Coffee House Portfolio Returns. The Coffeehouse Portfolio was designed by Bill Schultheis a financial adviser and co-founder of Soundmark Wealth Management. Take charge of your financial destiny.
He launched Ambits Coffee Can PMS in Mar17 and managed it till Dec18. The success of the program depended entirely on the wisdom and fore-. 10 Large Cap Value.
The Coffeehouse portfolio is an indexed seven-fund portfolio popularized by financial planner and author Bill Schultheis.
10 Large Cap Stocks. Its a High Risk portfolio and it can be replicated with 7 ETFs. In 2020 the portfolio granted a 225 dividend yield. In 2019 the Coffeehouse portfolio produced the following return.