The Coffee House Portfolio is a portfolio that was popularized by Bill Schultheis' book "The Coffeehouse Investor.” This book and portfolio has an almost cult like following on the internet. The portfolio is easy to implement and has done well in the past. However, it doesn’t have enough international for my taste. Note how the domestic equities are split between balanced and value giving this portfolio a value tilt.

Portfolio Allocation

Total Bond Market - 40%
Total International - 10%
REIT - 10%
Small Cap Blend - 10%
Small Cap Value - 10%
Large Cap Blend - 10%
Large Cap Value - 10%

Portfolio Information

Yearly Returns

2007 2.63%
2006 15.15%
2005 6.29%
2004 13.83%
2003 23.66%
2002 -5.5%
2001 1.98%
2000 7.21%
1999 8.55%
1998 6.67%
1997 17.51%
1996 14.17%
1995 22.69%
1994 -0.32%
1993 16.83%
1992 10.34%
1991 25.89%
1990 -5.48%
1989 16.74%
1988 16.71%
1987 1.71%
1986 19.16%
1985 27.33%
1984 9.77%
1983 20.65%
1982 21.66%
1981 6.2%
1980 19.43%
1979 18.38%
1978 10.94%
1977 9.82%
1976 27.65%
1975 29.09%
1974 -10.46%
1973 -9.18%
1972 11.86%

Portfolio Stats

Average Return 11.93%
CAGR 11.44%
Standard Dev 10.42%
Correlation US 0.85