Bill Schultheis’s “Coffeehouse” portfolio is a 7-fund portfolio popularized by Bill Shultheis’ book. This portfolio is a moderate risk portfolio with 40% in an intermediate bond fund and in equal weight 10% in 5 risk stock asset classes. Large Blend 10% Large Value 10% Small Blend 10% Small Value 10% Total International 10% REIT 10% Intermediate [...]
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