Invest in

Bill Schultheis' Coffeehouse Portfolio

7.5%
0.2%
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
7.5%
0.2%
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 8.5%
33.7% Vanguard Total Bond Market ETF BND 1.5%
12.2% Vanguard Small-Cap ETF VB 20.1%
12.1% Vanguard S&P 500 Etf VOO 19.3%
11.6% 8xxxxxxx 8xxxx 8xx 8xx 88.8%
11.6% 8xxxxxxx 8xxxx 8xx 8xxxx 8xx 8xx 88.8%
10.4% 8xxxxxxx 8xxxx 8xxxxxxxxxxxx 8xxxx 8xx 8xxx 88.8%
8.4% 8xxxxxxx 8xxx 8xxxx 8xx 8xx 88.8%

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