The Coffeehouse portfolio is an indexed seven-fund portfolio popularized by financial planner and author Bill Schultheis. The portfolio holds the following asset classes: US large cap stocks US large value stocks US small cap stocks US small cap value stocks…
Daily Archives: January 9, 2018
Core Four portfolios- 2017 update
Core four portfolios are simple indexed portfolios that allocate assets across four asset class mutual or exchange-traded funds. The 2017 performance of the core four portfolio based on Vanguard’s life strategy and target date portfolio allocations, and of Rick Ferri’s…
