Pinwheel Portfolio
by ElderLemon · shared 16 Sept 2026 · Published by Tyler (Portfolio Charts), 1 Oct 2018 · source
Weights
VTIVanguard Total Stock Market ETF15.0%EFAiShares MSCI EAFE ETF15.0%IEFiShares 7-10 Year Treasury Bond ETF15.0%VNQVanguard Real Estate ETF15.0%IJSISHARES S&P SMALL-CAP 600 VALUE ETF 10.0%EEMiShares MSCI Emerging Markets ETF10.0%SHYiShares 1-3 Year Treasury Bond ETF10.0%GLDSPDR Gold Shares10.0%
VTIVanguard Total Stock Market ETF15.0%EFAiShares MSCI EAFE ETF15.0%IEFiShares 7-10 Year Treasury Bond ETF15.0%VNQVanguard Real Estate ETF15.0%IJSISHARES S&P SMALL-CAP 600 VALUE ETF 10.0%EEMiShares MSCI Emerging Markets ETF10.0%SHYiShares 1-3 Year Treasury Bond ETF10.0%GLDSPDR Gold Shares10.0%
Performance
- CAGR
- +7.7%
- Final value
- $51k
- Max drawdown
- −37.8%
- Volatility
- 12.2%
- Sharpe
- 0.67
- Sortino
- 0.97
Correlation
| VTI | IJS | EFA | EEM | IEF | SHY | VNQ | GLD | |
|---|---|---|---|---|---|---|---|---|
| VTI | · | 0.88 | 0.87 | 0.78 | −0.21 | −0.18 | 0.75 | 0.09 |
| IJS | 0.88 | · | 0.79 | 0.70 | −0.23 | −0.18 | 0.77 | 0.07 |
| EFA | 0.87 | 0.79 | · | 0.85 | −0.17 | −0.13 | 0.67 | 0.21 |
| EEM | 0.78 | 0.70 | 0.85 | · | −0.18 | −0.14 | 0.60 | 0.24 |
| IEF | −0.21 | −0.23 | −0.17 | −0.18 | · | 0.76 | −0.03 | 0.21 |
| SHY | −0.18 | −0.18 | −0.13 | −0.14 | 0.76 | · | −0.06 | 0.22 |
| VNQ | 0.75 | 0.77 | 0.67 | 0.60 | −0.03 | −0.06 | · | 0.13 |
| GLD | 0.09 | 0.07 | 0.21 | 0.24 | 0.21 | 0.22 | 0.13 | · |
Growth of $10K
$51,400Oct 9, 2026
−3.6%Oct 9, 2026
Annual returns
- 2004*
- −22.8%
- +26.9%
- 2010
- 2015
- 2020
- 2026
through 2026-10-09