Bill Schultheis Coffee House Portfolio
- Expense Ratio
- 0.05%
- Dividend Yield
- 2.11%
Bill Schultheis Coffee House PortfolioAsset Allocation
Bill Schultheis Coffee House PortfolioPerformance
The chart shows the growth of $10,000 invested in Bill Schultheis Coffee House Portfolio on Sep 10, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $25,512 for a total return of roughly 155.12%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Bill Schultheis Coffee House PortfolioReturns
As of Apr 18, 2021, the Bill Schultheis Coffee House Portfolio returned 7.20% Year-To-Date and 8.43% of annualized return in the last 10 years.
| 1M | YTD | 6M | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Bill Schultheis Coffee House Portfolio | 2.92% | 7.20% | 16.12% | 30.88% | 9.53% | 8.43% |
| Portfolio components: | ||||||
BND Vanguard Total Bond Market ETF | 1.25% | -2.85% | -2.07% | -0.41% | 3.28% | 3.38% |
VB Vanguard Small Cap ETF | 2.79% | 14.14% | 34.77% | 79.79% | 16.01% | 12.59% |
VBR Vanguard Small Cap Value ETF | 1.61% | 20.44% | 44.29% | 83.46% | 12.74% | 11.48% |
VEA Vanguard FTSE Developed Markets ETF | 4.11% | 9.32% | 25.28% | 50.40% | 10.05% | 6.19% |
VNQ Vanguard Real Estate ETF | 5.39% | 13.84% | 21.55% | 31.36% | 7.13% | 9.24% |
VOO Vanguard S&P 500 ETF | 6.98% | 12.01% | 21.18% | 48.03% | 17.11% | 14.41% |
VTV Vanguard Value ETF | 3.64% | 14.40% | 26.44% | 41.63% | 13.01% | 11.97% |
| Returns over 1 year are annualized | ||||||
Bill Schultheis Coffee House PortfolioDividends
Bill Schultheis Coffee House Portfolio granted a 2.11% dividend yield in the last twelve months, as of Apr 18, 2021.
| Period | TTM | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.11% | 2.24% | 2.51% | 2.91% | 2.61% | 2.56% | 2.53% | 2.57% | 2.53% | 2.52% | 2.96% | 2.80% |
Bill Schultheis Coffee House PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Bill Schultheis Coffee House PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the Bill Schultheis Coffee House Portfolio. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the {{portfolioName}} is 24.01%, recorded on Mar 23, 2020. It took 141 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.01% | Feb 21, 2020 | 22 | Mar 23, 2020 | 141 | Oct 12, 2020 | 163 |
| -12.76% | Jul 8, 2011 | 61 | Oct 3, 2011 | 83 | Feb 1, 2012 | 144 |
| -11.01% | Aug 30, 2018 | 80 | Dec 24, 2018 | 56 | Mar 18, 2019 | 136 |
| -9.42% | Apr 27, 2015 | 202 | Feb 11, 2016 | 46 | Apr 19, 2016 | 248 |
| -6.39% | May 22, 2013 | 23 | Jun 24, 2013 | 60 | Sep 18, 2013 | 83 |
| -6.27% | Jan 29, 2018 | 9 | Feb 8, 2018 | 123 | Aug 6, 2018 | 132 |
| -5.55% | Apr 3, 2012 | 43 | Jun 4, 2012 | 43 | Aug 3, 2012 | 86 |
| -4.44% | Sep 8, 2014 | 26 | Oct 13, 2014 | 19 | Nov 7, 2014 | 45 |
| -4.43% | Sep 8, 2016 | 41 | Nov 3, 2016 | 23 | Dec 7, 2016 | 64 |
| -4.43% | Sep 17, 2012 | 42 | Nov 15, 2012 | 24 | Dec 20, 2012 | 66 |
Bill Schultheis Coffee House PortfolioVolatility Chart
Current Bill Schultheis Coffee House Portfolio volatility is 3.90%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.