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 2026-11-10
- 1Y
- 7.3%
- 3Y
- 51.7%
- CAGR
- 13.1%
- Max DD
- -9.7%
- Sharpe
- 1.20
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 2026-11-10.