Bill Schultheis Coffeehouse Portfolio
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 |
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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