What is the Coffeehouse portfolio really made of?

Bill Schultheis’s Coffeehouse portfolio: 40% bonds and six stock funds of 10% each.

Measured on 2026-09-15

Where the risk sits

Since last week

First measured on 2026-09-15. The comparison with the week before appears after seven days of measurements.

The reading, in full

PORTFOLIO: Coffeehouse
2010-09-09 to 2026-09-15 · 4,027 trading days · USD

7 holdings.
97% is one shared direction, led by VB, VBR, VNQ.

VB: 10% of the money, 18% of the risk.
Volatility 11% · worst fall on record 25%.
Risk 11% → 8% over the last year, mostly because the holdings themselves got quieter.

Descriptive. No forecast, no advice. Every figure above is measured over the window named at the top.
riskcopilot.app

What this does not say

• Every figure is measured on past daily prices over the window below. It is not a forecast of returns or losses.
• The window starts when the youngest fund began trading, so older crises may lie outside it.
• These are model allocations as they are commonly described, not recommendations; the weights measured are the ones printed above.

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Measured 2010-09-09 to 2026-09-15 over 4,027 trading days, in USD, from yahoo prices. Descriptive: this page reports what these holdings have done and how their risk is built. It does not forecast returns or losses and it is not advice. How every figure is measured. Terms and privacy: /terms. If a figure looks wrong: [email protected].