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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 [...]
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 ETF Vanguard Total Stock Market ETF Vanguard Value ETF iShares 20+ Year Treasury Bond iShares Core Total US Bond Fund iShares DJ US Real Estate Index Fund iShares Russell 2000 Index Fund iShares Trust MSCI EAFE Index Fund
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