Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
Static Portfolio
Tyler Pinwheel Portfolio
Tyler Pinwheel Portfolio (Static Portfolio)
live (public) 0.35% June 04
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.
Holdings (As of 06/04/2025)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Precious Metals | IAU (iShares Gold Trust) | 0.62% | 11.79% |
| Foreign Large Cap Equities | IEFA (iShares Core MSCI EAFE ETF) | 0.51% | 16.27% |
| Asia Pacific Equities | IEMG (iShares Core MSCI Emerging Markets ETF) | 1.24% | 10.03% |
| Small Cap Value Equities | SLYV (SPDR S&P 600 Small Cap Value ETF) | 0.27% | 8.76% |
| REIT | USRT (iShares Core U.S. REIT ETF) | 0.07% | 13.68% |
| Government Bonds | VGIT (Vanguard Intermediate-Term Treasury ETF) | 0.48% | 14.83% |
| Government Bonds | VGSH (Vanguard Short-Term Treasury ETF) | 0.17% | 9.88% |
| Large Cap Growth Equities | VTI (Vanguard Total Stock Market ETF) | 0.01% | 14.76% |
* Day change on 06/04/2025.
Previous
Performance (As of 06/04/2025)
Since 10/22/2012
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Tyler Pinwheel Portfolio | 6.3% | 13.2% | 8.1% | 10.3% | 7.4% | |
| VFINX (Vanguard (S&P 500) Index) | 2.2% | 11.3% | 18.4% | 16.2% | 12.9% | 14.0% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.4% | 8.8% | 11.8% | 8.8% | 8.1% | 9.1% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/22/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.2 | 6.3 | 13.2 | 8.1 | 10.3 | 7.4 | 0.0 | 0.0 | 7.3 | 10.1 | 13.8 | -14.0 | 23.3 | 9.8 | 19.0 | -6.1 | 14.2 | 8.2 | -2.3 | 5.1 | 7.8 | 1.9 |
| Sharpe Ratio | NA | 0.36 | 0.87 | 0.41 | 0.68 | 0.51 | NA | NA | 0.55 | 0.7 | 1.02 | -1.04 | 1.86 | 0.45 | 2.63 | -0.81 | 2.74 | 0.88 | -0.25 | 0.76 | 0.87 | 0.26 |
| Draw Down(%) | NA | 9.9 | 9.9 | 13.3 | 21.0 | 23.9 | NA | NA | 23.9 | 4.3 | 9.2 | 20.9 | 4.3 | 23.9 | 3.4 | 11.7 | 2.3 | 5.8 | 9.7 | 5.5 | 7.8 | 3.0 |
| Standard Deviation(%) | NA | 13.9 | 11.4 | 11.7 | 12.1 | 11.8 | NA | NA | 11.1 | 9.3 | 10.0 | 14.7 | 12.5 | 21.3 | 6.7 | 9.2 | 4.9 | 9.1 | 9.6 | 6.7 | 8.9 | 7.1 |
| Treynor Ratio | NA | 0.1 | 0.27 | 0.3 | 0.99 | -3.4 | NA | NA | -3.08 | 2.62 | 3.41 | -6.45 | -3.17 | -0.55 | -2.26 | 8.61 | -3.34 | -2.58 | -0.73 | -1.53 | -2.23 | 0.38 |
| Alpha | NA | 0.04 | 0.02 | 0.01 | 0.03 | 0.03 | NA | NA | 0.03 | 0.02 | 0.04 | -0.06 | 0.09 | 0.06 | 0.07 | -0.03 | 0.05 | 0.03 | -0.01 | 0.02 | 0.04 | 0.04 |
| Beta | NA | 0.48 | 0.36 | 0.16 | 0.08 | -0.02 | NA | NA | -0.02 | 0.02 | 0.03 | 0.02 | -0.07 | -0.17 | -0.08 | -0.01 | -0.04 | -0.03 | 0.03 | -0.03 | -0.03 | 0.05 |
| RSquared | NA | 0.79 | 0.39 | 0.06 | 0.02 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.08 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
| Sortino Ratio | NA | 0.54 | 1.25 | 0.6 | 1.02 | 0.72 | NA | NA | 0.77 | 0.95 | 1.55 | -1.44 | 3.66 | 0.57 | 3.94 | -1.04 | 4.43 | 1.24 | -0.33 | 1.07 | 1.21 | 0.39 |
| Yield(%) | N/A | 0.4 | 2.6 | 2.5 | 2.9 | 3.1 | 2.7 | 2.0 | 0.0 | 2.8 | 2.7 | 1.6 | 2.2 | 1.9 | 2.7 | 2.4 | 2.6 | 2.2 | 2.2 | 2.1 | 1.3 | 0.5 |
| Dividend Growth(%) | N/A | -83.2 | 8.8 | 46.1 | 39.2 | N/A | N/A | N/A | N/A | 18.6 | 41.0 | -9.2 | 28.9 | -15.9 | 3.8 | 7.0 | 31.0 | -6.6 | 14.1 | 61.7 | 173.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/22/2012
Strategies
| Asset Allocation Strategy | Rebalance for Static Portfolios |
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>