PortfoliosLab logo

Welcome to PortfoliosLab

Here you can find powerful investment research and analysis tools

Lazy Portfolios


Portfolio NameYTD Return10Y ReturnDiv. Yield10Y VolatilityMax. DrawdownSharpe RatioExpense Ratio
7Twelve Portfolio-7.17%5.64%2.19%11.07%-25.70%-0.300.14%
Alpha Architect Robust Portfolio-11.60%8.44%1.53%14.66%-32.65%-0.480.40%
Aronson Family Taxable Portfolio-10.56%8.56%3.02%13.08%-27.89%-0.480.19%
Bill Bernstein Coward's Portfolio-7.23%8.44%1.56%12.80%-29.38%-0.250.15%
Bill Bernstein No Brainer Portfolio-9.63%9.81%2.17%14.68%-32.16%-0.370.04%
Bill Schultheis Coffee House Portfolio-7.76%8.50%2.25%12.63%-30.12%-0.280.05%
Bob Clyatt Sandwich Portfolio-10.12%7.56%1.75%11.24%-25.34%-0.490.17%
Bogleheads Four-fund Portfolio-10.72%9.00%2.33%14.47%-30.27%-0.420.04%
Bogleheads Three-fund Portfolio-10.68%10.36%2.25%14.63%-31.08%-0.390.04%
Cloud Computing Stocks Portfolio-46.29%26.84%0.63%33.25%-63.92%-0.980.00%
Conservative Portfolio-10.53%6.78%2.02%9.52%-21.20%-0.600.07%
Crypto Portfolio-46.83%64.70%1.46%71.81%-91.88%-0.770.02%
David Swensen Lazy Portfolio-10.28%8.65%2.82%13.52%-31.24%-0.320.11%
David Swensen Yale Endowment Portfolio-11.74%8.40%2.99%12.33%-27.67%-0.430.13%
Dividend-Paying Stocks Portfolio-4.66%9.21%2.95%14.69%-26.79%-0.150.00%
FAAMG Portfolio-15.93%25.85%0.27%24.99%-34.22%-0.300.00%
FAANG Portfolio-28.42%24.30%0.10%27.25%-47.18%-0.640.00%
FANG Plus Portfolio-29.61%31.56%0.06%31.98%-49.05%-0.180.00%
FANG Portfolio-36.59%21.74%0.00%29.28%-55.07%-0.830.00%
Frank Armstrong’s Ideal Index Portfolio-8.10%7.98%2.01%13.65%-31.49%-0.320.12%
FundAdvice Ultimate Buy & Hold Portfolio-7.74%6.74%2.89%11.70%-27.38%-0.390.14%
Golden Butterfly Portfolio-8.51%7.16%1.11%9.84%-22.11%-0.390.20%
Gone Fishin’ Portfolio-9.45%7.34%2.91%13.26%-29.77%-0.450.12%
Growth Portfolio-10.75%10.49%2.13%14.76%-31.35%-0.380.05%
Gyroscopic Investing Desert Portfolio-8.65%6.62%1.57%8.16%-17.75%-0.450.06%
Harry Browne Permanent Portfolio-10.63%5.61%1.00%7.74%-18.24%-0.620.18%
Income Portfolio-10.33%4.32%1.96%6.30%-17.99%-0.950.08%
Larry Swedroe Minimize FatTails Portfolio-5.50%4.13%3.32%7.70%-19.55%-0.450.17%
Larry Swedroe Simple Portfolio-5.43%7.79%4.34%12.68%-30.20%-0.220.20%
Mebane Faber Ivy Portfolio-9.18%7.02%1.83%12.98%-30.71%-0.270.22%
Moderate Portfolio-10.66%8.80%2.07%12.35%-26.96%-0.460.06%
Nasdaq-100 Portfolio-16.70%18.47%0.56%20.43%-32.65%-0.340.20%
Paul Merriman Ultimate Portfolio-8.77%9.48%2.98%16.75%-38.57%-0.330.16%
Pinwheel Portfolio-8.99%6.87%2.13%12.51%-28.78%-0.380.09%
Ray Dalio All Weather Portfolio-12.47%6.25%1.43%8.23%-21.01%-0.710.19%
Ray Dalio All Weather Portfolio 2x Leveraged-24.24%11.28%0.28%18.37%-40.87%-0.530.94%
Rick Ferri Core Four Portfolio-10.67%10.28%2.23%14.57%-31.88%-0.350.04%
Roger Gibson Five Asset Portfolio-7.72%6.34%2.13%12.81%-30.10%-0.220.22%
Roger Gibson Talmud Portfolio-10.48%9.10%2.16%13.74%-32.02%-0.260.06%
S&P 500 Portfolio-9.41%13.90%1.41%16.87%-33.72%-0.130.09%
Scott Burns Couch Portfolio-9.43%9.26%4.13%11.72%-25.48%-0.310.11%
Scott Burns Margaritaville Portfolio-10.21%8.08%3.97%12.39%-26.91%-0.450.10%
Second Grader's Starter Portfolio-10.65%11.20%2.16%15.83%-32.89%-0.350.04%
Semiconductor Stocks Portfolio-24.58%27.94%1.61%30.45%-41.00%-0.060.00%
Simple Path to Wealth Portfolio-10.20%11.77%1.63%14.83%-31.05%-0.290.03%
Stocks/Bonds 20/80 Portfolio-9.49%5.43%2.10%6.84%-17.74%-0.700.03%
Stocks/Bonds 40/60 Leveraged Portfolio-35.16%19.23%0.93%33.35%-58.05%-0.430.65%
Stocks/Bonds 40/60 Portfolio-9.86%8.22%1.93%10.29%-22.41%-0.430.03%
Stocks/Bonds 60/40 Portfolio-10.09%10.41%1.76%13.09%-27.93%-0.330.03%
Stocks/Bonds 80/20 Portfolio-10.23%12.19%1.59%15.35%-31.95%-0.280.03%
Tech Stocks Dividend Portfolio-7.60%18.43%2.49%21.58%-29.19%0.140.00%
Tim Maurer Simple Money Portfolio-8.61%6.86%2.32%11.64%-26.85%-0.530.23%
Total Stock Market Portfolio-10.34%13.68%1.41%17.22%-35.00%-0.250.03%
Warren Buffett's 90/10 Portfolio-9.25%13.33%1.45%16.32%-32.83%-0.130.03%