Here Are The 20 Best Income Portfolios Built with ETFs for 2023
If you're looking for income then you should look at this list of the 20 best income portfolios.
The Bill Schultheis’ Coffeehouse Portfolio can be built with 7 ETFs. It is exposed to between 60% equities and 40% bonds.
Here is how you build the Coffeehouse portfolios with ETFs
Below you can see the return of the Coffeehouse portfolio.
Portfolio data was last updated on 1st of June 2023, 06:35 ET
|Name||Year to date||Return in 2022||10 year return||CAGR since 1989 (%)||Draw Down||Expense ratio||Yield|
|Bill Schultheis Coffeehouse Portfolio||0.61||-14.22||6.21||8.08||-20.14||0.07%||2.42|
|Coffeehouse Three ETF||4.61||-12.67||5.78||7.23||-25.37||0.15%||2.69|
Here is what the table is showing you
Year to date: This shows what the portfolio has returned this year starting from the first trading day of the year.
10 Year return: This shows the compounded annualized growth rate over a ten-year period. The current year is excluded from calculations.
CAGR since 1989: This shows the compounded annualized growth rate since 1989. The current year is excluded from calculations.
Expense ratio: This shows the cost of holding the portfolio if you were to construct the portfolio using the proposed ETFs.
Yield: This is the expected dividend yield of the portfolio.
Please note that past performance is not a guarantee of future returns.
|Name||See Portfolio||Year to date||Return in 2022||10 year return||CAGR since 1989 (%)||Draw Down|
Bill Schultheis is a financial adviser and co-founder of the wealth management firm Soundmark Wealth Management. He authored the famous book The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street, and Get On with Your Life.
We consider him to be one of the good guys in investing. He focuses on the Long-Term, low cost, and, most importantly, doing the right thing for his clients.
“The simplest approach to diversifying your stock market investments is to invest in one index fund that represents the entire stock market.”
– Bill Schultheis
Bill Schultheis presents his Coffeehouse portfolio in his book,The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street, and Get On with Your Life. It has been featured in The New York Times, The Wall Street Journal, TIME magazine, and Marketwatch.com
His website describes the use of the investment portfolio.
Bill Schultheis stresses that to be successfulat investing, you need to:
The index portfolio is a variation on the 60/40 investment portfolio, with the stock portion sliced up into smaller allocations.
Here you can see how Bill Schultheis' Coffeehouse Portfolio look like in a piechart.
Bill Schultheis' displays an even simpler portfolio on his site. This is shown below.
Bill Schultheis’ YouTube channel.
Bill Schultheis has a very informative Coffeehouse website that he updates regularly.
His wealth management firm is called Soundmark.
His book The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street, and Get On with Your Life
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You can find the rebalance worksheet in our article Here Is The Most Easy To Use Portfolio Rebalance Tool.