Last Update: 31 July 2022

The Bill Schultheis Coffee House Portfolio obtained a 8.05% compound annual return, with a 9.23% standard deviation, in the last 30 Years.

The Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.67% compound annual return, with a 11.30% standard deviation, in the last 30 Years.

Summary

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Bill Schultheis Coffee House Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
Risk High High
Asset Allocation Stocks 60% 71%
Fixed Income 40% 29%
Commodities 0% 0%
30 Years Stats Return +8.05% +8.67%
Std Dev 9.23% 11.30%
Max Drawdown -33.93% -41.80%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1992

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Bill Schultheis Coffee House Portfolio +5.29 -6.25 -6.63 +5.77 +7.28 +8.05 +8.05
Burton Malkiel Late Sixties and Beyond Portfolio +5.34 -8.48 -8.70 +6.30 +7.49 +8.67 +8.59
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Bill Schultheis Coffee House Portfolio: an investment of 1000$, since August 1992, now would be worth 10213.74$, with a total return of 921.37% (8.05% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since August 1992, now would be worth 12129.94$, with a total return of 1112.99% (8.67% annualized).

Bill Schultheis Coffee House Portfolio: an investment of 1000$, since January 1992, now would be worth 10687.64$, with a total return of 968.76% (8.05% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since January 1992, now would be worth 12424.35$, with a total return of 1142.43% (8.59% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Bill Schultheis Coffee House Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-33.93% Nov 2007 Feb 2009
-16.89% Jan 2022 Jun 2022
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-15.36% Jan 2020 Mar 2020
-14.33% Jan 2022 Jun 2022
-13.38% May 2011 Sep 2011
-12.20% May 2002 Sep 2002
-11.30% May 2002 Sep 2002
-10.79% May 1998 Aug 1998
-10.66% May 2011 Sep 2011
-9.27% Feb 2001 Sep 2001
-9.00% Sep 2018 Dec 2018
-8.08% Feb 2018 Dec 2018
-7.72% Mar 2015 Sep 2015
-7.20% Feb 1994 Mar 1994
-7.04% Apr 2004 Apr 2004
-6.90% Feb 2001 Sep 2001
-6.12% Sep 2000 Nov 2000

Drawdown comparison chart since January 1992.

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Bill Schultheis Coffee House Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-33.93% Nov 2007 Feb 2009
-16.89% Jan 2022 Jun 2022
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-15.36% Jan 2020 Mar 2020
-14.33% Jan 2022 Jun 2022
-13.38% May 2011 Sep 2011
-12.20% May 2002 Sep 2002
-11.30% May 2002 Sep 2002
-10.79% May 1998 Aug 1998
-10.66% May 2011 Sep 2011
-9.27% Feb 2001 Sep 2001
-9.00% Sep 2018 Dec 2018
-8.08% Feb 2018 Dec 2018
-7.72% Mar 2015 Sep 2015
-7.20% Feb 1994 Mar 1994
-7.04% Apr 2004 Apr 2004
-6.90% Feb 2001 Sep 2001
-6.12% Sep 2000 Nov 2000

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year Bill Schultheis Coffee House Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
2022
-9.79% -12.46%
2021
+15.24% +15.40%
2020
+7.45% +10.03%
2019
+18.99% +22.55%
2018
-5.19% -5.90%
2017
+11.02% +16.49%
2016
+11.04% +8.48%
2015
-0.91% -1.63%
2014
+8.90% +9.01%
2013
+15.45% +12.49%
2012
+11.51% +14.20%
2011
+2.80% +1.01%
2010
+14.67% +14.47%
2009
+17.77% +25.30%
2008
-18.65% -26.02%
2007
+2.67% +5.18%
2006
+15.13% +20.06%
2005
+6.39% +9.86%
2004
+13.96% +14.78%
2003
+23.09% +29.73%
2002
-4.97% -5.70%
2001
+2.01% +5.85%
2000
+7.25% +2.46%
1999
+8.30% +12.48%
1998
+7.16% +5.92%
1997
+17.88% +15.13%
1996
+13.71% +18.95%
1995
+22.24% +20.20%
1994
-0.93% -3.17%
1993
+15.63% +23.51%
1992
+9.77% +4.84%
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