Invest in

Bill Schultheis' Coffeehouse Portfolio

12.0%
2.8%
0.5%

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
12.0%
2.8%
0.5%
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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 11.9%
35.8% Vanguard Total Bond Market ETF BND 4.6%
11.3% Vanguard S&P 500 Etf VOO 20.6%
11.1% Vanguard Value ETF VTV 16.2%
11.1% 8xxxxxxx 8xxxxxxxx 8xx 8x 88.8%
11.0% 8xxxxxxx 8xxxx 8xx 8xxxx 8xx 8xx 88.8%
10.9% 8xxxxxxx 8xxxx 8xxxxxxxxxxxx 8xxxx 8xx 8xxx 88.8%
8.8% 8xxxxxxx 8xxx 8xxxx 8xx 8xx 88.8%

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