Couch Potato Portfolio
Scott Burns' classic 50/50 couch-potato allocation — half US total stock market and half intermediate Treasuries, rebalanced annually.
- Type: Fixed
- Frequency: annually
- Asset classes: US Equity, Intermediate Treasuries
- Backtest window: 2002-07-30 to 2026-11-10
- 1Y
- 4.3%
- 3Y
- 41.0%
- CAGR
- 11.0%
- Max DD
- -9.1%
- Sharpe
- 1.20
Methodology
- Allocate 50% SPY and 50% IEF.
Source: Burns, S. (1991). Couch Potato Portfolio, Dallas Morning News (popularized on scottburns.com).
Headline backtest performance as of 2026-11-10.