Here Are The 20 Best Income Portfolios Built with ETFs for 2023
If you're looking for income then you should look at this list of the 20 best income portfolios.
Scott Burns Couch Potato and other 8 portfolios can be built with 2-10 ETFs. They are exposed to between 20% to 80% equities and 20% to 80% bonds including TIPS.
Here is how you build Scott Burns’ Margaritaville portfolio.
You can find the other portfolios that Scott Burns have made further below.
The letters in brackets denote the stock symbol for the recommended ETF. You can look up the symbols at your stockbroker. You can see a listing of all the ETFs we recommend on this page.
Below you can see the historical return of Scott Burns’ 8 other Couch Potato portfolios.
Portfolio data was last updated on 1st of June 2023, 06:35 ET
|Name||Year to date||Return in 2022||10 year return||CAGR since 1989 (%)||Draw Down||Expense ratio||Yield|
|Scott Burns Couch Potato||5.29||-11.24||7.01||8.39||-19.89||0.04%||4.21|
|Scott Burns Margaritaville||4.97||-12.75||6.15||7.34||-28.05||0.05%||3.78|
|Scott Burns Four Square||4.27||-12.71||5.05||6.83||-19.56||0.06%||3.24|
|Scott Burns Five Fold||2.8||-15.41||5.48||7.53||-23.04||0.07%||3.34|
|Scott Burns Six Ways from Sunday||0.79||-2.16||6.25||8.41||-26.35||0.08%||3.42|
|Scott Burns Seven Value Portfolio||0.15||-2.18||7.08||8.67||-27.73||0.08%||3.29|
|Scott Burns Seven Value 2 Portfolio||-0.33||-3.29||7.46||8.96||-28.25||0.09%||3.09|
|Scott Burns Nine Emerging Portfolio||-0.39||-4.93||6.88||9.2||-30.97||0.09%||3.2|
|Scott Burns 10 Speed Portfolio||0.02||-4.95||6.55||8.8||-32.27||0.12%||3.27|
Here is what the table is showing you
Year to date: This shows what the portfolio has returned this year starting from the first trading day of the year.
10 Year return: This shows the compounded annualized growth rate over a ten-year period. The current year is excluded from calculations.
CAGR since 1989: This shows the compounded annualized growth rate since 1989. The current year is excluded from calculations.
Expense ratio: This shows the cost of holding the portfolio if you were to construct the portfolio using the proposed ETFs.
Yield: This is the expected dividend yield of the portfolio.
Please note that past performance is not a guarantee of future returns.
Below you can see the returns of the best portfolios that we have benchmarked.
|Name||See Portfolio||Year to date||Return in 2022||10 year return||CAGR since 1989 (%)||Draw Down|
Scott Burns is an investing legend. He came up with the Couch Potato portfolio. It is a super simple lazy portfolio with only two asset classes.
You can get a primer on the Couch Potato in our article The Couch Potato Portfolio: Two Fund Supremacy?
Scott Burns is also a former financial columnist at the Dallas Morning News. He co-founded Assetbuilder.com,which uses The Couch Potato portfolio as an underlying portfolio. He co-authored the personal finance book Spend ‘Til the End: The Revolutionary Guide to Raising Your Living Standard.
The Couch Potato portfolio is one of the lazy portfolios, which means it is easy to implement and maintain while producing a respectable return.
Our articles Lazy Portfolios and 5 Reasons Why A Lazy Portfolio Is Right For You highlight the benefits and pitfalls of lazy portfolios.
Scott Burns also constructed eight new Couch Potato portfolios to supplement the super simple two asset class portfolio.
The family of Couch Potato portfolios is constructed so that they increase the number of asset classes they use. The most simple is The Couch Potato which uses two asset classes while the last one Ten-Speed uses ten asset classes.
So, for example, the Couch Potato portfolio uses only two asset classes, while Five-fold portfolios use 5. From an asset class perspective, it means they increase in complexity.
It is an elegant textbook example of how you can slice ‘n’ dice your portfolio into individual asset classes.
The Scott Burns portfolios are some of the few portfolios on portfolioeinstein.com that specifically expose the portfolio to energy-related companies.
Here are the portfolios that Scott Burns have designed.
Let’s see how you build these Couch Potato brothers and sisters.
Below you can see how to build Scott Burns’ portfolios.
You can find additional information and commentary in our article The Couch Potato Portfolio: Two Fund Supremacy?
Scott Burns maintains a beautiful and informative website over at couchpotatoinvesting.com
If you are Canadian, you might want to check out the site canadiancouchpotato.com
Finding the right portfolio is hard. Maintaining your portfolio is also daunting.
If you want access to our high-performing portfolios then you want to take a look at the premium portfolios.
This is a paid product that gives you the 20 best-performing portfolios since 1989. The portfolios represent a great opportunity for you to get more money from your investment portfolios. The 20 portfolios are the best among the literally hundreds of other portfolios we have benchmarked since we started.
You stand to gain thousands more dollars EACH YEAR for the price of a few months of Netflix.
If you have already committed to a portfolio then maybe you need help maintaining the portfolio. In this case 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.
You can see the best ETF portfolios here.
You can find the best ETFs here.
Warren Buffet recommends holding two ETFs: