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.

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Asset Allocation

 

The charts below display the results for the ex-US version of World.  Non-US investors may also be interested in the US-inclusive option available in the calculators.

 

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