Portfolio vs. 60/40 vs. S&P 500
All Data
10 Years
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
Coffeehouse Portfolio
Details
Created by Bill Schultheis, a financial advisor and founder of Sagemark Wealth Management.
After working in an investment banking firm for 11 years, he stepped away and wrote The Coffeehouse Investor.
You can read more about the portfolio and his philosophy at The Coffeehouse Investor website.
The portfolio starts with a basic 60/40 portfolio but breaks up the 60% equities into 6 smaller funds.
Asset Allocation & Recommended ETFs
Coffeehouse Portfolio Performance Metrics
All Data
10 Years
Annual Return
7.0%
Sharpe Ratio
0.54
10 Year Annual Return
5.7%
Volatility (annualized)
9.9%
Max Drawdown
-34.1%
Positive Periods
67.1%
Dot Com Annual Return
2.8%
Great Financial Crisis Return
-1.2%
Trade Frequency
Static
Ulcer Performance Index
0.8
How to Invest in the Coffeehouse Portfolio
M1 Finance is the recommended platform to invest in this portfolio. Find out why.
