A Winning Portfolio?

Let me introduce you to The Coffeehouse Investor portfolio.

Is it a winner? I will let you decide. 

Before that, a quick primer on diversification . . .  

You diversify your portfolio between stocks and bonds to protect yourself on the downside.

You diversify your portfolio within stocks to protect yourself on the upside. 

Look at your portfolio – are you focused on the large cap stocks of the S&P 500 Index? 

That is one dimension of the market that went nowhere from 2000 to 2009. The last thing you want to own are stocks that go nowhere for 10 years or more.

Are you overweighted in that one dimension of the market? 

Maybe it is time to consider a Coffeehouse Investor portfolio that diversifies in all dimensions of the market.

Learn more here. 

Let's connect and build a portfolio that works.