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MyPlanIQ Static Portfolio The Coffee House Lazy Portfolio Index Funds

The Coffee House Lazy Portfolio Index Funds (Static Portfolio)

live (public) 0.10% December 02

Buy and Hold (Annually Reblance)
Bond VBMFX 40%
Small-Value VISVX 10%
REIT VGSIX 10%
Intl-Stocks VGTSX 10%
Large-Cap VFINX 10%
Value-Stocks VIVAX 10%
Small-Stocks NAESX 10%
Simulated from 5/28/1998

Holdings (As of 12/02/2022)
Asset Fund in this portfolio Price change* Percentage
Bond VBMFX (Vanguard Total Bond Market Index Inv) 0.31% 28.70%
Small-Value VISVX (Vanguard Small Cap Value Index Inv) 0.17% 12.10%
REIT VGSIX (Vanguard REIT Index Inv) 0.24% 9.81%
Intl-Stocks VGTSX (Vanguard Total Intl Stock Index Inv) 0.0% 8.53%
Large-Cap VFINX (Vanguard 500 Index Investor) 0.11% 15.02%
Value-Stocks VIVAX (Vanguard Value Index Inv) 0.0% 13.80%
Small-Stocks NAESX (Vanguard Small Cap Index Inv) 0.24% 12.04%

* Day change on 12/02/2022.

Monthly Holding Date: Total Transaction Times So Far:
Previous Next
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Holdings

Transactions

Performance (As of 12/02/2022)

Since 05/28/1998

Name YTD*
Return
1Yr
AR**
3Yr
AR**
5Yr
AR**
10Yr
AR**
15Yr
AR**
The Coffee House Lazy Portfolio Index Funds -11.1% -8.3% 4.4% 4.6% 6.5% 5.8%
VFINX (Vanguard (S&P 500) Index) -12.7% -9.0% 11.3% 11.0% 13.2% 9.1%
VBINX (Vanguard Balance (60% stocks/40% bonds) -11.8% -8.4% 6.8% 7.2% 8.6% 7.0%

*   YTD: Year to Date
**  AR: Annualized Return
Last 1 Week* YTD*(2022) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Inception** 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998
AR(%) 1.2 -11.1 -8.3 4.4 4.6 6.5 5.8 6.5 15.5 8.3 19.7 -6.2 9.1 9.6 -0.7 9.1 14.5 11.9 2.2 15.0 20.5 -20.3 2.7 15.2 6.2 13.9 23.0 -5.3 1.9 6.4 8.2 1.3
SR NA -0.73 -0.58 0.24 0.27 0.56 NA 0.47 1.73 0.38 2.69 -0.83 1.83 1.19 -0.09 1.45 1.95 1.57 0.15 1.17 1.18 -0.94 -0.03 1.63 0.57 1.7 2.96 -0.6 -0.04 0.23 0.69 -0.06
DD(%) NA 20.9 20.9 25.8 25.8 25.8 NA 35.5 4.5 25.8 3.3 12.1 2.0 5.7 7.8 4.6 6.3 5.4 12.6 9.4 16.5 31.8 7.0 5.6 4.5 7.7 5.9 16.1 11.3 5.5 6.5 13.2
SD(%) NA 16.7 16.2 16.3 13.6 10.8 NA 11.3 9.0 21.4 6.8 9.1 4.6 8.0 8.1 6.3 7.4 7.6 14.3 12.7 17.3 22.6 10.3 7.3 7.1 7.6 7.5 10.6 9.5 9.8 7.2 10.1
TR NA -0.19 -0.15 0.06 0.07 0.15 NA 0.47 0.25 0.14 0.36 -0.81 -1.31 5.32 0.29 6.83 -23.02 11.96 -0.36 -5.59 -2.4 2.39 0.04 1.6 -13.66 12.27 -9.61 -8.52 -0.12 0.33 0.98 -0.12
Alpha(%) NA -0.01 -0.01 -0.01 0.0 0.01 NA 0.02 0.0 -0.01 0.02 -0.03 0.04 0.04 0.0 0.03 0.06 0.05 0.01 0.06 0.09 -0.1 0.0 0.04 0.02 0.05 0.08 -0.02 0.0 0.01 0.02 -0.01
Beta(%) NA 0.65 0.65 0.61 0.54 0.41 NA 0.11 0.62 0.59 0.51 0.09 -0.06 0.02 -0.03 0.01 -0.01 0.01 -0.06 -0.03 -0.08 -0.09 -0.08 0.07 0.0 0.01 -0.02 0.01 0.03 0.07 0.05 0.05
RS NA 0.92 0.92 0.91 0.75 0.45 NA 0.04 0.81 0.92 0.88 0.03 0.01 0.0 0.0 0.0 0.0 0.0 0.01 0.0 0.02 0.03 0.02 0.01 0.0 0.0 0.0 0.0 0.01 0.03 0.02 0.01
SR NA -1.0 -0.81 0.32 0.36 0.75 NA 0.64 2.52 0.48 4.01 -1.05 2.63 1.69 -0.13 2.09 2.8 2.38 0.21 1.68 1.71 -1.24 -0.04 2.51 0.83 2.42 4.68 -0.84 -0.06 0.34 1.02 -0.07
Yield(%) N/A 1.42 2.04 2.0 1.97 2.21 N/A 3.36 1.88 2.15 2.8 1.8 0.51 3.04 2.52 2.67 2.59 3.05 2.82 2.86 3.63 3.35 3.54 3.55 3.39 3.39 3.76 4.03 5.03 6.6 6.47 3.84

*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/28/1998

Commission Fee ($ per transaction)      Long Term Tax Rate (%)
Short Term Tax Rate (%)      Monthly Withdraw ($)
Monthly Deposit ($)      Tax on Withdraw (%)
Initial Amount ($)      Estimation Method
The start date of the charts is 05/28/1998 when all charts have data
Strategies
Asset Allocation Strategy    Rebalance for Static Portfolios

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