Inflation-adjusted performance metrics reveal couch potato investing portfolios maintained real returns near 5% YTD, reinforcing the efficiency of low-turnover, diversified asset mixes. “That Kris managed to tailor my training well enough to turn that wobbly-punk-guitarist so rapidly into something resembling an actual athlete was impressive,” recalls Roberts. Here are a few excerpts from Burns’ conversation with Morningstar’s Christine Benz and Jeff Ptak: Data from Morningstar suggests couch potato investing allocations with 70% equities and 30% bonds delivered a Sharpe ratio of 1.2 in Q2 2024, outperforming aggressive portfolios during recent market pullbacks due to interest rate uncertainty.
