Invest in

Bill Schultheis' Coffeehouse Portfolio

2.4%
1.9%
0.8%

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
2.4%
1.9%
0.8%
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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 2.7%
36.5% Vanguard Total Bond Market ETF BND 1.1%
11.7% Vanguard S&P 500 Etf VOO 0.1%
11.4% Vanguard Value ETF VTV 0.9%
11.1% 8xxxxxxx 8xxxxxxxx 8xx 8x 88.8%
10.6% 8xxxxxxx 8xxxx 8xx 8xxxx 8xx 8xx 88.8%
10.0% 8xxxxxxx 8xxxx 8xxxxxxxxxxxx 8xxxx 8xx 8xxx 88.8%
8.7% 8xxxxxxx 8xxx 8xxxx 8xx 8xx 88.8%

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