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

Stocks

Bonds

Real Assets

 

Notes

1) Countries other than the United States are modeled with local regional data instead of pure domestic data for these assets.  CAN uses USA funds, while GER & UK use EUR funds.

2) The calculations assume that US investors use a World Ex-US fund while investors living in other countries use a World fund including the US.

3) The data is based on USA REITs, but a broad global REIT fund is also a reasonably close alternative if no US fund is available.

Performance

Change the domestic market to translate the portfolio to different home countries