Here is this month’s Coffeehouse Investor Portfolio update. The simulation is set up just like anyone would run it; I simple make the buys and/or sells each month and track it in a Morningstar portfolio.
The Coffeehouse investor portfolio strategy is based off of the book, “The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street, and Get On with Your Life.”
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Coffeehouse Investor Portfolio Strategy Rules-Based Investing
The Coffeehouse Investor Portfolio Strategy portfolio requires the investor to buy index funds across seven different asset classes. These asset classes and the associated ETFs that are held include:
- 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 Investor Portfolio Strategy Investing
As this is a buy and hold strategy, there are no signals or changes to the portfolio in July 2019.
Strategy Tracking & Performance: Coffeehouse Investor Portfolio Strategy
Here is the portfolio tracker and performance chart for the Coffeehouse Investor 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.
Note: When reviewing the performance chart, compare only the Total Return to the Index return. The personal return is inaccurate due to how Morningstar handles cash.
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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