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23. Scott Burns' Couch Potato: 50/50

Model risk: medium · Started: 2026-10-21 · Updated: 2026-11-06

Account$98,378
Return−1.62%
vs S&P 500+2.47%
Worst drop−2.17%

What it does

Half in an S&P 500 index fund, half in bonds: a portfolio that needs a few minutes a year. Here the bonds are the whole US bond market.

Origin and history since 1926 →

Account value

$95,305$96,736$98,167$99,598$101,0292026-10-222026-10-292026-11-06
Scott Burns' Couch Potato: 50/50S&P 500 buy & hold

Next move

No changes planned for the next session.

Holdings now

TickerQtyPriceValueShare
AGG521$96.55$50,30351.13%
SPY65$735.29$47,79448.58%
Cash$2820.29%

Trade log

DateActionTickerQtyPriceValueFee
2026-10-22BuyAGG521$95.69$49,854$24.93
2026-10-22BuySPY65$766.37$49,814$24.91

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