Monthly Self-Managed
Couch Potato Portfolio Returns
Couch Potato portfolio models are hypothetical models created by Scott Burns. These
models are for educational purposes only and are not investment products offered
or endorsed by AssetBuilder Inc. Due to the rapidly changing nature of the security
markets, this data may quickly become outdated. All materials presented are compiled
from sources believed to be reliable and current, but accuracy cannot be guaranteed.
This information is distributed for education purposes only, and it is not to be
construed as an offer, solicitation, recommendation, or endorsement of any particular
security, product, or service.
Vanguard Couch Potato Returns
As of December 2009
| As of December 2009 |
Last3 Months (period) Return |
Last1 Year (annual) Return |
Last3 Years (annual) Return |
Last5 Years (annual) Return |
Y-T-D(period) Return |
Since 01/2005
(annual) Return |
Since 01/2005
Standard Deviation |
| Vanguard Inflation -Protected Secs |
1.91% |
10.80% |
6.30% |
4.36% |
10.80% |
4.36% |
7.68% |
| Vanguard Total Stock Mkt Idx |
5.85% |
28.70% |
(5.10)% |
0.91% |
28.70% |
0.91% |
17.09% |
| Vanguard Total Intl Stock Index |
3.17% |
36.73% |
(4.07)% |
5.26% |
36.73% |
5.26% |
23.10% |
| American Century International Bd Inv |
(1.83)% |
6.72% |
6.30% |
3.59% |
6.72% |
3.59% |
9.76% |
| Vanguard REIT Index |
9.05% |
29.58% |
(12.00)% |
0.59% |
29.58% |
0.59% |
34.88% |
| Vanguard Energy |
5.78% |
38.36% |
2.69% |
13.38% |
38.36% |
13.38% |
30.56% |
| Vanguard Value Index |
4.41% |
19.58% |
(8.49)% |
0.05% |
19.58% |
0.05% |
17.33% |
| Vanguard Small Cap Value Index |
3.79% |
30.34% |
(6.29)% |
0.80% |
30.34% |
0.80% |
22.88% |
| Vanguard Emerging Mkts Stock Idx |
8.22% |
75.98% |
4.87% |
14.53% |
75.98% |
14.53% |
33.85% |
| Vanguard International Value |
1.79% |
33.77% |
(4.24)% |
5.70% |
33.77% |
5.70% |
22.17% |
| Couch Potato |
4.00% |
19.89% |
1.25% |
3.17% |
19.89% |
3.17% |
10.03% |
| Margarita |
3.71% |
25.01% |
(0.28)% |
4.14% |
25.01% |
4.14% |
13.43% |
| Four Square |
2.38% |
20.04% |
1.65% |
4.22% |
20.04% |
4.22% |
11.42% |
| Five Fold |
3.93% |
23.49% |
(0.64)% |
3.93% |
23.49% |
3.93% |
14.44% |
| Six Ways From Sunday |
4.23% |
25.19% |
0.33% |
5.88% |
25.19% |
5.88% |
15.61% |
| Seven Value |
4.26% |
24.38% |
(0.84)% |
5.12% |
24.38% |
5.12% |
15.65% |
| Seven Value 2 |
4.20% |
25.13% |
(1.43)% |
4.64% |
25.13% |
4.64% |
16.28% |
| Nine Emerging |
4.66% |
29.40% |
(0.67)% |
5.79% |
29.40% |
5.79% |
17.66% |
| 10 Speed |
4.36% |
29.80% |
(1.01)% |
5.81% |
29.80% |
5.81% |
18.02% |
How do I build a Couch Potato portfolio?
Like what you see and hear about the couch potato but don't know how to start or where to build them. The check out our couch potato cookbook. It’s full of infomation to help you build all 9 Couch Potato portfolios. If you still confused try our search feature at the top of the page or browse through Scott’s 60+ articles on the couch potato portfolios.If you’re still having a tough time deciding try posting your question on our discussion forums for other members of the site.There are a lot of skilled members on this site that would be happy to assist you in your decision.
Definitions
Standard Deviation —
a representation of the risk associated with a given security (stocks, bonds,
etc.), or the risk of a portfolio of securities. Risk is an important factor in
determining how to efficiently manage a portfolio of investments because it determines
the variation in returns on the asset and/or portfolio and gives investors a mathematical
basis for investment decisions. The overall concept of risk is that as it increases,
the expected return on the asset will increase as a result of the risk premium earned
– in other words, investors should expect a higher return on an investment
when said investment carries a higher level of risk.
