The CoffeeHouse Portfolio is a simple seven fund Portfolio which was made popular by Bill Schultheis book. Coffeehouse portfolio is diversified and invests in a broad range of risky assets like Large Blend, Large Value, Small Blend, Small Value, Total International and REIT mutual funds to provide exposure to Equities and REIT and safe assets like Intermediate Bonds.
Investment Performance
Investment Return (?):
10.60%
Volatility (?):
11.05%
Sharpe Ratio:
0.55
Maximum Drawdown:
-20.22%
Coffeehouse Portfolio is a simple portfolio oriented for buy and hold investors which don’t want to actively manage their portfolios. MacroVar offers 200+ Investment Strategies with higher returns, lower risk and losses than the Coffeehouse Portfolio.
Investment’s Fundamental Concept:
Coffeehouse Portfolio is a buy and hold portfolio generating consistent returns with relative low risk. The portfolio is structured to give investors exposure to risky assets like International, Domestic Equities and REITs and risk free assets like Intermediate Bonds. The portfolio’s allocation is shown below:
CoffeHouse Portfolio Performance for the period 1972-2015 is compared with the performance of S&P 500 and is displayed below:
Other Investment Strategy Characteristics:
Investment Type:
Buy & Hold
Investment Risk:
3/5 Average
Backtest Range:
40-50 years
Rebalancing period:
Monthly
Investment Strategy Markets:
Large Blend Mutual Fund Stocks
Large Value Mutual Fund Stocks
Small Blend Mutual Fund Stocks
Small Value Mutual Fund Stocks
Total International Stocks
REIT Mutual Fund
Intermediate Bonds
Large Blend Mutual Fund Stocks
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