Invest in

Bill Schultheis' Coffeehouse Portfolio

7.4%
1.2%
0.0%

Re-balance once per year! This motif contains stocks from the Financial sector and the Closed-End Fund - Equity industry. Top weighted stocks include Vanguard REIT Index ETF, Vanguard Small Cap Value ETF, and Vanguard Small-Cap ETF. See more
7.4%
1.2%
0.0%
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Motif Index 1 YR Return
Bill Schultheis' Coffeehouse Portfolio Benchmark
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Weight Segment & Stocks Symbol 1 MO / 1 YR Return
100% ETF's 7.7%
34.6% Vanguard Total Bond Market ETF BND 1.5%
12.1% Vanguard Small-Cap ETF VB 20.0%
11.7% Vanguard S&P 500 Etf VOO 15.1%
11.6% 8xxxxxxx 8xxxx 8xx 8xxxx 8xx 8xx 88.8%
11.0% 8xxxxxxx 8xxxx 8xx 8xx 88.8%
10.7% 8xxxxxxx 8xxxx 8xxxxxxxxxxxx 8xxxx 8xx 8xxx 88.8%
8.3% 8xxxxxxx 8xxx 8xxxx 8xx 8xx 88.8%

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