Pinwheel Portfolio

Details

The Pinwheel Portfolio was created by Tyler at Portfolio Charts.

The portfolio is designed to display what combining the four main asset types into a simple allocation can do.

It implements a 60/40 split, but places 60% in conventional assets and 40% in performance enhancing assets.

The portfolio holds 50% equities, 15% bonds, 25% alternatives, and 10% cash.

Asset Allocation & Recommended ETFs

Performance Metrics

All Data

10 Years

Annual Return

7.9%

Sharpe Ratio

0.57

10 Year Annual Return

5.1%

Volatility (annualized)

10.5%

Max Drawdown

-36.6%

Positive Periods

66.8%

Dot Com Annual Return

1.3%

Great Financial Crisis Return

1.2%

Trade Frequency

Static

Ulcer Performance Index

0.9

Annual Return

5.1%

Sharpe Ratio

0.46

Trade Frequency

Static

Volatility (annualized)

9.8%

Max Drawdown

-20.4%

Positive Periods

64.5%

Dot Com Annual Return

1.3%

Great Financial Crisis Return

1.2%

Ulcer Performance Index

0.9

How to Invest in the Pinwheel Portfolio

M1 Finance is the recommended platform to invest in this portfolio. Find out why.