Growth of $10,000: Coffeehouse Portfolio (Bill Schultheis)
A $10,000 investment in the Coffeehouse Portfolio (Bill Schultheis) at the start of 2000 would have grown to $43,110 by 2026 — about 4.3× the original stake over 26 years, based on historical data.
26-Year Growth of $10,000
What the numbers mean
Over this 26-year window the Coffeehouse Portfolio (Bill Schultheis) compounded at roughly 6.95%per year. That growth was not a straight line: the strategy's worst peak-to-trough decline reached -33.8%, a reminder that even the steadiest allocations go through painful stretches.
Its best single year returned +27.3% (2009), while its worst year fell -23.3% (2008). Adjusted for inflation, the ending $43,110 is worth about $23,644 in 2000 dollars — the real purchasing power your money would have gained after rising prices are stripped out.
These figures assume the strategy's target weights (a seven-fund index portfolio built to be simple enough to manage from a coffee shop.) rebalanced annual, with no additional contributions or withdrawals. To model your own contributions, withdrawal rate, or a different mix, open this allocation in the portfolio simulator.
Annual Returns
| '00 | '01 | '02 | '03 | '04 | '05 | '06 | '07 | '08 | '09 | '10 | '11 | '12 | '13 | '14 | '15 | '16 | '17 | '18 | '19 | '20 | '21 | '22 | '23 | '24 | '25 | '26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| +4 | +3 | -4 | +4 | +7 | +5 | +5 | -3 | -23 | +27 | +18 | +5 | +10 | +10 | +10 | -3 | +15 | +12 | 0 | +11 | +8 | +10 | -5 | +4 | +11 | +12 | +7 |
Hypothetical historical performance based on backtested data. Past performance does not guarantee future results. This site is for educational purposes only and does not constitute investment advice. Full disclaimer