Portfolio Design

Oftentimes, investors become fixated on designing the perfect investment portfolio. The truth is that no one knows which portfolio is going to outperform in the future. But it sure is fun to talk about.

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The CoffeeHouse Portfolio

Thinking about the CoffeeHouse Portfolio? Learn about its 60/40 mix with small-value stocks, REITs, and bonds—and why its simplicity may be appealing, even if the allocation is not perfect.

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Become a White Coat Investor

Medical school may not have taught you about money, but we will.

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