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.
The chart shows the growth of an initial investment of $10,000 in Scott Burns Couch Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly
The earliest data available for this chart is Dec 5, 2003, corresponding to the inception date of TIP
As of Dec 2, 2023, the Scott Burns Couch Portfolio returned 11.05% Year-To-Date and 6.84% of annualized return in the last 10 years.
Monthly Returns Heatmap
Scott Burns Couch Portfolio granted a 2.29% dividend yield in the last twelve months.
|Scott Burns Couch Portfolio||2.29%||4.31%||2.75%||1.30%||1.76%||2.37%||1.89%||1.70%||1.16%||1.71%||1.45%||2.18%|
|iShares TIPS Bond ETF||3.11%||6.96%||4.28%||1.17%||1.75%||2.71%||2.07%||1.48%||0.34%||1.67%||1.15%||2.22%|
|Vanguard Total Stock Market ETF||1.46%||1.66%||1.21%||1.42%||1.78%||2.04%||1.71%||1.92%||1.98%||1.76%||1.74%||2.13%|
The Scott Burns Couch Portfolio features an expense ratio of 0.11%, falling within the medium range. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Asset Correlations Table
The Drawdowns chart displays portfolio losses from any high point along the way.
The table below displays the maximum drawdowns of the Scott Burns Couch Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Scott Burns Couch Portfolio was 31.99%, occurring on Mar 9, 2009. Recovery took 393 trading sessions.
|-31.99%||May 20, 2008||202||Mar 9, 2009||393||Sep 28, 2010||595|
|-19.76%||Feb 20, 2020||20||Mar 18, 2020||56||Jun 8, 2020||76|
|-19.57%||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|
The current Scott Burns Couch Portfolio volatility is 2.22%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.