Compare Portfolios

Select up to 4 portfolios to compare stats, allocations, and historical growth side-by-side.

Coffeehouse Portfolio
search
Coffeehouse Portfolio
Buy and Hold
CAGR
7.4%
Max DD
-34.1%
Sharpe
0.32

Allocations

Coffeehouse Portfolio
US Aggregate Bond Index40%
US Large-Cap Value10%
US Large-Cap Blend10%
US Small-Cap Value10%
US Small-Cap Blend10%
International Developed Equity10%
US Real Estate10%

Growth of $10,000

All portfolios normalized to $10,000 starting in 1997.

Coffeehouse Portfolio