AssetBuilder - Registered Investment Advisor :: Simple Investing Smart Future

Does anyone have a performance history of the various Couch Potato portfolios?  I would like to have a calendar year list from 1999 to 2008 to compare with some other performance data I have that uses those time periods.

Thanks,

AssetBuilder provides monthly updates of trailing 1, 3, and 5 year period trailing performance, along with the 5 year standard deviation. The performance figures are done in this way to correspond to the measures used by Morningstar.

It's also worth noting that performances for years prior to 2000 would become problematic for many of the portfolios with a large number of building blocks because a number of the building blocks were not available as ETFs and some were not yet available as mutual funds.

Scott

Thank you for the response, Scott.

I understand why the data is presented the way it is. 

However, some of the portfolios can go back to the early 90s.  I think it is helpful to look at the performance through more than one market cycle when possible, and the tech bust years precede the 2004 date.  The data I have on alternative investments do not follow the Morningstar conventions.  I just thought this data has already been calculated.

I can just crunch the numbers using the portfolio pieces myself.

I believe you'll find some of the data you seek in some of the older Couch Potato columns on this site, but it will be limited to only two asset classes--- the S&P 500 and U.S. bond market. The real issue here is access to actual funds or ETFs so you could execute as well as model.

Scott