Coffeehouse Portfolio

The Coffeehouse Portfolio was designed by Bill Schultheis, a financial adviser and co-founder of Soundmark Wealth Management.  You can read more about it at his website The Coffeehouse Investor, and in his book by the same name.

coffeehouse-portfolio

Asset Allocation

  • 10% Large Cap Blend
  • 10% Large Cap Value
  • 10% Small Cap Blend
  • 10% Small Cap Value
  • 10% International
  • 40% Intermediate Bonds
  • 10% REITs

Performance

Change the home country to translate the portfolio to local assets, currency, and inflation

Click on the asset acronyms for detailed information in each country