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The Coffeehouse Portfolio

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The Coffeehouse portfolio was popularized by Bill Schultheis. The portfolio is 60% equities, within which it is tilted towards the U.S. market, small cap and value stocks. The 40% allocation to bonds may limit growth for long-term holders. Click here for more information.

This portfolio may not reflect the current view of the author.

AssetHolding [%]
BND
Vanguard Total Bond Market ETF
40.0
VXUS
Vanguard Total Intl Stock ETF
10.0
VNQ
Vanguard Real Estate ETF
10.0
AVUV
Avantis U.S. SCV ETF
10.0
VTV
Vanguard Value ETF
10.0
SCHA
Schwab US Small-Cap ETF
10.0
VOO
Vanguard S&P500 ETF
10.0

Historical Summary

Mean annual return: 12.3%

Min annual return: 8.3%

Max annual return: 16.4%

Table of Annual Returns

YearReturn [%]
2020 8.3
2021 16.4

Historical growth

Misc. information

Reasonable portfolio for those interested in a 40% bond holding.


Notes

  • Returns assume dividend reinvestment.
  • Returns assume continuous rebalancing.
  • Vanguard index funds like VTI, VWO, etc. were used where a portfolio calls for US equities, emerging market equities, etc. There are other providers of analogous index funds. Do your own research before selecting an index fund for your portfolio. We do not endorse Vanguard or receive any compensation from them.

Click here for other historical returns.