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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Asset Allocation

  • 15% Total Stock Market
  • 10% Small Cap Value
  • 15% International
  • 10% Emerging Markets
  • 15% Intermediate Bonds
  • 10% Cash
  • 15% REITs
  • 10% Gold

Performance

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