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Taylor #10
bob90245 01-22-2006, 6:25 PM | Post #2095485 | 
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You're making it sound like the Coffeehouse could never gain 0.86% on average above it's 3.2% yield. Come on. You don't think that $1M portfolio couldn't make at least a $8600 capital gain on average per year?

However just for the fun if it, I could rearrange the funds so that they'll add up to 4% yield.

15% Large Val (DVY) 3.03%
15% Small Val (VISVX) 2.12%
15% Int'l Val (PID) 3.01%
15% REITs (RYR) 6.44%
40% Bonds (VBMFX) 4.69%

Overall yield is 4.06%, same as CAIBX. I'll dub this the Espresso Portfolio.


bob90245

Originally posted in thread: 2537
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