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


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.