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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
Dividend Yield

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.

Pinwheel Portfolio2.57%7.52%16.94%34.13%9.74%8.04%
iShares Gold Trust
iShares Core MSCI EAFE ETF
iShares Core MSCI Emerging Markets ETF
SPDR S&P 600 Small Cap Value ETF
iShares Core U.S. REIT ETF
Vanguard Intermediate-Term Treasury ETF
Vanguard Short-Term Treasury ETF
Vanguard Total Stock Market ETF

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.

Dividend yield

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.

To Bottom
To Recover
-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

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