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Coffeehouse Investor Portfolio

Longtime readers know that I don’t talk much about portfolio things, because once you have established a tax-efficient “Coffeehouse Investor” type portfolio that matches your risk profile, there is not a lot of tinkering that needs to be done.

This benefits you in three ways:

  1. You know you are maximizing returns in your portfolio’s respective asset classes. 
  2.  Turning away from portfolio details allows you the emotional freedom to focus on financial planning issues that actually matter.
  3.  Most importantly, a “Coffeehouse Investor” portfolio allows you to get on with your life, confident that your portfolio and your plan are in order. 

But wait! If you are a new subscriber to this newsletter, you might be scratching your head, asking yourself, “What the heck is a ‘Coffeehouse Investor” portfolio anyway?”

Over the next month, we will embark on a journey reviewing the essential components of a Coffeehouse Investor portfolio. We will discuss things like standard deviations, Monte Carlo’s, and risk-adjusted returns. We will explore things like “factor-loading,” sequence of returns risk, and why some of Wall Street’s terms used in portfolio construction don’t make much sense to you, because, well, they just don’t make sense – period.

Buckle up and stay tuned. I think you will enjoy the ride.

Markets are Efficient, if Not Always Rational.

When you embrace the Coffeehouse Investor philosophy, you can focus your attention on financial planning issues that matter most when securing your savings to last throughout your retirement. Unsure how to do that? Let's connect in a complimentary strategy call and get you planning for the long term.