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Coffeehouse Investor Portfolio. As a bonus you gain more time for family friends and other pursuits. This lazy portfolio Coffeehouse portfolio that financial advisor Bill Schultheis made famous in his book The Coffeehouse Investor is so simple.
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Strategy Tracking Performance. The returns history for an implemented Coffeehouse portfolio included in the table below consists of the performance history of Vanguard investor share index funds The second table provides compound returns and standard deviation of returns for 3 year 5 year 10 year 15 year 20 year and full period returns. Save invest and plan for a life of wealth and happiness.
Strategy Tracking Performance.
There is no single coffeehouse portfolio and an investor can adjust the basic version to own needs and investing goals. I can get behind both of those ideas. They use DFA funds. It starts with a 6040 stock bond allocation.
