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Static Portfolio
The Coffee House Lazy Portfolio Index Funds
The Coffee House Lazy Portfolio Index Funds (Static Portfolio)
live (public) 0.92% May 02
Buy and Hold (Annually Reblance)
Bond VBMFX 40%
Small-Value VISVX 10%
REIT VGSIX 10%
Intl-Stocks VGTSX 10%
Large-Cap VFINX 10%
Value-Stocks VIVAX 10%
Small-Stocks NAESX 10%
Simulated from 5/28/1998
Holdings (As of 05/02/2024)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Bond | VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) | 0.43% | 26.22% |
| Small-Value | VISVX (VANGUARD SMALL-CAP VALUE INDEX FUND INVESTOR SHARES) | 1.22% | 12.29% |
| REIT | VGSIX (VANGUARD REIT INDEX FUND INVESTOR SHARES) | 1.36% | 8.74% |
| Intl-Stocks | VGTSX (VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND INVESTOR SHARES) | 1.64% | 9.03% |
| Large-Cap | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 0.91% | 17.34% |
| Value-Stocks | VIVAX (VANGUARD VALUE INDEX FUND INVESTOR SHARES) | 0.51% | 14.04% |
| Small-Stocks | NAESX (VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES) | 1.30% | 12.34% |
* Day change on 05/02/2024.
Previous
Performance (As of 05/02/2024)
Since 05/28/1998
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| The Coffee House Lazy Portfolio Index Funds | 1.0% | 12.0% | 1.5% | 5.7% | 5.6% | 8.3% |
| VFINX (Vanguard (S&P 500) Index) | 6.6% | 24.7% | 8.1% | 13.4% | 12.4% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 1.8% | 12.7% | 2.1% | 7.4% | 7.6% | 9.6% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/28/1998 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | 1.0 | 12.0 | 1.5 | 5.7 | 5.6 | 8.3 | 6.8 | 6.5 | 13.6 | -14.5 | 15.5 | 8.3 | 19.7 | -6.2 | 9.1 | 9.6 | -0.7 | 9.1 | 14.5 | 11.9 | 2.2 | 15.0 | 20.5 | -20.3 | 2.7 | 15.2 | 6.2 | 13.9 | 23.0 | -5.3 | 1.9 | 6.4 | 8.2 | 1.3 |
| Sharpe Ratio | NA | -0.02 | 0.82 | -0.07 | 0.3 | 0.41 | NA | NA | 0.46 | 0.88 | -0.97 | 1.73 | 0.38 | 2.69 | -0.83 | 1.83 | 1.19 | -0.09 | 1.45 | 1.95 | 1.57 | 0.15 | 1.17 | 1.18 | -0.94 | -0.03 | 1.63 | 0.57 | 1.7 | 2.96 | -0.6 | -0.04 | 0.23 | 0.69 | -0.06 |
| Draw Down(%) | NA | 5.2 | 10.4 | 20.9 | 25.8 | 25.8 | NA | NA | 35.5 | 10.4 | 20.9 | 4.5 | 25.8 | 3.3 | 12.1 | 2.0 | 5.7 | 7.8 | 4.6 | 6.3 | 5.4 | 12.6 | 9.4 | 16.5 | 31.8 | 7.0 | 5.6 | 4.5 | 7.7 | 5.9 | 16.1 | 11.3 | 5.5 | 6.5 | 13.2 |
| Standard Deviation(%) | NA | 9.7 | 10.1 | 12.4 | 14.0 | 11.2 | NA | NA | 11.3 | 10.6 | 16.4 | 9.0 | 21.4 | 6.8 | 9.1 | 4.6 | 8.0 | 8.1 | 6.3 | 7.4 | 7.6 | 14.3 | 12.7 | 17.3 | 22.6 | 10.3 | 7.3 | 7.1 | 7.6 | 7.5 | 10.6 | 9.5 | 9.8 | 7.2 | 10.1 |
| Treynor Ratio | NA | 0.0 | 0.11 | -0.01 | 0.07 | 0.1 | NA | NA | 0.41 | 0.13 | -0.24 | 0.25 | 0.14 | 0.36 | -0.81 | -1.31 | 5.32 | 0.29 | 6.83 | -23.02 | 11.96 | -0.36 | -5.59 | -2.4 | 2.39 | 0.04 | 1.6 | -13.66 | 12.27 | -9.61 | -8.52 | -0.12 | 0.33 | 0.98 | -0.12 |
| Alpha | NA | -0.04 | -0.02 | -0.01 | -0.01 | 0.0 | NA | NA | 0.02 | -0.02 | -0.01 | 0.0 | -0.01 | 0.02 | -0.03 | 0.04 | 0.04 | 0.0 | 0.03 | 0.06 | 0.05 | 0.01 | 0.06 | 0.09 | -0.1 | 0.0 | 0.04 | 0.02 | 0.05 | 0.08 | -0.02 | 0.0 | 0.01 | 0.02 | -0.01 |
| Beta | NA | 0.68 | 0.72 | 0.66 | 0.62 | 0.46 | NA | NA | 0.13 | 0.72 | 0.65 | 0.62 | 0.59 | 0.51 | 0.09 | -0.06 | 0.02 | -0.03 | 0.01 | -0.01 | 0.01 | -0.06 | -0.03 | -0.08 | -0.09 | -0.08 | 0.07 | 0.0 | 0.01 | -0.02 | 0.01 | 0.03 | 0.07 | 0.05 | 0.05 |
| RSquared | NA | 0.68 | 0.7 | 0.86 | 0.88 | 0.53 | NA | NA | 0.05 | 0.78 | 0.92 | 0.81 | 0.92 | 0.88 | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.03 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.03 | 0.02 | 0.01 |
| Sortino Ratio | NA | -0.03 | 1.21 | -0.09 | 0.4 | 0.55 | NA | NA | 0.63 | 1.33 | -1.31 | 2.52 | 0.48 | 4.01 | -1.05 | 2.63 | 1.69 | -0.13 | 2.09 | 2.8 | 2.38 | 0.21 | 1.68 | 1.71 | -1.24 | -0.04 | 2.51 | 0.83 | 2.42 | 4.68 | -0.84 | -0.06 | 0.34 | 1.02 | -0.07 |
| Yield(%) | N/A | 0.82 | 3.05 | 2.33 | 2.36 | 2.23 | N/A | N/A | 3.39 | 2.69 | 1.94 | 1.88 | 2.15 | 2.8 | 1.8 | 0.51 | 3.04 | 2.52 | 2.67 | 2.59 | 3.05 | 2.82 | 2.86 | 3.63 | 3.35 | 3.54 | 3.55 | 3.39 | 3.39 | 3.76 | 4.03 | 5.03 | 6.6 | 6.47 | 3.84 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/28/1998
Strategies
| Asset Allocation Strategy | Rebalance for Static Portfolios |
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