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.

Asset Allocation

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


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