Coffeehouse Portfolio
Bill Schultheis’s relaxed lazy portfolio, built to deliver broad diversification without turning investing into a second job.
US Stocks40%
Bonds30%
International Stocks10%
Small Cap Value10%
REITs10%
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Portfolio Atlas
A structured map of portfolio architectures.
Explore how different strategies allocate across assets, risk regimes and investment philosophies.
Showing 4 portfolios
Coffeehouse REIT Variant
A Coffeehouse-style lazy portfolio that keeps the classic 60/40 discipline while carving out an explicit real-estate sleeve inside the equity allocation.
Bonds40%
US Stocks35%
Small Cap Value10%
International Stocks10%
REITs5%
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Frank Armstrong Ideal Index
A Frank Armstrong-style index portfolio with equity slices, international stocks, REITs and short bonds.
International Stocks31%
Short Bonds30%
US Stocks16%
Small Cap Value15%
REITs8%
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Ideal Index Portfolio
A slice-and-dice lazy portfolio using international stocks, short bonds, REITs and US equity tilts.
International Stocks31%
Short Bonds30%
US Stocks16%
Small Cap Value15%
REITs8%
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