Bill Schultheis Coffeehouse Portfolio
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:
Asset Allocation
| Asset Class | Symbol | Weight % |
|---|---|---|
| US Large Cap Blend Equities | VOO | 10.0 |
| US Large Cap Value Equities | VTV | 10.0 |
| US Small Cap Blend Equities | VB | 10.0 |
| US Small Cap Value Equities | VBR | 10.0 |
| International Ex-US Mkts Equities | VXUS | 10.0 |
| US Real Estate Equities | VNQ | 10.0 |
| US Total Bond Mkt | BND | 40.0 |
Total Return by Period
No Taxes, No Rebalancing., Last Update: Apr 02, 2025
| 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|
| 0.61% | 0.25% | -0.71% | 1.38% | 7.12% | 9.82% | 68.35% | 76.40% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 8.26% | 12.02% | -14.20% | 14.20% | 8.47% | 19.24% | -5.14% | 11.29% | 9.62% | -0.73% |
Total Return Over Time
No Taxes, No Rebalancing.
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