Build Scott Adams’ Dilbert Portfolio, Crazy High Returns, But There’s a Catch
Learn how to build Scott Adams' Dilbert portfolio with ETFs. How do they compare against other portfolios like John Bogle's?
What is Scott Adams’ Dilbert Portfolio?
Scott Adams’ Dilbert portfolio is a portfolio that Scott Adams constructed. It has performed extremely well.
Scott Adams’ Dilbert Portfolio is exposed to 100% to stocks. It is a high-risk portfolio. For the past 10 years, it has returned 11.03 with a standard deviation of 21.77. The dividend yield is 2.26%. The 30 year return is 11.21%. Last year it returned 18.11%.
Article Contents
- What is the historical return of Scott Adams’ Dilbert portfolio?
- How does Scott Adams’ Dilbert portfolio compare to the best portfolios?
- Scott Adams Dilbert portfolio, crazy high returns, but there’s a catch
- Description of the Scott Adams Dilbert portfolio
- Asset Allocation for the Scott Adams Dilbert portfolio
- Resources for the Scott Adams Dilbert portfolio
- Suggestions for your next steps
What is the historical return of Scott Adams’ Dilbert portfolio?
Here is the historical return of Scott Adams’ Dilbert portfolios.
| Name | Asset class count | Year to date | Return in 2020 | 10 year return | CAGR since 1989 (%) | Risk level | Expense ratio |
|---|---|---|---|---|---|---|---|
| Scott Adams Dilbert Portfolio | 2 | -12.98 | 18.11 | 11.03 | 11.21 | 3 | 0.07% |
That’s some high returns but they come at a price. High drawdown and high volatility. It may look like it is crazy but who wouldn’t want those juicy returns?
How does Scott Adams’ Dilbert portfolio compare to the best portfolios?
Below you can see the returns of the best portfolios that we have benchmarked.
| Name | See Portfolio | Year to date | Return in 2020 | 10 year return | CAGR since 1989 (%) | Draw Down |
|---|---|---|---|---|---|---|
| Premium Portfolio |  | -12.97 | 18.29 | 16.52 | 11.28 | -37.63% |
| Premium Portfolio | | -12.98 | 18.11 | 11.03 | 11.21 | -44.87% |
| Premium Portfolio | | -13.6 | 19.7 | 14.99 | 10.85 | -32.77% |
| Premium Portfolio | | -8.98 | 3.19 | 11.85 | 10.99 | -36.46% |
| Premium Portfolio | | -9.17 | 3.66 | 11.87 | 10.88 | -36.35% |
| Premium Portfolio | | -14.04 | 21.03 | 16.29 | 11.25 | -37.00% |
| Premium Portfolio | | -9.45 | 8.7 | 14.47 | 11.14 | -35.26% |
| Premium Portfolio | | -11.1 | 7.48 | 11.45 | 10.93 | -37.91% |
| Premium Portfolio | | -9.97 | 5.36 | 13.2 | 11.81 | -35.43% |
| Premium Portfolio | | -8.76 | 3.42 | 13.15 | 10.99 | -40.85% |
Tell me what you need, and I’ll tell you how to get along without it.
– Dilbert
Scott Adams Dilbert portfolio, crazy high returns, but there’s a catch
Scott Adams is the author of the wildly popular comic strip Dilbert. He is also the author of quite a few books.
I want to highlight one of those books as it is a huge influencing effect on my thinking. It is called How to Fail at Almost Everything and Still Win Big: Kind of the Story of My Life.
Half cherry-picked biography and self-improvement and half business book (Dilbert math). The book will show you how failure is the only option when you are looking to succeed.
Success is a terrible teacher as they say.
I like reading books by Scott Adams as he deals with reality in a real way. He is knowledgeable about a lot of topics and can talk intelligently and humbly about them. This makes him a joy to listen to and to read.
The book is a #1 bestseller at the moment, so Scott Adams must have hit a chord with a lot of people. I highly recommend it. It is one of the most elegant and on-point arguments for the fail often, fail early philosophy.
Description of the Scott Adams Dilbert portfolio
Scott Adams’ portfolio is as interesting as his own life has been. He suggested this simple portfolio on his blog a while back. It has crazy returns but it has also crazy volatility. Yes, crazy is an academic financial term.
High volatility means that you can expect that the value of the portfolio will bounce around a lot. The portfolio has only two asset classes. They are emerging markets and total U.S. stocks. Simple right?
I should note here that it would be extraordinarily unwise to base any of your investments on what you read in a cartoonist’s blog. This is just a mental exercise.
– Scott Adams
Asset Allocation for the Scott Adams Dilbert portfolio
This portfolio is part of Portfolio Einstein Gold, Premium Portfolios.
Resources for the Scott Adams Dilbert portfolio
You can go anywhere you want if you look serious and carry a clipboard.
– Dilbert
Scott Adams’ website featuring Dilbert.
Scott Adams’ personal blog. Here is also a link to his podcast.
3 very good books by Scott Adams:
- How to Fail at Almost Everything and Still Win Big: Kind of the Story of My Life
- Loserthink: How Untrained Brains Are Ruining America
- Win Bigly: Persuasion in a World Where Facts Don’t Matter
Suggestions for your next steps
Finding the correct portfolio is hard. Maintaining your portfolio is also daunting. If you are still in doubt about which portfolio to choose, we suggest you read our article How To Invest Money: 5 Simple Steps That Work For Anyone
If you have already committed to a portfolio – good for you! If you need help maintaining the portfolio you will find our rebalance worksheet useful.
Rebalancing your portfolio lowers your risk and may provide higher returns in the long run. It is completely FREE.
You can find the rebalance worksheet in our article Here Is The Most Easy To Use Portfolio Rebalance Tool.
Rebalancing lowers your portfolio risk and can increase your returns.
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