Coffeehouse Portfolio

Seven-fund diversified allocation across stocks, value, real estate, and bonds.

• Type: Fixed
• Frequency: annually
• Asset classes: US Equity, International Equity, REITs, Bonds
• Backtest window: 2011-01-28 to 2026-08-06

1Y

15.2%

3Y

38.1%

CAGR

6.6%

Max DD

-17.2%

Sharpe

0.29

Methodology

• Allocate 40% BND and 10% each to VTI/VTV/IWM/VBR/VXUS/VNQ.

Source: Schultheis, B. (1998). The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street, and Get On with Your Life.

Headline backtest performance as of 2026-08-06.

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