In my previous posts in this series, I talked about Portfolio Types, TIPS and REITs, and Approximating a Portfolio. Now that we have discussed different types of Asset Allocation and you know about Talking the Talk I want to discuss a more advanced portfolio. This is the Coffeehouse Portfolio, created by Bill Schultheis, also known as The Coffeehouse Investor. Amazon Link (I have no financial relationship with Bill Schultheis or Amazon.) What is a Coffeehouse Portfolio? One of the […]
Investing
It’s Whatever Wednesdays and this will be a short post (for real this time!) to illustrate a simple concept. There ain’t no such thing as a free lunch. (TANSTAAFL) When I was a kid, I knew very little about the world or money. All I knew was that my dad and mom worked very, very hard. We had moved to California when I was three and my dad was a young professor at California State University at […]
Free Lunch
So in my last post, TIPS and REITs I discussed a few alternate portfolio options. I then went on to discuss how because I am part of Thrift Savings Plan, there is no exact approximation for my portfolio of choice which is Taylor Larimore’s Three Fund Lazy Portfolio. However, not everyone will have access to these exact funds. In fact, I would guess the majority of you won’t have these exact funds available to you in […]
Approximating a Portfolio
In my prior post about Portfolio Types, I discussed some popular “lazy portfolios”. However, a few of the portfolios used TIPS and REITs. I wanted to take the time to explain what those are today. Should be a short post today. What is a TIPS? TIPS is an acronym which stands for: Treasury Inflation Protected Securities Essentially, they occupy the same risk class as bonds, but with a few advantages and disadvantages. The major difference is […]
TIPS and REITs
Hi guys, today will be a short post about Portfolio Types. Today I’m going to focus on “Lazy Portfolios” which are popularized by Bogleheads. I am pretty much cutting and pasting this from the Bogleheads wiki, but I will clean up this post to make it look better later, with my commentary. Today is school field trip day with my daughter so I just wanted to get this posted before I take her to the […]
Portfolio Types
My prior posts were about Buying a House and Closing Costs. Also, there was one about awhile back about The House Buying Itch – Medical Student Edition. There was a comment from Fred that says: “So, let’s say that you came across this blog a little too late. You are a first year attending (entering second year) and bought a house and you realize the position you are in isn’t right for you. How do you […]