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Coffeehouse Pro Portfolio

The investment seeks to provide a high level of income and moderate long-term capital appreciation by tracking the performance of the MSCI US Investable Market Real Estate 25/50 Index that measures the performance of publicly traded equity REITs and other real estate-related investments. The advisor attempts to track the index by investing all, or substantially all, of its assets-either directly or indirectly through a wholly owned subsidiary, which is itself a registered investment company-in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.

🔓 Your Investment Profile

Moderate

8%
9%

Moderate investors are comfortable with mild fluctuations in their portfolios. They seek some exposure to higher returns while trying to minimize risks.

  • Time horizon: Mid-Term (4 to 6 Years)
  • Risk Tolerance: Medium
  • Focal Asset: High-Yield Stocks
  • Involvement: Somewhat Active

We recommend a high-yield, high-quality stock portfolio mixed with a diversified group of bonds.

Ultimate Saver

3%
2%

These investors are generally focused on minimizing risks, rather than maximizing returns. They tend to choose assets with very low volatility.

  • Time horizon: Short-Term (0 to 1 Years)
  • Risk Tolerance: Extremely Low
  • Focal Asset: Government Bonds or Cash
  • Involvement: Passive

We recommend a low growth, low volatility strategy. Load up on Short-Term Government Bonds and allocate as little as possible to stocks. However, some small percentage allocated to high-yield stocks can be beneficial in certain cases.

Saver

4.5%
3%

Savers like to allocate most of their capital to very safe, low-volatility assets in order to reduce risks.

  • Time horizon: Mid/Short-Term (1 to 2 Years)
  • Risk Tolerance: Very Low
  • Focal Asset: investment-Grade Bonds
  • Involvement: Passive

We recommend a mix of Short-Term Goverment Bonds and investment-Grade Corporate Bonds. Allocating a small percentage of the capital to high-yield stocks and safe haven assets.

Conservative

6%
5%

A conservative investor is not fond of taking high risks and will prefer to preserve the initial investment over achieving high returns.

  • Time horizon: Mid/Short-Term (2 to 4 Years)
  • Risk Tolerance: Low
  • Focal Asset: Bonds
  • Involvement: Passive

We recommend an alloation dominated by a diversified array of bonds, and some percentage allocated to high-yield stocks.

Moderately Conservative

7%
7%

This type of investor typically seeks low-risk investments with high-yields.

  • Time horizon: Mid-Term (3 to 5 Years)
  • Risk Tolerance: Mid/Low
  • Focal Asset: Bonds & High-Yield Stocks
  • Involvement: Passive

We recommend a high-yield, low-ish growth strategy. A slight overweight on Corporate Bonds and Mid/Long-Term Gov. Bonds, but a healthy percentage of high-yield stocks and safe-haven assets.

Moderate

8%
9%

Moderate investors are comfortable with mild fluctuations in their portfolios. They seek some exposure to higher returns while trying to minimize risks.

  • Time horizon: Mid-Term (4 to 6 Years)
  • Risk Tolerance: Medium
  • Focal Asset: High-Yield Stocks
  • Involvement: Somewhat Active

We recommend a high-yield, high-quality stock portfolio mixed with a diversified group of bonds.

Controlled Growth

9.5%
12%

These investors like to see good, steady returns and to keep an eye on volatility.

  • Time horizon: Mid/Long-Term (5 to 7 Years)
  • Risk Tolerance: Mid/High
  • Focal Asset: Stocks
  • Involvement: Somewhat Active

We recommend a growth strategy with a diversified mix of value and growth stocks and a portion to bonds and safe-haven assets to stabilize your portfolio.

Growth

11%
14%

This type of investor typically seeks investments that offer high returns and are comfortable with a good amount of risk.

  • Time horizon: Long-Term (6 to 8 Years)
  • Risk Tolerance: High/Mid
  • Focal Asset: Growth Stocks
  • Involvement: Active

We recommend a high growth strategy. Overweight growth stocks and allocate a small portion to bonds or gold to stabilize your portfolio.

Aggressive

13%
17%

The aggressive investor tries to maximize returns and can stomach high fluctuations in the markets.

  • Time horizon: Long-Term (8 to 10 Years)
  • Risk Tolerance: High
  • Focal Asset: Stocks
  • Involvement: Very Active

We recommend an aggressive growth strategy. Overweight growth and tech stocks and reduce, but don't eliminate the allocation to bonds or gold to control volatile.

Risk-Taker

15%
20%

This type of investor typically seeks investments with a high-return prospect, but has the risk tolerance to handle volatile markets.

  • Time horizon: Mid/Long-Term (5 to 10 Years)
  • Risk Tolerance: High
  • Focal Asset: Stocks
  • Involvement: Very Active

We recommend a high growth strategy. Overweight growth stocks and allocate a small portion to bonds or gold to stabilize your portfolio.

Ultimate Risk-Taker

18%
24%

This type of investor looks for the highest returns with little to no regard for risk.

  • Time horizon: Long-Term (8 to 20 Years)
  • Risk Tolerance: Extremely High
  • Focal Asset: Growth Stocks & Commodities
  • Involvement: Extremely Active

We recommend a 100% high-growth stock portfolio. Focus on high-return sectors and actively try to time your investments.

Pro Portfolio Report

2 Allocation

2.1 Portfolio Asset Summary

2.2 Portfolio Allocation

2.3 Asset Classes

👨‍💻 Build Your Portfolio

A portfolio is the set of assets in which a person or company invests. There are thousands of assets at your disposal and each one has different characteristics and purposes, which makes creating an investment portfolio quite difficult. Therefore, it is important to have a strategy that fits your investor profile.

>>Discover your investment strategy<<

Steps to Build your Portfolio

Here are the steps to build your portfolio from scratch:

1. Get Your Brokerage Account Ready

>>What is an Investment Broker?<<|>>Top 5 Free Investment Brokers<<

1.1 Pick an Investment Broker

  • For US investors, we recommend Robinhood.com (click for one Free stock)
  • For EU investors, we recommend eToro.com (click for Free signup)

-> They offer 0% commission investing, no or low minimum deposits, a simple and powerful platform, and a wide variety of securities.

1.2 Create the account

  • Follow the broker registration steps. They may ask for the following, among other things:
    • Identification document (ID or Passport)
    • Proof that you live at the address you have indicated
    • Sign and accept certain agreements and legal documents (standard)
  • Submit the account application in their app or on their site.
  • You will receive an email within one business day (may vary) confirming your approval or asking for further information.

1.3 Deposit your investment amount

  • Link up your bank account (don’t worry, it’s totally secure)
  • Deposit the amount of money you want to invest

2. Build your portfolio

Enter this portfolio allocation in the table below:

  1. Enter the amount you want to invest (for example, $ 10,000) in the upper-right cell.
  2. Insert each asset you want your portfolio to include:
    1. Asset name (eg Apple Inc.)
    2. Asset ticker (eg AAPL)
    3. Look up the asset’s ticker on Yahoo! Finance and enter its current share price (eg, $135) in the corresponding box in the Price per Share column.
    4. Enter the desired asset allocation (percentage of your total investment amount you want to allocate towards the asset, eg 30%)
  3. Repeat the previous step for all the assets you wish to invest in the rows below.

Adjust the broker requirements:

  1. Fractional Shares: if your broker allows you to invest in fractional shares (pieces of stocks), select “Yes”, otherwise, select “No”.
  2. Minimum Amount Per Order: insert your broker’s minimum investment amount (eg $50 per order)

Review the final result of your portfolio:

  1. The Number of Shares and Value to Invest columns will show how your portfolio should look according to the Investment Amount and the Allocation you have chosen.
    • The Number of Shares indicates how many shares you can buy of each asset to achieve the desired allocation (eg 10 AAPL shares)
    • Value of Investment shows the money amount to invest (number of shares times the price per share, eg $1,350 value)
  2. The Cash line shows the amount of money that would be leftover when your portfolio is completed.
    • If the cash is positive, you would have some excess cash for future investments.
    • If there is no cash leftover, you would be all invested. 
    • If the cash is negative, you would need that amount of cash to complete your portfolio (at a minimum).

3. Implement your portfolio

3.1 Execute your portfolio in your brokerage account:

  1. Search for each asset:
    • Go to your broker’s searcher
    • Enter the asset ticker
  2. Select the number of shares that our table indicates
  3. Choose the type of order you prefer (eg Market Buy)
  4. Execute the orders by clicking “Buy” or “Submit”

3.2 Rebalance your portfolio:

  1. Review this portfolio report periodically (weekly, monthly, etc.)
  2. Update the asset prices on the above table to match the current asset prices.
  3. Determine how many shares to buy or sell to rebalance your portfolio
    • Updated Number of Shares (table) – Actual Number of Shares (broker) = Number of Shares to buy or sell to rebalance your portfolio
    • Eg 10 shares of AAPL – 12 shares of AAPL = -2 shares -> Need to sell 2 shares of AAPL to rebalance your portfolio
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