Coffeehouse Portfolio

Coffeehouse portfolio is popularized by Bill Schultheis. He mentioned the portfolio in his book, The Coffeehouse Investor.

This lazy portfolio is a buy-and-hold portfolio that contains a healthy allocation to US stocks, international stocks, REIT, and bonds.

Who Is Bill Schultheis?

Bill Schultheis is an author and financial adviser. He is also a bogleheads.org reading list author. He wrote a book which titled

Vanguard Growth ETF (VUG)

Vanguard Growth ETF (VUG) is an index stock ETF (Exchange Traded Fund). This Vanguard ETF invests in US stocks of large cap companies.

This ETF's objective is to provide investment results that, before expenses, correspond the performance of the CRSP US Large Cap Growth Index.. This index fund provides a convenient way to match the performance of many of the nation’s largest growth stocks. Please check with your brokerage for additional commission.

VUG Fund Details

• Fund Inception Date: May 04, 1995
• Ticker Symbol: VUG
• CUSIP: 922908736
• Rank in category (YTD): 56%
• Category: Large Growth
• Yield: 1.30%
• Capital Gains: -
• Expense Ratio: 0.06%
• Total Assets: $ 28.61 billion
• Annual Turnover Rate: 21%