Pinwheel Portfolio

The Pinwheel Portfolio is a Portfolio Charts sample portfolio designed to showcase the power of combining all four core asset types into a simple but sophisticated asset allocation.  With 60% conventional assets and 40% performance-enhancing tilts, the Pinwheel Portfolio represents both a thoughtful next-step for traditional investors and a straightforward alternative to complicated slice & dice portfolios.

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pinwheel-portfolio

Asset Allocation

Stocks

Domestic

  • 15% Total Stock Market
  • 10% Small Cap Value ¹

International

  • 15% World Total Stock Market ²
  • 10% Emerging Markets

Bonds

  • 15% Intermediate Term Bonds
  • 10% Tbills / Cash

Real Assets

  • 15% REITs ³
  • 10% Gold

 

Notes

1) Countries other than the United States are modeled with local regional data instead of pure domestic data for these assets.  CAN uses USA funds, while GER & UK use EUR funds.

2) The calculations assume that US investors use a World Ex-US fund while investors living in other countries use a World fund including the US.

3) The data is based on USA REITs, but a broad global REIT fund is also a reasonably close alternative if no US fund is available.