Overview

Majesty of Simplicity - Con

Stocks

Low risk

John Bogle started Vanguard and revolutionized the investment world, and this three fund portfolio was called name "The Majesty of Simplicity" by Bogle himself. It uses three ETFs - a Bond ETF a US Domestic Stock ETF and a Foreign Stock ETF - to construct a well diversified portfolio in a dead simple manner.

Top Holdings

Company Logo
Company Logo
Company Logo

3 Securities

Min. Investment
$30
Dividend Yield
3.45%
Expense Ratio
0.03%

Past Performance

Period From - To

Simulated Investment

Slippage (bps)

Rebalance Frequency

Generated using historical backtest simulation

Our interactive backtest tools is not reflective of actual live performance and these returns are hypothetical. Actual costs resulting from live trading may differ significantly, and backtest pricing data is not indicative realtime pricing data. Past performance is not an indicator of future performance. Learn more about how backtests work on Double here

Exposure

Treasury Note

33.82%

Bond

31.64%

Corporate

7.34%

Information Technology

6.55%

Equity

5.02%

Financials

3.32%

Consumer Discretionary

2.31%

Health Care

2.29%

Communication Services

2.01%

Industrials

1.86%

Consumer Staples

1.24%

Energy

0.79%

Materials

0.54%

Utilities

0.52%

Real Estate

0.47%

Government Bond

0.17%

Municipal Bond

0.10%

Mutual Fund

0.01%

Common Stock

<0.01%

Warrant

0.00%

Similar Strategies

Majesty of Simplicity - Mod

Stocks

Medium risk

$1,000

Majesty of Simplicity - Mod

John Bogle started Vanguard and revolutionized the investment world, and this three fund portfolio was called name "The Majesty of Simplicity" by Bogle himself. It uses three ETFs - a Bond ETF a US Domestic Stock ETF and a Foreign Stock ETF - to construct a well diversified portfolio in a dead simple manner.

Top Holdings

Vanguard Group, Inc. - Vanguard S&P 500 ETF logo
Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo
Vanguard Group, Inc. - Vanguard Total International Stock ETF logo

Bktd. Return

+8.43%

Expense Ratio

0.03%

Holdings

3

Bill Schultheis's "Coffeehouse"

Stocks

Low risk

$1,000

Bill Schultheis's "Coffeehouse"

Bill Schultheis made this simple seven-fund portfolio popular in his book The Coffeehouse Investor. He advocates 40% in a total market bond fund and 10% each in various stock funds. You can find more information at The Coffeehouse Investor.

Top Holdings

Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo
Vanguard Group, Inc. - Vanguard Small Cap ETF logo
Vanguard Group, Inc. - Vanguard Small Cap Value ETF logo
Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF logo
Vanguard Group, Inc. - Vanguard S&P 500 ETF logo

Bktd. Return

+7.18%

Expense Ratio

0.05%

Holdings

7

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¹ Data as of July 2024.

² Availability of tax loss harvesting depends on portfolio diversity.

³ As of November 8, 2024. The optional Cash Sweep program takes the cash sitting in your brokerage account and moves it to an FDIC-insured interest-earning deposit account. The current yield is 1.0%, rates subject to change at any time. The cash sweep program is made available in coordination with Apex Clearing Corporation. Please read the Important Disclosures for more information.

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