Bill Schultheis Coffee House Portfolio: ETF allocation and returns

Last Update: 31 January 2020

The Bill Schultheis Coffee House Portfolio is exposed for 60% on the Stock Market.

It's a High Risk portfolio and it can be replicated with 7 ETFs.

In the last 10 years, the portfolio obtained a 8.7% compound annual return, with a 7.79% standard deviation.

Asset Allocation and ETFs

The Bill Schultheis Coffee House Portfolio has the following asset allocation:

        60% Stocks
      
        40% Fixed Income
      
        0% Commodities

The Bill Schultheis Coffee House Portfolio can be replicated with the following ETFs:

Weight	Ticker	ETF Name	Investment Themes
10.00 %	IJR	iShares Core S&P Small-Cap	Equity, U.S., Small Cap
10.00 %	IJS	iShares S&P Small-Cap 600 Value	Equity, U.S., Small Cap, Value
10.00 %	VTV	Vanguard Value	Equity, U.S., Large Cap, Value
10.00 %	VEU	Vanguard FTSE All-World ex-US	Equity, Global ex-US, Large Cap
10.00 %	VNQ	Vanguard Real Estate	Real Estate, U.S.
10.00 %	VV	Vanguard Large-Cap	Equity, U.S., Large Cap
40.00 %	BND	Vanguard Total Bond Market	Bond, U.S., All-Term

Historical Returns

Bill Schultheis Coffee House Portfolio - Historical returns and stats.

Returns, capital growth, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at every January 1st).

BILL SCHULTHEIS COFFEE HOUSE PORTFOLIO

Last Update: 31 January 2020

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Period	Returns Jan 2020	Standard Deviation *	Max Drawdown	Months Pos - Neg
1M	-0.68%		-0.68% Jan 2020 - Jan 2020	0 - 1
3M	+2.24%		-0.68% Jan 2020 - Jan 2020	2 - 1
6M	+5.14%		-0.68% Jan 2020 - Jan 2020	4 - 2
YTD	-0.68%		-0.68% Jan 2020 - Jan 2020	0 - 1
1Y	+11.30%	5.86%	-3.17% May 2019 - May 2019	9 - 3
3Y	+7.36% annualized	7.25%	-8.99% Sep 2018 - Dec 2018	27 - 9
5Y	+6.47% annualized	7.11%	-8.99% Sep 2018 - Dec 2018	43 - 17
10Y	+8.70% annualized	7.79%	-10.65% May 2011 - Sep 2011	85 - 35
MAX 01 Jan 1994	+8.02% annualized	8.91%	-33.93% Nov 2007 - Feb 2009	218 - 95

* Annualized St.Dev. of monthly returns

Best High Risk Porftolios, ordered by 10Y annualized return.

Portfolio	10Y Return ▾	#ETF	Stocks	Bonds
Simple Path to Wealth JL Collins	+11.40%	2	75	25
Talmud Portfolio Roger Gibson	+10.25%	3	66.67	33.33
Stocks/Bonds 60/40	+9.90%	2	60	40
Yale Endowment David Swensen	+9.79%	6	70	30
Edge Select Moderately Aggressive Merrill Lynch	+9.02%	12	69	31

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Worst drawdowns since January 2010.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-10.65%	May 2011	Sep 2011	5	Jan 2012	4	9
-8.99%	Sep 2018	Dec 2018	4	Apr 2019	4	8
-7.05%	May 2010	Jun 2010	2	Sep 2010	3	5
-5.62%	Apr 2015	Sep 2015	6	Apr 2016	7	13
-3.93%	May 2012	May 2012	1	Aug 2012	3	4
-3.33%	Feb 2018	Feb 2018	1	Jul 2018	5	6
-3.17%	May 2019	May 2019	1	Jun 2019	1	2
-2.75%	Sep 2014	Sep 2014	1	Oct 2014	1	2
-2.56%	Aug 2013	Aug 2013	1	Sep 2013	1	2
-2.27%	Oct 2016	Oct 2016	1	Dec 2016	2	3
-1.72%	May 2013	Jun 2013	2	Jul 2013	1	3
-1.55%	Jul 2014	Jul 2014	1	Aug 2014	1	2
-0.96%	Jan 2014	Jan 2014	1	Feb 2014	1	2
-0.72%	Oct 2012	Oct 2012	1	Dec 2012	2	3
-0.68%	Jan 2020	Jan 2020	1	in progress	0	1
-0.28%	Aug 2019	Aug 2019	1	Sep 2019	1	2
-0.28%	Nov 2010	Nov 2010	1	Dec 2010	1	2
-0.14%	Aug 2017	Aug 2017	1	Sep 2017	1	2
-0.12%	Aug 2016	Aug 2016	1	Sep 2016	1	2
-0.11%	Mar 2017	Mar 2017	1	Apr 2017	1	2

Worst drawdowns since December 1993.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-33.93%	Nov 2007	Feb 2009	16	Oct 2010	20	36
-11.31%	May 2002	Sep 2002	5	Jun 2003	9	14
-10.79%	May 1998	Aug 1998	4	Dec 1998	4	8
-10.65%	May 2011	Sep 2011	5	Jan 2012	4	9
-8.99%	Sep 2018	Dec 2018	4	Apr 2019	4	8
-6.89%	Feb 2001	Sep 2001	8	Mar 2002	6	14
-5.85%	Feb 1994	Nov 1994	10	Mar 1995	4	14
-5.62%	Apr 2015	Sep 2015	6	Apr 2016	7	13
-4.25%	Jun 2007	Jul 2007	2	Oct 2007	3	5
-4.05%	Apr 2004	Apr 2004	1	Sep 2004	5	6
-3.93%	May 2012	May 2012	1	Aug 2012	3	4
-3.83%	Sep 2000	Nov 2000	3	Dec 2000	1	4
-3.33%	Feb 2018	Feb 2018	1	Jul 2018	5	6
-3.23%	Feb 1999	Feb 1999	1	Apr 1999	2	3
-3.21%	Jul 1999	Sep 1999	3	Dec 1999	3	6
-3.17%	May 2019	May 2019	1	Jun 2019	1	2
-2.75%	Sep 2014	Sep 2014	1	Oct 2014	1	2
-2.62%	Jul 1996	Jul 1996	1	Sep 1996	2	3
-2.56%	Aug 2013	Aug 2013	1	Sep 2013	1	2
-2.29%	May 2006	May 2006	1	Aug 2006	3	4

Rolling Returns

Bill Schultheis Coffee House Portfolio: annualized rolling and average returns

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	*Return ()**			Negative Periods
Rolling Period	Average	Best	Worst	Negative Periods
1 Year	+8.59%	+39.85% Mar 2009 - Feb 2010	-28.44% Mar 2008 - Feb 2009	15.56%
2 Years	+8.35%	+28.53% Mar 2009 - Feb 2011	-16.54% Mar 2007 - Feb 2009	8.97%
3 Years	+8.21%	+20.12% Mar 2009 - Feb 2012	-7.87% Mar 2006 - Feb 2009	7.19%
5 Years	+7.85%	+16.60% Mar 2009 - Feb 2014	-0.95% Mar 2004 - Feb 2009	0.79%
7 Years	+7.72%	+12.23% Apr 2009 - Mar 2016	+2.08% Mar 2002 - Feb 2009	0.00%
10 Years	+7.63%	+11.15% Mar 2009 - Feb 2019	+3.45% Mar 1999 - Feb 2009	0.00%
15 Years	+7.45%	+8.74% Feb 2003 - Jan 2018	+5.82% Mar 1994 - Feb 2009	0.00%

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

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		Months
Year	Return	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2020	-0.68%	-0.7
2019	+18.99%	6.2	1.7	0.7	1.9	-3.2	4.2	0.6	-0.3	1.7	1.4	1.3	1.7
2018	-5.19%	1.1	-3.3	0.4	0.2	2.0	0.5	1.8	1.7	-1.0	-4.9	1.6	-4.9
2017	+11.02%	0.5	1.8	-0.1	0.8	0.3	1.1	1.2	-0.1	2.1	0.7	1.7	0.6
2016	+11.04%	-2.6	0.4	5.2	0.7	0.6	1.7	2.8	-0.1	0.1	-2.3	2.3	2.0
2015	-0.91%	0.1	1.9	0.2	-0.5	0.1	-1.5	0.8	-3.7	-1.0	4.0	0.2	-1.4
2014	+8.90%	-1.0	3.0	0.6	0.5	1.3	1.6	-1.6	2.5	-2.8	3.1	1.1	0.4
2013	+15.45%	2.6	0.8	2.0	1.9	-0.3	-1.4	3.3	-2.6	3.5	2.9	1.1	0.8
2012	+11.51%	3.9	1.7	1.5	0.0	-3.9	3.0	0.8	1.5	1.3	-0.7	0.6	1.6
2011	+2.80%	0.9	2.5	0.3	2.7	-0.2	-1.4	-0.6	-3.5	-5.4	7.2	-0.6	1.4
2010	+14.67%	-1.8	2.2	4.4	2.6	-4.5	-2.7	4.9	-2.2	5.1	2.5	-0.3	4.1
2009	+17.77%	-8.4	-7.7	4.6	9.3	3.6	-0.1	6.3	3.6	3.4	-2.4	3.5	2.4
2008	-18.65%	-2.4	-1.5	0.8	2.6	0.6	-5.2	0.3	1.3	-3.9	-13.5	-3.9	5.7
2007	+2.67%	1.6	-0.2	0.6	1.9	1.6	-1.8	-2.5	1.7	2.3	1.7	-3.0	-1.0
2006	+15.13%	3.7	0.4	1.8	0.4	-2.3	0.6	0.6	2.1	1.2	3.1	2.3	0.4
2005	+6.39%	-1.8	1.6	-1.5	-0.6	2.6	1.7	2.5	-0.2	0.5	-2.1	2.6	0.8
2004	+13.96%	1.8	1.6	1.0	-4.1	1.2	2.3	-1.5	1.8	1.5	1.8	3.6	2.4
2003	+23.09%	-1.9	-0.7	0.1	5.1	4.9	1.3	0.9	2.0	0.8	3.5	1.9	3.2
2002	-4.97%	-0.3	0.1	3.1	0.4	-0.3	-2.3	-6.0	0.9	-3.9	1.5	3.0	-0.8
2001	+2.01%	2.9	-3.2	-2.3	3.6	0.9	0.4	0.1	-0.8	-5.5	1.8	2.8	1.7
2000	+7.25%	-2.1	1.9	2.7	-1.0	-1.1	2.6	0.8	2.7	-0.7	-0.8	-2.5	4.7
1999	+8.30%	0.6	-3.2	1.5	4.6	-0.5	2.2	-1.3	-1.2	-0.7	1.4	1.3	3.7
1998	+7.16%	0.4	3.5	2.7	0.3	-1.2	0.8	-2.3	-8.3	3.5	3.0	3.0	2.3
1997	+17.88%	1.5	0.1	-1.9	1.5	4.5	3.5	4.4	-1.9	4.8	-2.2	1.1	1.7
1996	+13.71%	1.1	0.2	0.7	1.4	1.2	0.1	-2.6	1.9	2.8	1.5	4.1	0.7
1995	+22.24%	0.5	2.1	1.8	2.0	3.1	1.5	2.3	0.9	1.9	-1.1	2.8	2.5
1994	-0.93%	3.3	-1.4	-3.6	0.5	0.1	-1.1	1.9	2.0	-1.9	0.2	-2.6	1.9

* Note:
Portofolio Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.

In particular, it has been used:

IJR - iShares Core S&P Small-Cap: simulated historical serie, up to December 2000

IJS - iShares S&P Small-Cap 600 Value: simulated historical serie, up to December 2000

VTV - Vanguard Value: simulated historical serie, up to December 2004

VEU - Vanguard FTSE All-World ex-US: simulated historical serie, up to December 2007

VNQ - Vanguard Real Estate: simulated historical serie, up to December 2004

VV - Vanguard Large-Cap: simulated historical serie, up to December 2004

BND - Vanguard Total Bond Market: simulated historical serie, up to December 2007