Bill Schultheis Coffeehouse Portfolio
Asset Allocation
| Symbol | Weight % |
|---|---|
| VV | 10.0 |
| VTV | 10.0 |
| VB | 10.0 |
| VBR | 10.0 |
| VXUS | 10.0 |
| VNQ | 10.0 |
| BND | 40.0 |
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.