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Static Portfolio
The Coffee House Lazy Portfolio ETFs
The Coffee House Lazy Portfolio ETFs (Static Portfolio)
live (public) 0.39% April 26
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
Holdings (As of 04/26/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Bonds | BND (Vanguard Total Bond Market Index Fund ETF Shares) | 0.23% | 25.74% |
REIT | VNQ (Vanguard Real Estate Index Fund ETF Shares) | 0.05% | 8.91% |
Intl-Stocks | VEU (Vanguard FTSE All-World ex-US Index Fund ETF Shares) | 0.79% | 9.14% |
Large-Cap | VTI (Vanguard Total Stock Market Index Fund ETF Shares) | 0.93% | 16.69% |
Value-Stocks | VTV (Vanguard Value Index Fund ETF Shares) | 0.06% | 14.72% |
Small-Stocks | VB (Vanguard Small-Cap Index Fund ETF Shares) | 0.54% | 12.47% |
Small-Value | VBR (Vanguard Small-Cap Value Index Fund ETF Shares) | 0.37% | 12.33% |
* Day change on 04/26/2024.
Performance (As of 04/26/2024)
Since 04/11/2007
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
The Coffee House Lazy Portfolio ETFs | 1.5% | 13.1% | 1.4% | 6.0% | 5.9% | 8.5% |
VFINX (Vanguard (S&P 500) Index) | 7.3% | 27.5% | 8.3% | 13.5% | 12.6% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.0% | 14.4% | 2.6% | 7.7% | 7.7% | 9.6% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/11/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | 1.5 | 13.1 | 1.4 | 6.0 | 5.9 | 8.5 | 5.9 | 13.3 | -14.6 | 16.3 | 9.1 | 19.8 | -6.3 | 9.5 | 10.1 | -0.8 | 9.0 | 13.8 | 11.3 | 2.1 | 15.6 | 21.0 | -19.3 | 0.1 |
Sharpe Ratio | NA | 0.04 | 0.9 | -0.07 | 0.3 | 0.42 | NA | 0.4 | 0.83 | -0.94 | 1.69 | 0.38 | 2.63 | -0.82 | 1.95 | 1.2 | -0.1 | 1.38 | 1.78 | 1.47 | 0.14 | 1.26 | 1.11 | -0.87 | -0.35 |
Draw Down(%) | NA | 5.2 | 10.4 | 21.0 | 26.2 | 26.2 | NA | 34.9 | 10.4 | 20.9 | 4.9 | 26.2 | 3.4 | 12.2 | 2.1 | 5.9 | 7.8 | 4.6 | 6.4 | 5.7 | 12.5 | 8.7 | 17.2 | 32.8 | 3.5 |
Standard Deviation(%) | NA | 9.7 | 10.3 | 12.8 | 14.8 | 11.7 | NA | 12.8 | 10.9 | 16.9 | 9.7 | 23.1 | 7.0 | 9.2 | 4.5 | 8.2 | 8.4 | 6.5 | 7.7 | 7.7 | 14.3 | 12.3 | 18.8 | 23.2 | 5.6 |
Treynor Ratio | NA | 0.01 | 0.13 | -0.01 | 0.07 | 0.1 | NA | 0.27 | 0.12 | -0.24 | 0.24 | 0.14 | 0.35 | -0.85 | -1.58 | 15.05 | 0.24 | 8.57 | -7.89 | 7.91 | -0.32 | -7.26 | -2.56 | 3.47 | 0.39 |
Alpha | NA | -0.04 | -0.02 | -0.02 | -0.01 | 0.0 | NA | 0.02 | -0.02 | -0.01 | 0.0 | -0.01 | 0.02 | -0.03 | 0.04 | 0.04 | 0.0 | 0.03 | 0.05 | 0.04 | 0.01 | 0.06 | 0.09 | -0.09 | -0.01 |
Beta | NA | 0.67 | 0.73 | 0.68 | 0.65 | 0.48 | NA | 0.19 | 0.73 | 0.67 | 0.67 | 0.63 | 0.52 | 0.09 | -0.06 | 0.01 | -0.03 | 0.01 | -0.02 | 0.01 | -0.07 | -0.02 | -0.08 | -0.06 | -0.05 |
RSquared | NA | 0.64 | 0.69 | 0.86 | 0.87 | 0.53 | NA | 0.09 | 0.77 | 0.92 | 0.82 | 0.9 | 0.88 | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.02 |
Sortino Ratio | NA | 0.05 | 1.34 | -0.09 | 0.4 | 0.56 | NA | 0.55 | 1.24 | -1.28 | 2.47 | 0.49 | 3.9 | -1.04 | 2.96 | 1.71 | -0.13 | 1.96 | 2.56 | 2.23 | 0.2 | 1.83 | 1.62 | -1.16 | -0.46 |
Yield(%) | N/A | 1.15 | 3.44 | 2.6 | 2.84 | 2.55 | N/A | 2.54 | 2.82 | 2.04 | 2.98 | 2.59 | 2.91 | 1.86 | 0.87 | 3.3 | 2.53 | 2.79 | 1.96 | 2.76 | 2.64 | 3.12 | 3.13 | 2.58 | 1.16 |
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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/11/2007
Strategies
Asset Allocation Strategy | Rebalance for Static Portfolios |