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 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 |
Performance: Overall % Return
Rebalance Yearly.
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