Hedge funds

For some reason, investors are drawn to complicated investing strategies, and over the past twenty years, Hedge funds have been at the top of the “complicated” list.

Hedge funds have traditionally had an aura of “sophistication” about them. A perusal of the daily financial news will highlight comments by some prominent hedge fund manager. Nevertheless, hedge funds have collectively trailed the returns of the Standard & Poor’s 500 Index for eight consecutive years ending 2016.

As this article points out, more and more college endowment funds, realizing that “complicated” means “underperform”, are moving toward the straightforward portfolio principles embraced by the Coffeehouse Investor and Soundmark Wealth Management.

Bill Schultheis
As the author of The Coffeehouse Investor, Bill Schultheis is also a Financial Advisor and Co-founder of Soundmark Wealth Management.

The Three Principles

1. Save for a rainy day.

Develop a long term financial plan.

2. Don’t put all your eggs in one basket.

Diversify in different asset classes.

3. There is no such thing as a free lunch.

Capture the entire return of each basket, or asset class, through low cost index funds.

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THE COFFEEHOUSE INVESTOR BOOK

How to Build Wealth, Ignore Wall Street & Get On With Your Life
by Bill Schultheis

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Who is The Coffeehouse Investor?

This non-commercial web site is for investors across the nation and around the world who recognize and embrace the sophistication of simplicity in their investment portfolios as well as their personal lives.

The Coffeehouse Investor does not provide financial advice - our purpose is to provide creative education for investors who want to build wealth, ignore Wall Street and get on with their lives by making informed, intelligent investment decisions.