PortfoliosLab logo

Pinwheel Portfolio

The Pinwheel Portfolio is a lazy portfolio created by Tyler from PortfolioCharts.com. It uses all four equally-weighted core asset classes: U.S. stocks, international stocks, bonds, and real estate. Each asset class is then enhanced with a performance tilt to optimize performance and reduce volatility and risk.

Expense Ratio
0.09%
Dividend Yield
1.59%

Pinwheel PortfolioAsset Allocation


S&P 500

Pinwheel PortfolioPerformance

The chart shows the growth of $10,000 invested in Pinwheel Portfolio on Oct 25, 2012 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $19,237 for a total return of roughly 92.37%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


Pinwheel Portfolio
Benchmark (S&P 500)
Portfolio components

Pinwheel PortfolioReturns

As of Apr 18, 2021, the Pinwheel Portfolio returned 7.52% Year-To-Date and 8.04% of annualized return in the last 10 years.


1MYTD6M1Y5Y10Y
Pinwheel Portfolio2.57%7.52%16.94%34.13%9.74%8.04%
IAU
iShares Gold Trust
2.30%-6.73%-6.63%5.16%7.35%0.25%
IEFA
iShares Core MSCI EAFE ETF
4.04%9.21%24.24%48.24%9.81%8.44%
IEMG
iShares Core MSCI Emerging Markets ETF
1.86%5.88%22.04%55.56%12.04%6.14%
SLYV
SPDR S&P 600 Small Cap Value ETF
-1.05%26.59%54.54%97.22%14.11%14.10%
USRT
iShares Core U.S. REIT ETF
4.34%14.00%23.81%34.83%6.38%8.07%
VGIT
Vanguard Intermediate-Term Treasury ETF
0.51%-2.30%-2.49%-2.05%2.40%2.22%
VGSH
Vanguard Short-Term Treasury ETF
0.02%-0.02%0.02%0.22%1.67%1.25%
VTI
Vanguard Total Stock Market ETF
6.28%11.94%23.21%54.15%17.44%16.12%

Pinwheel PortfolioSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Pinwheel Portfolio Sharpe ratio is 2.68. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


Pinwheel Portfolio
Benchmark (S&P 500)
Portfolio components

Pinwheel PortfolioDividends

Pinwheel Portfolio granted a 1.59% dividend yield in the last twelve months, as of Apr 18, 2021.


PeriodTTM20202019201820172016201520142013201220112010
Dividend yield
1.59%1.80%2.29%2.65%2.30%2.11%2.44%2.51%1.77%1.55%1.39%1.53%

Pinwheel PortfolioDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


Pinwheel Portfolio
Benchmark (S&P 500)
Portfolio components

Pinwheel PortfolioWorst Drawdowns

The table below shows the maximum drawdowns of the Pinwheel Portfolio. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Pinwheel Portfolio is 23.65%, recorded on Mar 23, 2020. It took 97 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-23.65%Feb 21, 202022Mar 23, 202097Aug 10, 2020119
-11.55%Apr 29, 2015184Jan 20, 2016108Jun 23, 2016292
-11.2%Jan 29, 2018229Dec 24, 201866Apr 1, 2019295
-7.8%May 22, 201323Jun 24, 201360Sep 18, 201383
-5.51%Sep 3, 202014Sep 23, 202013Oct 12, 202027
-5.31%Sep 8, 201426Oct 13, 201466Jan 16, 201592
-4.79%Sep 8, 201642Nov 4, 201654Jan 25, 201796
-4.75%Oct 13, 202012Oct 28, 20208Nov 9, 202020
-3.49%Oct 23, 201370Feb 3, 20149Feb 14, 201479
-3.43%May 6, 201917May 29, 201915Jun 19, 201932

Pinwheel PortfolioVolatility Chart

Current Pinwheel Portfolio volatility is 13.55%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


Pinwheel Portfolio
Benchmark (S&P 500)
Portfolio components

More Tools for Pinwheel Portfolio