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Scott Burns Couch Portfolio
Scott Burns Couch Portfolio (Static Portfolio)
live (public) 0.19% June 04
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.
Holdings (As of 06/04/2025)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Inflation-Protected Bonds | TIP (iShares TIPS Bond ETF) | 0.39% | 51.05% |
| Large Cap Growth Equities | VTI (Vanguard Total Stock Market ETF) | 0.01% | 48.95% |
* Day change on 06/04/2025.
Previous
Performance (As of 06/04/2025)
Since 12/05/2003
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Scott Burns Couch Portfolio | 2.5% | 9.7% | 7.5% | 8.3% | 7.5% | 8.4% |
| VFINX (Vanguard (S&P 500) Index) | 2.2% | 11.3% | 18.4% | 16.2% | 12.9% | 14.0% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.4% | 8.8% | 11.8% | 8.8% | 8.1% | 9.1% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 12/05/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | 2.5 | 9.7 | 7.5 | 8.3 | 7.5 | 8.4 | 8.4 | 7.1 | 7.1 | 7.3 | 13.0 | 14.7 | -16.0 | 15.5 | 16.0 | 19.0 | -3.2 | 12.0 | 8.7 | -0.7 | 8.2 | 12.4 | 11.2 | 7.0 | 11.8 | 18.9 | -18.4 | 8.6 | 7.8 | 4.4 | 10.6 | 2.0 |
| Sharpe Ratio | NA | 0.09 | 0.62 | 0.4 | 0.62 | 0.62 | NA | NA | NA | NA | 0.65 | 1.25 | 1.38 | -1.22 | 1.98 | 0.95 | 2.83 | -0.56 | 3.13 | 1.24 | -0.09 | 1.49 | 1.81 | 1.75 | 0.67 | 1.28 | 1.39 | -1.17 | 0.75 | 0.74 | 0.39 | 1.54 | 0.33 |
| Draw Down(%) | NA | 9.3 | 9.3 | 12.3 | 19.7 | 19.9 | NA | NA | NA | NA | 30.4 | 4.4 | 7.1 | 19.5 | 3.5 | 19.9 | 2.6 | 11.0 | 1.3 | 4.5 | 7.5 | 4.1 | 6.5 | 3.9 | 8.2 | 7.6 | 14.5 | 28.0 | 4.3 | 4.0 | 3.5 | 6.0 | 0.7 |
| Standard Deviation(%) | NA | 13.1 | 10.4 | 10.4 | 10.1 | 9.7 | NA | NA | NA | NA | 9.4 | 7.5 | 8.0 | 14.3 | 7.8 | 16.6 | 6.2 | 8.3 | 3.6 | 6.8 | 7.6 | 5.5 | 6.8 | 6.4 | 10.3 | 9.1 | 13.5 | 16.6 | 7.2 | 6.0 | 5.7 | 6.2 | 6.0 |
| Treynor Ratio | NA | 0.02 | 0.18 | 0.24 | 0.65 | 19.71 | NA | NA | NA | NA | 19.48 | 2.73 | 3.6 | -5.93 | -2.99 | -1.18 | -3.19 | -2.68 | -1.78 | -3.87 | -0.12 | 6.3 | 14.41 | 5.61 | -2.19 | 3.75 | -28.54 | -12.71 | -1.39 | 0.99 | -1.17 | -11.98 | -0.1 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.02 | 0.02 | NA | NA | NA | NA | 0.02 | 0.03 | 0.04 | -0.07 | 0.06 | 0.07 | 0.07 | -0.02 | 0.05 | 0.03 | 0.0 | 0.03 | 0.05 | 0.04 | 0.03 | 0.04 | 0.07 | -0.08 | 0.02 | 0.02 | 0.01 | 0.04 | 0.16 |
| Beta | NA | 0.49 | 0.37 | 0.17 | 0.1 | 0.0 | NA | NA | NA | NA | 0.0 | 0.03 | 0.03 | 0.03 | -0.05 | -0.13 | -0.06 | 0.02 | -0.06 | -0.02 | 0.06 | 0.01 | 0.01 | 0.02 | -0.03 | 0.03 | -0.01 | 0.02 | -0.04 | 0.04 | -0.02 | -0.01 | -0.2 |
| RSquared | NA | 0.92 | 0.48 | 0.09 | 0.03 | 0.0 | NA | NA | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.08 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.11 |
| Sortino Ratio | NA | 0.13 | 0.88 | 0.58 | 0.87 | 0.85 | NA | NA | NA | NA | 0.9 | 1.77 | 2.11 | -1.65 | 2.87 | 1.23 | 4.28 | -0.72 | 4.84 | 1.81 | -0.13 | 2.14 | 2.6 | 2.73 | 0.94 | 1.83 | 2.09 | -1.54 | 1.03 | 1.09 | 0.54 | 2.18 | 0.59 |
| Yield(%) | N/A | 0.7 | 1.9 | 2.5 | 3.1 | 3.2 | 4.3 | 4.3 | 4.7 | 4.7 | 0.0 | 2.0 | 2.3 | 3.6 | 3.0 | 1.5 | 2.1 | 2.3 | 2.0 | 1.8 | 1.1 | 1.8 | 1.6 | 2.2 | 3.2 | 2.3 | 3.3 | 4.0 | 3.2 | 3.0 | 3.6 | 2.9 | 0.3 |
| Dividend Growth(%) | N/A | -59.8 | -13.8 | 7.0 | 102.7 | 80.8 | N/A | N/A | N/A | N/A | N/A | 1.7 | -46.1 | 38.5 | 131.5 | -14.4 | -11.6 | 27.6 | 18.2 | 58.9 | -32.2 | 25.6 | -19.5 | -25.0 | 54.2 | -15.9 | -32.8 | 34.3 | 14.0 | -10.7 | 34.2 | 1002.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/05/2003
Strategies
| Asset Allocation Strategy | Rebalance for Static Portfolios |
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