Build Scott Adams’ Dilbert Portfolio, Crazy High Returns, But There’s a Catch

What is Scott Adams’ Dilbert Portfolio?

Scott Adams’ Dilbert portfolio is a portfolio that Scott Adams constructed. It has performed extremely well.

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What is the historical return of Scott Adams’ Dilbert portfolio?

Here is the historical return of Scott Adams’ Dilbert portfolios.

Portfolio data was last updated on 11th of November 2022, 11:40 ET

NameYear to dateReturn in 202110 year returnCAGR since 1989 (%)STDEVDraw DownExpense ratioYield
Scott Adams Dilbert Portfolio-23.9913.4911.0311.2121.77-44.87%0.07%2.26
Performance for Scott Adams’ Dilbert Portfolio

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.

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.

NameSee PortfolioYear to dateReturn in 202110 year returnCAGR since 1989 (%)Draw Down
Premium PortfolioPremium-20.9732.1413.211.81-35.43%
Premium PortfolioPremium-18.728.7816.5211.28-37.63%
Premium PortfolioPremium-19.6425.6716.2911.25-37.00%
Premium PortfolioPremium-23.9913.4911.0311.21-44.87%
Premium PortfolioPremium-12.028.1714.4711.14-35.26%
Premium PortfolioPremium-14.924.7511.8510.99-36.46%
Premium PortfolioPremium-14.7929.0213.1510.99-40.85%
Premium PortfolioPremium-20.620.711.4510.93-37.91%
Premium PortfolioPremium-15.1224.5111.8710.88-36.35%
Premium PortfolioPremium-19.3822.9214.9910.85-32.77%
The 10 Best Performing Portfolios That We Have Benchmarked

Who is Scott Adams?

Tell me what you need, and I’ll tell you how to get along without it.

– Dilbert

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.

The book 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.

Scott Adams and Dilbert

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.

Scott Adams: How to Fail at Almost Everything and Still Win Big, Kind of the Story of My Life

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

What is the asset allocation for the Scott Adams’ Dilbert portfolio?

This portfolio is part of Portfolio Einstein Gold, Premium Portfolios.

Where can I learn more about Scott Adams and the Dilbert portfolio?

You can go anywhere you want if you look serious and carry a clipboard.

– Dilbert

Here is Scott Adams’ website featuring Dilbert.

Scott Adams’ personal blog. Here is also a link to his podcast.

Here are 3 very good books by Scott Adams:

  1. How to Fail at Almost Everything and Still Win Big: Kind of the Story of My Life
  2. Loserthink: How Untrained Brains Are Ruining America

Scott Adams: Loserthink: How Untrained Brains Are Ruining America

  1. Win Bigly: Persuasion in a World Where Facts Don’t Matter

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