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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.

Other information about this portfolio.

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

Asset allocation for coff
AssetHolding [%]
BND
Vanguard Total Bond Market ETF
40
VXUS
Vanguard Total International Stock ETF
10
VNQ
Vanguard Real Estate ETF
10
AVUV
Avantis U.S. Small Cap Value ETF
10
VTV
Vanguard Value ETF
10
SCHA
Schwab US Small-Cap ETF
10
VOO
Vanguard S&P500 ETF
10

Historical Summary

Mean annual return: 5.7

Min annual return: -14.0

Max annual return: 15.5

Table of Annual Returns

YearReturn [%]
202312.7
2022-14.0
202115.5
20208.3

Historical growth

Growth of $1 invested in The Coffeehouse Portfolio

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.