10. Bill Schultheis's Coffeehouse portfolio
Account$100,085
Return+0.09%
vs S&P 500+4.18%
Worst drop−2.03%
What it does
40% bonds, then six parts of 10%: US large companies, large value, small companies, small value, real estate and foreign stocks, from the book The Coffeehouse Investor. Small value is represented by a small-company fund, so small companies hold 20% here. Back to the weights once a year.
Account value
Bill Schultheis's Coffeehouse portfolioS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| AGG | 417 | $96.55 | $40,261 | 40.23% |
| EFA | 96 | $101.89 | $9,781 | 9.77% |
| IWM | 72 | $273.67 | $19,704 | 19.69% |
| SPY | 13 | $735.29 | $9,559 | 9.55% |
| VNQ | 109 | $95.73 | $10,435 | 10.43% |
| VTV | 44 | $223.01 | $9,812 | 9.80% |
| Cash | $532 | 0.53% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | AGG | 417 | $95.69 | $39,903 | $19.95 |
| 2026-10-22 | Buy | VNQ | 109 | $91.54 | $9,978 | $4.99 |
| 2026-10-22 | Buy | EFA | 96 | $103.26 | $9,913 | $4.96 |
| 2026-10-22 | Buy | IWM | 72 | $274.81 | $19,786 | $9.89 |
| 2026-10-22 | Buy | VTV | 44 | $224.44 | $9,875 | $4.94 |
| 2026-10-22 | Buy | SPY | 13 | $766.37 | $9,963 | $4.98 |