | Mar 21, 2019 | 139 |
| -8.3% | Jul 25, 2011 | 50 | Oct 3, 2011 | 25 | Nov 7, 2011 | 75 |
| -8.13% | Apr 27, 2015 | 202 | Feb 11, 2016 | 77 | Jun 2, 2016 | 279 |
| -7.33% | Apr 30, 2010 | 45 | Jul 2, 2010 | 58 | Sep 24, 2010 | 103 |
| -6.52% | May 22, 2013 | 23 | Jun 24, 2013 | 81 | Oct 17, 2013 | 104 |
| -5.72% | Jan 29, 2018 | 9 | Feb 8, 2018 | 107 | Jul 13, 2018 | 116 |
| -5.23% | Sep 3, 2020 | 14 | Sep 23, 2020 | 37 | Nov 13, 2020 | 51 |
| -5.05% | Nov 9, 2011 | 12 | Nov 25, 2011 | 27 | Jan 5, 2012 | 39 |
Scott Burns Couch PortfolioVolatility Chart
Current Scott Burns Couch Portfolio volatility is 16.79%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.