ETF Portfolio - Coffeehouse

MarketWatch offers articles on different types of exchange traded fund portfolios. Here is information on Bill Schultheis's Coffeehouse Portfolio from an article in January. Bill Schultheis was a Salomon Smith Barney broker, and author of "The Coffeehouse Investor".

Allocation	Fund	Symbol
40%	Total Bond Market Index	VBMFX
10%	S&P 500 Index	VFINX
10%	Large-Cap Value Index	VIVAX
10%	Small-Cap Index	NAESX
10%	Small-Cap Value Index	VISVX
10%	Total International Stock Index	VGTSX
10%	REIT Index	VGSIX

Why?

• has beaten the S&P 500 4 of the last 5 years
• missed 40% during internet boom, but made 15% annually over S&P 500 from 2000-2002
• hasn't had to be reallocated in last 5 years
• back-tested 10 years showing a 10.8% return
• from January 2000 to January 2005 has shown a 38% return vs -13% return for the S&P 500