The Coffee House Lazy Portfolio ETFs
0.39%April 26 | MyPlanIQ portfolio symbol P_36810

Buy and Hold (Annually Reblance)
Bonds BND 40%
REIT VNQ 10%
Intl-Stocks VEU 10%
Large-Cap VTI 10%
Value-Stocks VTV 10%
Small-Stocks VB 10%
Small-Value VBR 10%
Simulated from 4/11/2007


Click here for comparison with other funds, portfolios or stocks

Historical Return Chart

Click here for interactive chart

Return Calculator

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

Rolling Returns

From 04/11/2007 to 04/26/2024, the worst annualized return of 3-year rolling returns is 0.11%.

From 04/11/2007 to 04/26/2024, the worst annualized return of 5-year rolling returns is 3.13%.

From 04/11/2007 to 04/26/2024, the worst annualized return of 10-year rolling returns is 6.15%.

Maximum Drawdown

Click here for more portfolio details and features ►

Create a new model portfolio with personal personal risk profile for a brokerage account

Portfolio Helper