I don't precisely do coffeehouse allocations since I'm stuck with a certain amount of company stock (4% matching funds go into company stock) and my home in lieu of REITS. I am also heavily weighted in S&P500 - but ready to reallocate in the next coming months.
I am surprised by coffeehouse's editorial comment:
It is almost is as if I didn't need to work the last 5 years since my large contributions overall along with my portfolio perfromance is about equal to this rate of return! But then again I'm not including my house which is probably the big gainer equivalent to REITS.
Wish I was more FIRE educated 5 years ago. Now I just gotta get my mind set to re-distruibute my heavily weight S&P 500 - maybe nows a good time at its 4 year high.
I am surprised by coffeehouse's editorial comment:
From a financial standpoint, it is gratifying to see the profound impact that our philosophy has had on investors’ lives. While Wall Street’s beloved blue chip stocks are still under water for the five year period ending June 30, 2005, our simple, seven-index fund Coffeehouse portfolio that includes a healthy 40 percent allocation to bonds, has generated an annualized return of 7.6 percent during the same period – and with significantly less volatility to boot.
It is almost is as if I didn't need to work the last 5 years since my large contributions overall along with my portfolio perfromance is about equal to this rate of return! But then again I'm not including my house which is probably the big gainer equivalent to REITS.
Wish I was more FIRE educated 5 years ago. Now I just gotta get my mind set to re-distruibute my heavily weight S&P 500 - maybe nows a good time at its 4 year high.