Portfolio Crunch

Lazy Portfolio: Bill Schultheis Coffeehouse


Summary

The Bill Schultheis Coffeehouse Lazy Portfolio is a simple, low-maintenance investment strategy that consists of a small number of index funds across different asset classes. It aims to provide diversification and long-term growth while requiring minimal effort from the investor. This type of portfolio typically includes a mix of domestic and international stocks, bonds, and possibly real estate or other alternative investments. The allocation is based on the investor's risk tolerance and time horizon, and it is designed to be easily managed without the need for frequent adjustments.

Asset Allocation

Asset ClassSymbolWeight %
US Large Cap Blend EquitiesVOO10.0
US Large Cap Value EquitiesVTV10.0
US Small Cap Blend EquitiesVB10.0
US Small Cap Value EquitiesVBR10.0
International Ex-US Mkts EquitiesVXUS10.0
US Real Estate EquitiesVNQ10.0
US Total Bond MktBND40.0

Performance: Overall % Return

Rebalance Yearly.

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