The dividend yield is 0 89.
Couch potato portfolio performance.
The 30 year return is 8 73.
Your typical balanced mutual fund.
They are is exposed to between 20 to 80 equities and 20 to 80 bonds including tips.
Scott burns couch potato and other 8 portfolios can be built with 2 10 etfs.
They are medium risk and low risk portfolios.
Starting with a 100 000 investment and withdrawing an initial 4 000 a year that is adjusted upward for inflation each year this table shows the dollar value of the portfolio at the end of each year.
If you invested 100 in the classic couch potato.
The average equity index returned less in the same period 11 85.
The average balanced fund returned less in the same period 9 45.
The plain 50 50 couch potato portfolio returned 10 37 between 1991 and 2001.
The couch potato portfolio is an indexing strategy that requires only annual monitoring and rebalancing but offers significant returns in the long run.
Couch potato portfolios invest equally in two.
Last year it returned 19 48.
Investment performance figures for the global couch potato portfolio by annual nominal value 1 year return and annualized rate of return.
Year to date the couch potato portfolio has returned 5 52.
From 1986 to 2001 the sophisticated couch potato strategy returned 12 3.
50 00 us total stock market vti 50 00 tips vtip.
None of the products we use to build our couch potato portfolios has been around for 20 years.
For the past 10 years the couch potato portfolio has returned 8 56 with a standard deviation of 9 86.
Return scatterplot using the 10 year maximum drawdown to measure risk.
Investment performance figures for the classic couch potato portfolio by annual nominal value annualized rate of return and annual return.
The global couch potato easily beat global balanced funds.
Here is how you build the couch potato portfolio.
Couch potato portfolio results after inflation adjusted withdrawals for different time periods.
Identify performance winners based on total return by comparing returns to the couch potato portfolio.
