Sentences with phrase «performance of the couch potato»
Not exact matches
Hope you'll pick up a copy of the book, and that you'll track your Couch Potato portfolio's performance here on the site.
http://www.moneysense.ca/
Passive investors expect «annual returns of 6 % to 8 % like clockwork» and therefore the Global Couch Potato's recent 10 - year performance was «somewhat lower than advertised.»
The recent performance of my model portfolios has been excellent: in 2013, the humble Global Couch Potato returned more than 15 %, and over the last five years, a balanced index portfolio could easily have achieved 10 % annualized returns.
The year - to - date performance of the Complete Couch Potato is 1.28 % — hardly cause for dancing in the streets, but given the state of the global economy and the extreme daily volatility, that's a surprising result.
So if you have a portfolio with 20 % Canadian equities, 20 % U.S. equities, 20 % international equities and 40 % Canadian bonds, compare its performance to a similarly weighted Couch Potato portfolio of cheap ETFs.
Investment performance figures for the Classic Couch Potato Portfolio by annual nominal value, annualized rate of return and annual return.
Over the 40 years closed at the end of 2015, the basic Couch Potato would have returned an annualized 9.78 percent — its best performance.
When Sheldon compared the backtested performance of the QA portfolio with the regular Global Couch Potato over the last five years, and the results were remarkable.
You can check this for yourself by using our monthly update of performance and standard deviation for both portfolios Couch Potato and AssetBuilder.
While the percentile rankings for trailing performance vary from month to month, Couch Potato investors are almost always in the top 50 percent and are frequently in the top 25 percent of portfolio categories called «Moderate Allocation» or «World Allocation» by Morningstar.
Before diving into the bond market, I'd like to start by examining the performance of an aggressive form of the global couch potato portfolio.