Frank Armstrong Ideal Index vs Bill Schultheis Coffeehouse Portfolio Comparison

Last Update: 31 May 2023

The Frank Armstrong Ideal Index Portfolio obtained a 6.58% compound annual return, with a 10.60% standard deviation, in the last 30 Years.

The Bill Schultheis Coffeehouse Portfolio obtained a 7.42% compound annual return, with a 9.53% standard deviation, in the last 30 Years.

Summary

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Frank Armstrong Ideal Index Portfolio Bill Schultheis Coffeehouse Portfolio
Risk High High
Asset Allocation Stocks 70% 60%
Fixed Income 30% 40%
Commodities 0% 0%
30 Years Stats Return +6.58% +7.42%
Std Dev 10.60% 9.53%
Max Drawdown -40.11% -33.93%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1970

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Frank Armstrong Ideal Index Portfolio -2.17 -0.94 -2.80 +3.70 +5.25 +6.58 +9.10
Bill Schultheis Coffeehouse Portfolio -2.05 -1.92 -4.25 +3.89 +5.68 +7.42 +9.57
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since June 1993, now would be worth 6770.66$, with a total return of 577.07% (6.58% annualized).

Bill Schultheis Coffeehouse Portfolio: an investment of 1000$, since June 1993, now would be worth 8551.88$, with a total return of 755.19% (7.42% annualized).

Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since January 1970, now would be worth 104828.96$, with a total return of 10382.90% (9.10% annualized).

Bill Schultheis Coffeehouse Portfolio: an investment of 1000$, since January 1970, now would be worth 131606.18$, with a total return of 13060.62% (9.57% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Frank Armstrong Ideal Index Portfolio
Bill Schultheis Coffeehouse Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-33.93% Nov 2007 Feb 2009
-19.65% Jan 2022 Sep 2022
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-15.36% Jan 2020 Mar 2020
-12.21% May 1998 Aug 1998
-11.30% May 2002 Sep 2002
-10.79% May 1998 Aug 1998
-10.66% May 2011 Sep 2011
-9.48% Sep 2018 Dec 2018
-9.00% Sep 2018 Dec 2018
-8.72% Jun 2015 Feb 2016
-6.90% Feb 2001 Sep 2001
-5.85% Feb 1994 Nov 1994
-5.61% Apr 2015 Sep 2015
-5.59% Sep 2000 Nov 2000
-4.41% Nov 1993 Nov 1993

Drawdown comparison chart since January 1970.

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Frank Armstrong Ideal Index Portfolio
Bill Schultheis Coffeehouse Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-33.93% Nov 2007 Feb 2009
-27.37% Jan 1973 Sep 1974
-23.45% Dec 1972 Sep 1974
-19.65% Jan 2022 Sep 2022
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.93% Jan 1970 Jun 1970
-15.68% Sep 1987 Nov 1987
-15.51% May 2011 Sep 2011
-15.36% Jan 2020 Mar 2020
-14.90% Sep 1987 Nov 1987
-14.74% Jan 1990 Sep 1990
-12.39% Mar 1970 Jun 1970
-12.21% May 1998 Aug 1998
-11.30% May 2002 Sep 2002
-10.79% May 1998 Aug 1998
-10.73% Jan 1990 Sep 1990
-10.66% May 2011 Sep 2011

Yearly Returns

Yearly return comparison. Common historical serie start from January 1970.

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Year Frank Armstrong Ideal Index Portfolio Bill Schultheis Coffeehouse Portfolio
2023
 +1.79% +1.41%
2022
 -11.91% -14.38%
2021
 +13.98% +15.24%
2020
 +6.95% +7.45%
2019
 +17.96% +18.99%
2018
 -6.68% -5.19%
2017
 +13.88% +11.02%
2016
 +9.05% +11.04%
2015
 -1.66% -0.91%
2014
 +4.16% +8.90%
2013
 +16.03% +15.45%
2012
 +12.36% +11.51%
2011
 -2.98% +2.80%
2010
 +13.00% +14.67%
2009
 +21.58% +17.77%
2008
 -24.86% -18.65%
2007
 +5.91% +2.67%
2006
 +17.74% +15.13%
2005
 +8.40% +6.39%
2004
 +14.62% +13.96%
2003
 +26.78% +23.09%
2002
 -7.53% -4.97%
2001
 -3.80% +2.01%
2000
 +2.04% +7.25%
1999
 +13.53% +8.30%
1998
 +8.85% +7.16%
1997
 +12.22% +17.88%
1996
 +11.54% +13.71%
1995
 +16.29% +22.24%
1994
 +1.99% -0.93%
1993
 +17.70% +15.63%
1992
 +3.75% +9.77%
1991
 +20.38% +24.84%
1990
 -9.45% -5.30%
1989
 +15.59% +17.31%
1988
 +17.45% +15.77%
1987
 +10.19% +2.99%
1986
 +28.89% +20.45%
1985
 +31.78% +29.40%
1984
 +7.88% +10.29%
1983
 +21.11% +19.62%
1982
 +16.37% +25.69%
1981
 +4.16% +5.31%
1980
 +22.04% +18.45%
1979
 +17.78% +18.67%
1978
 +15.30% +9.54%
1977
 +9.26% +6.30%
1976
 +18.88% +26.24%
1975
 +28.38% +26.63%
1974
 -13.41% -11.50%
1973
 -10.09% -9.21%
1972
 +17.91% +11.19%
1971
 +17.25% +13.35%
1970
 +0.66% +7.28%