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.
Weight | Ticker | ETF Name | Sector | |
|---|---|---|---|---|
15% | VTI | Vanguard Total Stock Market ETF | Equity, U.S., Large Cap | |
15% | EFA | iShares MSCI EAFE ETF | Equity, Inter. Developed, Large Cap | |
15% | IEF | iShares 7-10 Year Treasury Bond ETF | Bond, U.S., Intermediate-Term | |
15% | VNQ | Vanguard Real Estate Index Fund ETF | Real Estate, U.S. | |
10% | IWN | iShares Russell 2000 Value ETF | Equity, U.S., Small Cap, Value | |
10% | EEM | iShares MSCI Emerging Markets ETF | Equity, Emerging Markets, Large Cap | |
10% | BIL | SPDR Blmbg Barclays 1-3 Month T-Bill ETF | Bond, U.S., Ultra Short-Term | |
10% | GLD | SPDR Gold Trust | Commodity, Gold |
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Low | Average | High | |
|---|---|---|---|
1-Year | -32.2% | 8.4% | 44.6% |
3-Year | -6.7% | 8.0% | 22.6% |
5-Year | 1.2% | 7.9% | 18.2% |
10-Year | 4.5% | 8.1% | 11.2% |
Portfolio | 60/40 | S&P 500 | |
|---|---|---|---|
Annual Return | 7.9% | 9.3% | 10.3% |
10Y Annual Return | 5.1% | 7.9% | 12.2% |
Sharpe Ratio | 0.57 | 0.51 | 0.43 |
Max Drawdown | -36.6% | -29.7% | -50.97% |
Volatility (annualized) | 10.5% | 9.9% | 15.4% |
Dot Com Annual Return | 1.3% | -4.2% | -14.60% |
Great Financial Crisis Annual Return | 1.2% | -0.3% | -5.66% |
Positive Periods | 66.8% | 65.8% | 63.3% |
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
