Pinwheel Portfolio
Tyler's Pinwheel Portfolio from Portfolio Charts — a diversified eight-sleeve mix across US and international equities, small-cap value, REITs, Treasuries, and gold.
- Type: Fixed
- Frequency: annually
- Asset classes: US Equity, Small Cap Value, International Equity, Emerging Markets, Intermediate Treasuries, Short-term Treasuries, REITs, Gold
- Backtest window: 2005-03-10 to 2026-06-11
- 1Y
- 17.0%
- 3Y
- 47.2%
- CAGR
- 7.4%
- Max DD
- -19.1%
- Sharpe
- 0.35
Methodology
- Equity core: 15% VTI, 10% IJS, 15% EFA, 10% VWO.
- Defensive core: 15% IEF, 10% SHY, 15% VNQ, 10% GLD.
Source: Tyler (2018). The Pinwheel Portfolio. Portfolio Charts.
Headline backtest performance as of 2026-06-10.