Pinwheel Portfolio
This is a popular modern lazy portfolio that has four building blocks and adds a specific risk/return tilt: small value, emerging markets, cash, and gold.
Last Updated: 2026-05-16
Live Performance
+1.05%
Portfolio
Benchmark
Actions
| Description | Date |
|---|---|
| Last Rebalance | 12/31/2025 |
| Next Rebalance | 12/31/2026 |
Live Portfolio Allocation
| Ticker | Weight (%) | Allocation ($) |
|---|
SPYSIM | 15.30% | $1,530 |
VBRSIM | 10.21% | $1,021 |
EFASIM | 15.17% | $1,517 |
VWOSIM | 10.42% | $1,042 |
IEFSIM | 13.92% | $1,392 |
TBILL | 9.47% | $947 |
REITSIM | 15.35% | $1,535 |
GLDSIM | 10.16% | $1,016 |
| Total | 100.00% | $10,000 |