Gretchen Tai vs Pinwheel Portfolio Comparison

Last Update: 31 May 2023

The Gretchen Tai Portfolio obtained a 7.16% compound annual return, with a 11.59% standard deviation, in the last 30 Years.

The Pinwheel Portfolio obtained a 7.25% compound annual return, with a 10.41% standard deviation, in the last 30 Years.

Summary

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Gretchen Tai Portfolio Pinwheel Portfolio
Risk High High
Asset Allocation Stocks 70% 65%
Fixed Income 30% 25%
Commodities 0% 10%
30 Years Stats Return +7.16% +7.25%
Std Dev 11.59% 10.41%
Max Drawdown -41.80% -36.89%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1986

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Gretchen Tai Portfolio -1.83 +1.44 -2.06 +4.06 +5.62 +7.16 +8.65
Pinwheel Portfolio -1.97 +0.66 -2.34 +4.35 +5.19 +7.25 +8.37
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Gretchen Tai Portfolio: an investment of 1000$, since June 1993, now would be worth 7972.31$, with a total return of 697.23% (7.16% annualized).

Pinwheel Portfolio: an investment of 1000$, since June 1993, now would be worth 8174.69$, with a total return of 717.47% (7.25% annualized).

Gretchen Tai Portfolio: an investment of 1000$, since January 1986, now would be worth 22301.46$, with a total return of 2130.15% (8.65% annualized).

Pinwheel Portfolio: an investment of 1000$, since January 1986, now would be worth 20233.58$, with a total return of 1923.36% (8.37% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gretchen Tai Portfolio
Pinwheel Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-36.89% Nov 2007 Feb 2009
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-19.49% Jan 2022 Sep 2022
-16.24% Jan 2020 Mar 2020
-14.99% Jan 2020 Mar 2020
-14.25% May 2011 Sep 2011
-14.05% May 1998 Aug 1998
-12.86% May 1998 Aug 1998
-12.72% May 2011 Sep 2011
-11.06% Jun 2002 Sep 2002
-10.37% Feb 2018 Dec 2018
-10.09% May 2015 Feb 2016
-8.88% Feb 2001 Sep 2001
-8.24% Feb 2018 Dec 2018
-7.70% Mar 2015 Jan 2016
-7.04% Feb 1994 Mar 1994
-6.85% Feb 1994 Jan 1995
-5.90% Apr 2012 May 2012

Drawdown comparison chart since January 1986.

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Gretchen Tai Portfolio
Pinwheel Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-36.89% Nov 2007 Feb 2009
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-19.49% Jan 2022 Sep 2022
-17.50% Sep 1987 Nov 1987
-16.24% Jan 2020 Mar 2020
-16.12% Jan 1990 Sep 1990
-14.99% Jan 2020 Mar 2020
-14.91% Sep 1987 Nov 1987
-14.25% May 2011 Sep 2011
-14.05% May 1998 Aug 1998
-12.86% May 1998 Aug 1998
-12.72% May 2011 Sep 2011
-12.51% Jan 1990 Sep 1990
-11.06% Jun 2002 Sep 2002
-10.37% Feb 2018 Dec 2018
-10.09% May 2015 Feb 2016
-8.88% Feb 2001 Sep 2001
-8.24% Feb 2018 Dec 2018

Yearly Returns

Yearly return comparison. Common historical serie start from January 1986.

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Year Gretchen Tai Portfolio Pinwheel Portfolio
2023
 +4.75% +3.18%
2022
 -17.30% -13.57%
2021
 +12.15% +13.53%
2020
 +12.24% +9.12%
2019
 +20.82% +19.31%
2018
 -7.59% -6.39%
2017
 +18.32% +14.08%
2016
 +7.93% +8.63%
2015
 -2.21% -2.88%
2014
 +4.44% +6.12%
2013
 +14.58% +9.02%
2012
 +14.85% +12.60%
2011
 -1.45% -0.25%
2010
 +12.51% +16.08%
2009
 +26.58% +24.19%
2008
 -27.67% -22.51%
2007
 +9.39% +7.60%
2006
 +17.39% +19.78%
2005
 +10.26% +11.02%
2004
 +15.60% +15.19%
2003
 +29.40% +28.19%
2002
 -7.43% -2.13%
2001
 -6.29% -0.61%
2000
 -4.67% +1.80%
1999
 +22.01% +15.18%
1998
 +10.02% +3.43%
1997
 +11.39% +8.85%
1996
 +10.62% +13.00%
1995
 +17.98% +14.60%
1994
 -0.51% -2.32%
1993
 +26.87% +24.96%
1992
 +0.50% +4.01%
1991
 +30.31% +29.20%
1990
 -8.54% -7.14%
1989
 +25.15% +21.94%
1988
 +19.39% +14.95%
1987
 +4.96% +2.63%
1986
 +29.74% +21.90%