The Bill Schultheis Coffee House Portfolio is exposed for 60% on the Stock Market.
In the last 10 years, it obtained a 9.67% compound annual return, with a 8.21% standard deviation (*).
(*) Last Update: June 2019
The Bill Schultheis Coffee House Portfolio has the following asset allocation:
The Bill Schultheis Coffee House Portfolio can be replicated with the following ETFs:
| Weight | ETF: Ticker - Name | Investment Themes | |
|---|---|---|---|
| 10.00 % | IJS - iShares S&P Small-Cap 600 Value |
Equity, U.S., Micro Cap | |
| 10.00 % | IJR - iShares Core S&P Small-Cap |
Equity, U.S., Small Cap | |
| 10.00 % | VTV - Vanguard Value |
Equity, U.S., Large Cap | |
| 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 |
Capital growth, returns, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at each January 1st).
Last Update: June 2019.
Capital Growth and Historical Returns
An investment of 1000$, since January 1994, now would be worth 7082.33$, with a total return of 608.23% (7.98% annualized).
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:
IJS - iShares S&P Small-Cap 600 Value: simulated historical serie, up to December 2000
IJR - iShares Core S&P Small-Cap: 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
| Range | Returns Jun 2019 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+4.15%
|
0.00%
|
1 - 0 | |
|
YTD
|
+11.78%
|
-3.17%
May 2019 - May 2019
|
5 - 1 | |
|
1Y
|
+5.27%
|
11.27%
|
-8.99%
Sep 2018 - Dec 2018
|
8 - 4 |
|
3Y
|
+7.23%
annualized
|
7.53%
|
-8.99%
Sep 2018 - Dec 2018
|
27 - 9 |
|
5Y
|
+5.87%
annualized
|
7.39%
|
-8.99%
Sep 2018 - Dec 2018
|
43 - 17 |
|
10Y
|
+9.67%
annualized
|
8.21%
|
-10.65%
May 2011 - Sep 2011
|
85 - 35 |
|
MAX
Dec 1993
|
+7.98%
annualized
|
9.00%
|
-33.93%
Nov 2007 - Feb 2009
|
213 - 93 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns
Bill Schultheis Coffee House Portfolio: annualized rolling and average returns
| Return (*) | |||
|---|---|---|---|
| Rolling Period | Average | Best | Worst |
| 1 Year |
+8.57% |
+39.85% Mar 2009 - Feb 2010 |
-28.44% Mar 2008 - Feb 2009 |
| 2 Years |
+8.42% |
+28.53% Mar 2009 - Feb 2011 |
-16.54% Mar 2007 - Feb 2009 |
| 3 Years |
+8.23% |
+20.12% Mar 2009 - Feb 2012 |
-7.87% Mar 2006 - Feb 2009 |
| 5 Years |
+7.90% |
+16.60% Mar 2009 - Feb 2014 |
-0.95% Mar 2004 - Feb 2009 |
| 7 Years |
+7.71% |
+12.23% Apr 2009 - Mar 2016 |
+2.08% Mar 2002 - Feb 2009 |
| 10 Years |
+7.59% |
+11.15% Mar 2009 - Feb 2019 |
+3.45% Mar 1999 - Feb 2009 |
| 15 Years |
+7.47% |
+8.74% Feb 2003 - Jan 2018 |
+5.82% Mar 1994 - Feb 2009 |
* Annualized rolling and average returns over full calendar month periods
Yearly Returns - Monthly Returns Heatmap
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2019 |
+11.78% | 6.2 | 1.7 | 0.7 | 1.9 | -3.2 | 4.2 | ||||||
| 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 |