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February 29, 2012 at 16:52 PM EST
Investment Management: The Coffee House Lazy And Active (Instant) Portfolio ETF Version
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 [...]
ISHARES 20+ YEAR TREASURY BOND ETF ISHARES CORE TOTAL U.S. BOND MARKET ETF ISHARES MSCI EAFE ETF ISHARES RUSSELL 2000 ETF ISHARES U.S. REAL ESTATE ETF PowerShares QQQ Trust, Series 1 S&P DEP RECEIPTS SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Standard & Poors 500 VANGUARD FTSE ALL-WORLD EX-US ETF VANGUARD REIT ETF VANGUARD SMALL-CAP ETF VANGUARD SMALL-CAP VALUE ETF VANGUARD TOTAL BOND MARKET VANGUARD TOTAL STOCK MARKET ETF VANGUARD VALUE ETF
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