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Pinwheel Portfolio

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Pinwheel Portfolio

Buy and Hold

CAGR

8.6%

Max DD

-36.6%

Sharpe

0.41

Allocations

Pinwheel Portfolio

US Total Stock Market15%

International Developed Equity15%

Intermediate-Term Treasury Bond15%

US Real Estate15%

US Small-Cap Value10%

Emerging Markets Equity10%

Cash10%

Gold10%

Growth of $10,000

All portfolios normalized to $10,000 starting in 1995.

Pinwheel Portfolio