Rules-Based Strategy Update: Coffeehouse Portfolio Strategy August 2018
I am not a buy and hold investor myself, but I track a couple of buy and hold portfolios here on Robotic Investor. One of them is the Harry Browne’s Permanent Portfolio and the other is the Coffeehouse Portfolio.
This portfolio is based off of the book, “The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street, and Get On with Your Life.” The strategy invests in seven different assets in a 60% equity and 40% fixed income split. This is a diversified portfolio with the only activity required being periodic rebalancing.
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Coffeehouse Portfolio Strategy Rules-Based Investing
The Coffeehouse Portfolio Strategy portfolio requires the investor to buy index funds across seven different asset classes. These asset classes and the associated ETFs are:
- Large Cap – VTI
- Large Cap Value – VTV
- Small-Cap – VB
- Small-Cap Value – VBR
- International – VEU
- REIT – VNQ
- Fixed Income – BND
The specific rules of the strategy are as follows:
- Divide investment capital into 60% equities and 40% fixed income.
- Buy ETFs for each of the seven asset classes in the portfolio.
- Rebalance annually.
Monthly Signals: Coffeehouse Portfolio Strategy Investing
As this is a buy and hold strategy, there are no signals or changes to the portfolio in August 2018.
Strategy Tracking & Performance: Coffeehouse Portfolio Strategy
Here is the portfolio tracker and performance chart for the Coffeehouse Portfolio strategy. I use the Morningstar Portfolio Tracker to track all the systems at Robotic Investing.
Each of the portfolios tracked use a hypothetical $50,000 starting value. This portfolio was started on July 2nd, 2018.
I update all of the strategies at Robotic Investing on a monthly basis. If you want to get notified when each strategy is updated, then please consider subscribing to my newsletter. You will only receive emails when posts have been updated.
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