MediumAll ages
Coffeehouse Portfolio
A seven-fund diversified portfolio developed by Bill Schultheis
Expected Return
7-9% annually
Expected Dividend
2.5% annually
Rebalancing
Annually
Asset Allocation
VOO (10%)
VTV (10%)
VB (10%)
VBR (10%)
VXUS (10%)
VNQ (10%)
AGG (40%)
Advantages
- ✓Value stock tilt
- ✓Well-balanced diversification
- ✓Small-cap exposure
- ✓Real estate (REITs) inclusion
Risks
- !Managing seven funds
- !Higher overall costs
- !More complex structure
- !Regular rebalancing required
Allocation by Investment Amount
If investing $1,000
VOO$100
VTV$100
VB$100
VBR$100
VXUS$100
VNQ$100
AGG$400
If investing $5,000
VOO$500
VTV$500
VB$500
VBR$500
VXUS$500
VNQ$500
AGG$2000
If investing $10,000
VOO$1000
VTV$1000
VB$1000
VBR$1000
VXUS$1000
VNQ$1000
AGG$4000