Gold vs Bill Schultheis Coffeehouse Portfolio Comparison

Last Update: 31 May 2023

The Gold Portfolio obtained a 5.37% compound annual return, with a 15.53% 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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Gold Portfolio Bill Schultheis Coffeehouse Portfolio
Risk Very High High
Asset Allocation Stocks 0% 60%
Fixed Income 0% 40%
Commodities 100% 0%
30 Years Stats Return +5.37% +7.42%
Std Dev 15.53% 9.53%
Max Drawdown -42.91% -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(*)
Gold Portfolio -1.34 +10.62 +6.53 +8.17 +3.13 +5.37 +7.66
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

Gold Portfolio: an investment of 1000$, since June 1993, now would be worth 4803.84$, with a total return of 380.38% (5.37% 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).

Gold Portfolio: an investment of 1000$, since January 1970, now would be worth 51578.26$, with a total return of 5057.83% (7.66% 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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Gold Portfolio
Bill Schultheis Coffeehouse Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-37.17% Feb 1996 Aug 1999
-33.93% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-19.65% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-15.36% Jan 2020 Mar 2020
-11.51% Aug 1993 Sep 1993
-11.30% May 2002 Sep 2002
-10.79% May 1998 Aug 1998
-10.66% May 2011 Sep 2011
-9.00% Sep 2018 Dec 2018
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-6.90% Feb 2001 Sep 2001
-6.38% Jan 2011 Jan 2011
-5.85% Feb 1994 Nov 1994
-5.61% Apr 2015 Sep 2015

Drawdown comparison chart since January 1970.

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Gold Portfolio
Bill Schultheis Coffeehouse Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-61.78% Oct 1980 Aug 1999
-44.24% Jan 1975 Aug 1976
-42.91% Sep 2011 Dec 2015
-33.93% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-24.27% Feb 1980 Mar 1980
-23.45% Dec 1972 Sep 1974
-20.49% Jul 1973 Oct 1973
-20.28% Nov 1978 Nov 1978
-19.65% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-16.62% Apr 1974 Jun 1974
-15.68% Sep 1987 Nov 1987
-15.36% Jan 2020 Mar 2020
-12.39% Mar 1970 Jun 1970
-11.30% May 2002 Sep 2002
-10.79% May 1998 Aug 1998
-10.73% Jan 1990 Sep 1990
-10.66% May 2011 Sep 2011
-10.32% Feb 1980 Mar 1980

Yearly Returns

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

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Year Gold Portfolio Bill Schultheis Coffeehouse Portfolio
2023
 +7.47% +1.41%
2022
 -0.77% -14.38%
2021
 -4.15% +15.24%
2020
 +24.81% +7.45%
2019
 +17.86% +18.99%
2018
 -1.94% -5.19%
2017
 +12.81% +11.02%
2016
 +8.03% +11.04%
2015
 -10.67% -0.91%
2014
 -2.19% +8.90%
2013
 -28.33% +15.45%
2012
 +6.60% +11.51%
2011
 +9.57% +2.80%
2010
 +29.27% +14.67%
2009
 +24.03% +17.77%
2008
 +4.92% -18.65%
2007
 +30.45% +2.67%
2006
 +22.55% +15.13%
2005
 +17.76% +6.39%
2004
 +4.65% +13.96%
2003
 +19.89% +23.09%
2002
 +25.57% -4.97%
2001
 +0.75% +2.01%
2000
 -5.44% +7.25%
1999
 +0.85% +8.30%
1998
 -0.83% +7.16%
1997
 -21.41% +17.88%
1996
 -4.59% +13.71%
1995
 +0.98% +22.24%
1994
 -2.17% -0.93%
1993
 +17.68% +15.63%
1992
 -5.73% +9.77%
1991
 -8.56% +24.84%
1990
 -3.11% -5.30%
1989
 -2.84% +17.31%
1988
 -15.26% +15.77%
1987
 +24.53% +2.99%
1986
 +18.96% +20.45%
1985
 +6.00% +29.40%
1984
 -19.38% +10.29%
1983
 -16.31% +19.62%
1982
 +14.94% +25.69%
1981
 -32.60% +5.31%
1980
 +15.19% +18.45%
1979
 +126.55% +18.67%
1978
 +37.01% +9.54%
1977
 +22.64% +6.30%
1976
 -4.10% +26.24%
1975
 -24.80% +26.63%
1974
 +66.15% -11.50%
1973
 +72.96% -9.21%
1972
 +49.02% +11.19%
1971
 +16.70% +13.35%
1970
 +6.16% +7.28%