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The Coffee House Lazy Portfolio ETF Version
Investment Options
| Total Available Funds: | 7 |
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| Total Available Funds: | 7 |
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| Total Available Funds: | 7 |
- R*: Redemption (Minimum months to hold).
- RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
- WP: Waiting Period (minimum months to wait before buy again).
- M*:Mark (p: proxy, n: not used).
| Asset Class | Ticker | Description | Rating | R* | RT | WP | Expense | Yield | |||||||||||||||||||||||||||||||||||||||||||||
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Average Expense Ratio: 0.07%
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Model Portfolios 
| Strategic Asset Allocation - Equal Weight: Click here to see this strategy description | |||||||
| Equal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
 |
Click for Portfolio Details or Follow | 2.2% | 8.7% | 5.5% | 8.4% | 5.3% | 6.2% |
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| Strategic Asset Allocation - Optimal: Click here to see this strategy description | |||||||
| Optimal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
Click for Portfolio Details or Follow | 2.4% | 9.8% | 6.2% | 8.0% | 5.6% | 6.5% |
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| Tactical Asset Allocation: Click here to see this strategy description | |||||||
| Dynamic Asset Switching | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
|
Click for Portfolio Details or Follow | 4.2% | 10.6% | 4.8% | 7.3% | 4.7% | 5.2% |
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| Asset Allocation Composite: Click here to see this strategy description | |||||||
| Strategic Asset Allocation with Dynamic Risk Adjustment | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
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Click to Create Model Portfolio | ||||||
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* AR: Annualized Return
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
| Other Related Portfolios | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
| The Coffee House Lazy Portfolio ETFs | -0.9% | 8.2% | 5.9% | 9.0% | 5.9% |
Description
The plan consists of 7 funds. It covers 4 major asset classes and 7 minor asset classes. The major asset classes it covers are Fixed Income, REITs, US Equity and Foreign Equity.
This plan uses ETFs instead of index funds for the plan The Coffee House Lazy Portfolio. Since many ETFs have short history, only recent history is meaningful here.
Here is the description of the plan:
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 Term Bond Index 40%
More information can be found in The Coffeehouse Investor. Paul Farrell at MarketWatch.com also maintained this portfolio on his lazy portfolio page.
The original The Coffee House Lazy Portfolio ETFs should be compared with the moderate model portfolios in this plan.
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