Last Update: 31 May 2020

The Pinwheel Portfolio is exposed for 65% on the Stock Market and for 10% on Commodities.

It's a High Risk portfolio and it can be replicated with 8 ETFs.

In the last 10 years, the portfolio obtained a 6.38% compound annual return, with a 9.51% standard deviation.

In 2019, the portfolio granted a 2.58% dividend yield. If you are interested in getting periodic income, please refer to the Pinwheel Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Pinwheel Portfolio has the following asset allocation:

65% Stocks
25% Fixed Income
10% Commodities

The Pinwheel Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
15.00 % EFA iShares MSCI EAFE Equity, EAFE, Large Cap
15.00 % VTI Vanguard Total Stock Market Equity, U.S., Large Cap
15.00 % VNQ Vanguard Real Estate Real Estate, U.S.
10.00 % IJS iShares S&P Small-Cap 600 Value Equity, U.S., Small Cap, Value
10.00 % EEM iShares MSCI Emerging Markets Equity, Emerging Markets, Large Cap
15.00 % IEI iShares 3-7 Year Treasury Bond Bond, U.S., Intermediate-Term
10.00 % BIL SPDR Blmbg Barclays 1-3 Mth T-Bill Bond, U.S., Ultra Short-Term
10.00 % GLD SPDR Gold Trust Commodity, Gold

Portfolio and ETF Returns

The Pinwheel Portfolio guaranteed the following returns.

PINWHEEL PORTFOLIO RETURNS (%)
Last Update: 31 May 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Pinwheel Portfolio +2.61 -2.06 -4.95 +3.32 +3.65 +4.02 +6.38
Components
EFA - iShares MSCI EAFE +5.43 -4.18 -11.55 -2.83 -0.42 +0.70 +5.24
VTI - Vanguard Total Stock Market +5.40 +2.65 -2.97 +11.28 +9.52 +9.14 +12.78
VNQ - Vanguard Real Estate +1.73 -10.67 -15.29 -7.67 +2.11 +3.86 +8.83
IJS - iShares S&P Small-Cap 600 Value +2.55 -13.30 -24.94 -14.11 -3.46 +1.41 +8.08
EEM - iShares MSCI Emerging Markets +2.97 -6.89 -9.43 -4.64 -0.61 +0.51 +2.00
IEI - iShares 3-7 Year Treasury Bond +0.32 +2.94 +6.65 +8.94 +4.41 +3.25 +3.15
BIL - SPDR Blmbg Barclays 1-3 Mth T-Bill -0.02 +0.17 +0.52 +1.49 +1.57 +0.98 +0.46
GLD - SPDR Gold Trust +2.59 +9.79 +18.17 +32.09 +10.54 +7.38 +3.20
(*) annualized
Portfolio returns are calculated assuming:
  • a rebalancing of the components at the beginning of each year (i.e. at every January 1st)
  • the reinvestment of dividends

If you are interested in getting periodic income, please refer to the Pinwheel Portfolio: Dividend Yield page.

Historical Returns

Pinwheel Portfolio - Historical returns and stats.

PINWHEEL PORTFOLIO
Last Update: 31 May 2020
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Period Returns
May 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.61%
0.00%
1 - 0
3M
-2.06%
-10.30%
Mar 2020 - Mar 2020
2 - 1
6M
-4.95%
-14.99%
Jan 2020 - Mar 2020
3 - 3
YTD
-7.18%
-14.99%
Jan 2020 - Mar 2020
2 - 3
1Y
+3.32%
14.32%
-14.99%
Jan 2020 - Mar 2020
9 - 3
3Y
+3.65%
annualized
10.55%
-14.99%
Jan 2020 - Mar 2020
27 - 9
5Y
+4.02%
annualized
9.45%
-14.99%
Jan 2020 - Mar 2020
40 - 20
10Y
+6.38%
annualized
9.51%
-14.99%
Jan 2020 - Mar 2020
77 - 43
MAX
01 Jan 2002
+7.44%
annualized
10.87%
-36.89%
Nov 2007 - Feb 2009
144 - 77

* Annualized St.Dev. of monthly returns

Best High Risk Porftolios, ordered by 10Y annualized return.

Portfolio 10Y Return ▾ #ETF Stocks Bonds Comm.
Simple Path to Wealth
JL Collins
+10.68% 2 75 25 0 Compare
Stocks/Bonds 60/40
+9.37% 2 60 40 0 Compare
Yale Endowment
David Swensen
+8.78% 6 70 30 0 Compare
Talmud Portfolio
Roger Gibson
+8.72% 3 66.67 33.33 0 Compare
Edge Select Moderately Aggressive
Merrill Lynch
+8.50% 12 69 31 0 Compare

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Pinwheel Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.64% +44.78%
Mar 2009 - Feb 2010
-32.48%
Mar 2008 - Feb 2009
18.57%
2 Years
+8.39% +31.96%
Mar 2009 - Feb 2011
-16.44%
Mar 2007 - Feb 2009
10.61%
3 Years
+8.14% +22.39%
Apr 2003 - Mar 2006
-6.91%
Mar 2006 - Feb 2009
5.91%
5 Years
+7.56% +17.92%
Nov 2002 - Oct 2007
+1.11%
Mar 2004 - Feb 2009
0.00%
7 Years
+7.30% +11.82%
Apr 2003 - Mar 2010
+3.52%
Apr 2013 - Mar 2020
0.00%
10 Years
+7.57% +11.01%
Apr 2003 - Mar 2013
+5.03%
Dec 2006 - Nov 2016
0.00%
15 Years
+7.90% +9.34%
Feb 2003 - Jan 2018
+6.08%
Apr 2005 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
-7.18% -0.8 -4.5 -10.3 6.4 2.6
2019
+19.31% 6.7 1.2 0.8 1.7 -3.2 4.5 0.1 0.2 1.3 1.9 0.5 2.4
2018
-6.39% 2.0 -3.7 0.5 0.1 1.0 -0.2 1.4 0.5 -0.8 -4.5 1.8 -4.3
2017
+14.08% 1.9 1.9 0.4 1.1 0.8 0.6 1.9 0.5 1.1 0.8 1.3 1.0
2016
+8.63% -2.4 0.9 5.6 0.9 -0.5 2.5 3.1 -0.8 0.4 -2.4 -0.2 1.6
2015
-2.88% 1.3 1.3 -0.3 0.2 -0.1 -1.9 -0.1 -4.0 -1.4 4.4 -0.8 -1.4
2014
+6.12% -1.3 3.9 0.1 0.8 1.1 1.9 -1.5 2.0 -4.0 2.7 0.7 -0.3
2013
+9.02% 2.3 -0.3 1.7 1.6 -1.8 -2.5 3.4 -2.2 3.6 2.8 -0.1 0.6
2012
+12.60% 5.6 1.5 1.0 -0.2 -5.7 3.7 0.6 1.8 1.8 -0.9 0.9 2.2
2011
-0.25% 0.2 2.8 0.4 3.7 -0.7 -1.5 0.3 -3.1 -8.2 8.5 -0.8 -0.8
2010
+16.08% -3.0 2.4 4.8 2.5 -4.9 -2.4 5.3 -1.7 6.2 3.1 -0.9 4.5
2009
+24.19% -7.8 -7.6 5.1 9.6 5.9 -1.4 6.9 3.5 4.6 -2.2 5.3 1.7
2008
-22.51% -2.0 -0.3 0.0 2.7 1.0 -5.3 -0.4 -1.0 -3.9 -15.8 -4.5 5.7
2007
+7.60% 2.3 -0.5 0.8 2.0 1.5 -1.7 -2.1 1.7 4.4 3.6 -3.8 -0.7
2006
+19.78% 5.8 -0.3 2.6 2.3 -3.3 0.3 1.2 1.8 0.4 3.6 3.4 0.7
2005
+11.02% -2.6 2.8 -2.2 0.0 1.7 2.3 3.3 0.1 2.4 -2.5 3.5 2.1
2004
+15.19% 1.4 1.6 1.8 -5.8 1.8 2.0 -1.9 2.5 1.9 2.4 4.7 2.5
2003
+28.19% -1.3 -1.4 -0.5 5.2 5.4 1.3 2.3 2.8 1.3 3.9 2.2 4.2
2002
-2.13% -0.2 1.2 3.5 0.8 0.4 -2.3 -5.8 0.8 -4.1 1.0 3.2 0.0

* Note:
Portofolio Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.

In particular, it has been used:

VNQ - Vanguard Real Estate: simulated historical serie, up to December 2004

EEM - iShares MSCI Emerging Markets: simulated historical serie, up to December 2003

IEI - iShares 3-7 Year Treasury Bond: simulated historical serie, up to December 2007

BIL - SPDR Blmbg Barclays 1-3 Mth T-Bill: simulated historical serie, up to December 2007

GLD - SPDR Gold Trust: simulated historical serie, up to December 2004

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