Bill Schultheis’s “Coffeehouse” portfolio

The Coffeehouse Portfolio, created by Bill Schultheis, is a simple, low-cost, and diversified portfolio that individual investors can easily implement. It is designed to provide a balance between equities and bonds, with a 60% allocation to equities and a 40% allocation to bonds.

Here is the asset allocation of the Coffeehouse Portfolio:

ETF: VOO Large Blend10%
ETF: VTV Large Value10%
ETF: VB Small Cap10%
ETF: VBR Small Value10%
ETF: BND Mid Bond40%
Learn more about portfolio asset allocation here

The portfolio aims to diversify investments across different types of stocks, with 40% in U.S. stocks, 20% in REITs and international stocks, and 40% in bonds. The portfolio has returned 4.22% year to date and has a 10-year return CAGR of 6.21% as of August 11, 2023. Please note that past performance is not a guarantee of future returns.

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