Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
Major Brokerage Investor
The Coffee House Lazy Portfolio ETF Version
The Coffee House Lazy Portfolio ETF Version Strategic Asset Allocation - Equal Weight Moderate
The Coffee House Lazy Portfolio ETF Version Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.81% May 02
Delayed
Holdings (As of 03/28/2024)
sign up and login first and then customize a new portfolio for the latest current holdings
Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
---|---|---|---|---|
CASH | CASH (CASH) | 0.0% | CASH | 0.05% |
US Equity | VTI (Vanguard Total Stock Market Index Fund ETF Shares) | 0.07% | Vanguard Total Stock Market ETF | 10.08% |
US Equity | VTV (Vanguard Value Index Fund ETF Shares) | 0.30% | Vanguard Value ETF | 7.57% |
Real Estate | VNQ (Vanguard Real Estate Index Fund ETF Shares) | 0.71% | Vanguard REIT Index ETF | 18.36% |
International Equity | VEU (Vanguard FTSE All-World ex-US Index Fund ETF Shares) | 0.05% | Vanguard FTSE All-World ex-US ETF | 23.44% |
General Bond | BND (Vanguard Total Bond Market Index Fund ETF Shares) | 0.12% | Vanguard Total Bond Market ETF | 40.50% |
* Day change on 03/28/2024.
Beta
Instructions On FolioInvesting.com Download Current Holdings to FolioInvesting CSV file
Performance (As of 05/02/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
The Coffee House Lazy Portfolio ETF Version Strategic Asset Allocation - Equal Weight Moderate | 1.3% | 10.1% | 1.9% | 6.2% | 5.2% | 7.8% |
VFINX (Vanguard (S&P 500) Index) | 6.6% | 24.7% | 8.1% | 13.4% | 12.4% | 14.5% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.6% | 14.0% | 2.5% | 7.6% | 7.6% | 9.6% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 1.3 | 10.1 | 1.9 | 6.2 | 5.2 | 7.8 | 6.1 | 5.9 | 10.8 | -10.6 | 12.5 | 10.8 | 18.3 | -6.2 | 8.4 | 6.8 | -1.6 | 8.5 | 9.6 | 10.4 | 0.8 | 15.4 | 23.7 | -22.8 | 2.9 | 17.9 | 6.9 | 10.5 | 18.7 | -5.4 | 2.3 |
Sharpe Ratio | NA | 0.01 | 0.78 | -0.04 | 0.36 | 0.4 | NA | NA | 0.38 | 0.75 | -0.92 | 1.48 | 0.49 | 2.95 | -0.94 | 1.81 | 0.77 | -0.19 | 1.39 | 1.25 | 1.34 | 0.05 | 1.11 | 0.92 | -0.83 | -0.01 | 2.03 | 0.61 | 1.21 | 1.72 | -0.51 | 0.01 |
Draw Down(%) | NA | 3.8 | 7.6 | 16.8 | 23.2 | 23.2 | NA | NA | 42.5 | 7.6 | 16.8 | 3.8 | 23.2 | 2.6 | 10.2 | 2.2 | 6.3 | 8.6 | 4.0 | 7.1 | 5.9 | 14.4 | 8.8 | 22.6 | 37.7 | 7.2 | 4.4 | 5.4 | 6.4 | 8.3 | 13.1 | 0.0 |
Standard Deviation(%) | NA | 7.9 | 8.1 | 10.1 | 12.8 | 10.4 | NA | NA | 12.6 | 8.7 | 13.0 | 8.4 | 21.4 | 5.7 | 8.0 | 4.3 | 8.5 | 8.5 | 6.1 | 7.7 | 7.7 | 16.5 | 13.8 | 25.7 | 28.5 | 11.2 | 7.2 | 7.7 | 7.9 | 10.4 | 12.8 | 0.0 |
Treynor Ratio | NA | 0.0 | 0.11 | -0.01 | 0.08 | 0.08 | NA | NA | 0.08 | 0.11 | -0.24 | 0.22 | 0.18 | 0.44 | -0.17 | 0.16 | 0.12 | -0.03 | 0.18 | 0.15 | 0.18 | 0.01 | 0.21 | 0.27 | -0.36 | 0.0 | 0.25 | 0.08 | 0.16 | 0.3 | -0.15 | -0.03 |
Alpha | NA | -0.03 | -0.02 | -0.01 | 0.0 | 0.0 | NA | NA | 0.01 | -0.02 | -0.01 | -0.01 | 0.0 | 0.02 | -0.02 | 0.0 | 0.0 | -0.01 | 0.01 | -0.03 | 0.01 | 0.0 | 0.02 | 0.01 | 0.02 | 0.0 | 0.03 | 0.02 | 0.02 | 0.01 | 0.02 | 0.0 |
Beta | NA | 0.53 | 0.57 | 0.53 | 0.55 | 0.53 | NA | NA | 0.58 | 0.58 | 0.5 | 0.57 | 0.58 | 0.39 | 0.43 | 0.47 | 0.57 | 0.49 | 0.47 | 0.63 | 0.56 | 0.68 | 0.74 | 0.89 | 0.66 | 0.65 | 0.6 | 0.62 | 0.61 | 0.6 | 0.42 | 0.0 |
RSquared | NA | 0.62 | 0.69 | 0.81 | 0.85 | 0.82 | NA | NA | 0.79 | 0.77 | 0.88 | 0.78 | 0.89 | 0.72 | 0.85 | 0.54 | 0.76 | 0.8 | 0.77 | 0.82 | 0.87 | 0.93 | 0.92 | 0.89 | 0.89 | 0.86 | 0.69 | 0.67 | 0.73 | 0.95 | 0.74 | 0.0 |
Sortino Ratio | NA | 0.02 | 1.15 | -0.05 | 0.48 | 0.53 | NA | NA | 0.53 | 1.09 | -1.26 | 2.14 | 0.63 | 4.46 | -1.18 | 2.72 | 1.07 | -0.26 | 2.01 | 1.78 | 2.03 | 0.06 | 1.62 | 1.34 | -1.11 | -0.01 | 3.18 | 0.87 | 1.72 | 2.59 | -0.74 | NA |
Yield(%) | N/A | 1.26 | 4.09 | 2.88 | 3.12 | 2.65 | N/A | N/A | 2.58 | 3.76 | 2.1 | 2.66 | 2.94 | 3.26 | 1.81 | 1.04 | 3.51 | 1.67 | 3.02 | 2.27 | 1.89 | 2.78 | 3.36 | 3.13 | 3.29 | 3.13 | 3.41 | 3.28 | 1.72 | 0.77 | 1.02 | 2.31 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
This model portfolio uses Strategic Asset Allocation - Equal Weight
. The allocations are diversified by investing in the 4 major asset classes: Fixed Income, US Equity, Foreign Equity, REITs
that are covered in The Coffee House Lazy Portfolio ETF Version. It then selects one or two funds for each of the 4 major asset classes.
1.Risk allocation: the risk profile of this portfolio 40.
The total allocation of the fixed income assets should be at least 40%.
2.Asset weights: risk assets selected are equally weighted by
default.
3.Fund selection: about one or two top performing funds among 7 available funds in the plan are chosen for each asset selected. They are usually equally weighted within
the asset by default.
4.Rebalance frequency: the portfolio is reviewed by the strategy program monthly
and the above steps are repeated. Asset weights are rebalanced back to target allocation if it is necessary.
5.
Simulation: Performance data before this portfolio went public on
06/07/2011
are obtained from historical simulation. They are hypothetical.