The Coffeehouse Investor by Bill Schultheis: 9781591845843 | PenguinRandomHouse.com: Books (2024)

FAQs

What is a coffee house portfolio? ›

The Coffeehouse Portfolio by Bill Schultheis is a traditional 60% stock portfolio that seeks to capture market returns while subdividing the stocks into several targeted funds.

The Intelligent Investor by Benjamin Graham, first published in 1949, is a widely acclaimed book on value investing. The book provides strategies on how to successfully use value investing in the stock market. Historically, the book has been one of the most popular books on investing and Graham's legacy remains.

The Bill Schultheis Coffeehouse Portfolio is a High Risk portfolio and can be implemented with 7 ETFs. It's exposed for 60% on the Stock Market. In the last 30 Years, the Bill Schultheis Coffeehouse Portfolio obtained a 7.55% compound annual return, with a 9.73% standard deviation.

Along with paying and training workers, coffee shop owners must keep the lights on — literally. That coffee shop you visit every morning has to pay rent, taxes and its electric bill. And as you probably know by now — those prices are going up.

A real estate portfolio is your collection of real estate investments for the purpose of generating income and/or appreciation. A strong portfolio gives investors several advantages, including the potential for tax savings, passive income and building generational wealth.

coffeehouse. /ˈkɔ·fiˌhɑʊs, ˈkɑf·i-/ a small, informal restaurant where people can buy drinks and small meals and where there is sometimes entertainment. (Definition of coffeehouse from the Cambridge Academic Content Dictionary © Cambridge University Press)

A real estate portfolio is a collection of the different investment assets that are held and managed to achieve a financial goal. It's a strategic catalog of current and past real estate deals, whether rental properties, rehabs, or REITs (Real Estate Investment Trusts), to earn monetary returns.