Bill Schultheis Coffeehouse Portfolio


Asset Allocation

SymbolWeight %
VV10.0
VTV10.0
VB10.0
VBR10.0
VXUS10.0
VNQ10.0
BND40.0

Summary

The Bill Schultheis Coffeehouse Lazy Portfolio is a simple and hands-off investment strategy that consists of a diversified mix of low-cost index funds. This portfolio typically includes a combination of domestic and international stocks, as well as bonds. The key principle of this approach is to set it and forget it, allowing for long-term growth with minimal maintenance. This strategy is ideal for investors who prefer a low-maintenance approach to investing and are seeking a balanced and diversified portfolio.

More Information:

Total Return Over Time

No Taxes, No Rebalancing.

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