Couch Potato Portfolio Returns

The couch potato portfolio can be built with 2 etfs.

Couch potato portfolio returns. The numbers are in and no one is shooting the messenger this year. Scott burns couch potato and other 8 portfolios can be built with 2 10 etfs. In 2019 the portfolio granted a 2 09 dividend yield. July 1 2020 by jon.

The scott burns couch potato portfolio is exposed for 50 on the stock market. Looking at the 10 year period 2010 2019 the s p 500 has returned 12 97 and the couch potato portfolio 8 48. It is a medium risk portfolio. If you can fog a mirror and divide by the number 2 or make a margarita he ll show you how to get better investment results and a better retirement with little or no effort.

Below are the 2019 returns for the various versions of my model portfolios. L ast year it returned 19 48. If 2018 was disappointment returns were negative even for balanced portfolios 2019 had investors popping the champagne as every major asset class was up on the year and equities delivered double digit returns both at home and abroad. For the past 10 years the scott burns margaritaville has returned 7 58 with a standard deviation of 12 22.

The portfolio is exposed to 50 bonds and 50 equities. It s a medium risk portfolio and it can be replicated with 2 etfs. For the past 10 years the couch potato portfolio has returned 8 56 with a standard deviation of 9 86. As of october 2019 the s p is up 19 92 while the couch potato is cooking at 11 06.

In the last 10 years the portfolio obtained a 9 41 compound annual return with a 7 45 standard deviation.