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-8.32%4.74%2.45%9.92%-22.46%-0.580.14%
Alpha Architect Robust Portfolio-11.11%6.61%1.75%12.74%-28.81%-0.600.40%
Aronson Family Taxable Portfolio-15.23%6.91%3.14%12.16%-25.12%-0.900.19%
Bill Bernstein Coward's Portfolio-9.09%6.40%1.83%10.07%-21.52%-0.650.15%
Bill Bernstein No Brainer Portfolio-13.81%7.86%2.28%13.17%-27.91%-0.730.04%
Bill Schultheis Coffee House Portfolio-12.07%6.78%2.46%10.64%-24.01%-0.760.05%
Bob Clyatt Sandwich Portfolio-13.02%5.59%2.02%9.00%-20.47%-0.960.17%
Bogleheads Four-fund Portfolio-14.65%7.57%2.42%13.76%-28.24%-0.750.04%
Bogleheads Three-fund Portfolio-14.72%8.32%2.33%13.60%-28.12%-0.750.04%
Cloud Computing Stocks Portfolio-33.98%23.04%0.61%26.97%-44.98%-0.950.00%
Conservative Portfolio-13.89%4.60%2.15%7.58%-22.18%-1.130.07%
Crypto Portfolio-33.21%52.76%1.51%37.84%-54.86%-0.980.02%
David Swensen Lazy Portfolio-14.92%6.61%3.13%11.69%-25.66%-0.860.11%
David Swensen Yale Endowment Portfolio-18.08%6.82%3.29%11.47%-26.64%-1.010.13%
Dividend-Paying Stocks Portfolio1.83%10.16%2.95%14.98%-27.63%0.440.00%
FAAMG Portfolio-39.38%20.88%0.33%25.73%-46.78%-1.040.00%
FAANG Portfolio-41.35%21.85%0.13%27.35%-48.98%-1.010.00%
FANG Plus Portfolio-30.20%22.42%0.07%28.58%-44.19%-0.760.00%
FANG Portfolio-46.29%19.68%0.00%29.08%-55.92%-1.050.00%
Frank Armstrong’s Ideal Index Portfolio-10.41%6.20%2.22%11.64%-25.37%-0.650.12%
FundAdvice Ultimate Buy & Hold Portfolio-10.16%5.13%3.09%9.92%-21.19%-0.710.14%
Golden Butterfly Portfolio-11.17%5.91%1.34%8.13%-19.59%-0.870.20%
Gone Fishin’ Portfolio-12.56%6.23%3.07%12.00%-26.03%-0.760.12%
Growth Portfolio-15.14%8.33%2.21%13.64%-28.25%-0.760.05%
Gyroscopic Investing Desert Portfolio-10.66%4.58%1.81%5.68%-16.15%-1.040.06%
Harry Browne Permanent Portfolio-12.01%4.10%1.25%6.90%-19.44%-1.070.18%
Income Portfolio-13.36%2.62%2.12%5.42%-21.20%-1.400.08%
Larry Swedroe Minimize FatTails Portfolio-8.34%3.00%3.68%6.00%-14.59%-1.020.17%
Larry Swedroe Simple Portfolio-8.68%6.26%4.50%10.85%-25.44%-0.560.20%
Mebane Faber Ivy Portfolio-9.90%4.83%2.10%11.96%-27.66%-0.520.22%
Moderate Portfolio-14.48%6.50%2.18%10.45%-23.53%-0.910.06%
Nasdaq-100 Portfolio-28.30%17.03%0.69%21.05%-35.12%-0.890.20%
Paul Merriman Ultimate Portfolio-13.92%7.69%3.12%16.90%-38.24%-0.620.16%
Pinwheel Portfolio-12.39%5.79%2.46%11.05%-23.65%-0.780.09%
Ray Dalio All Weather Portfolio-15.87%4.91%1.68%7.93%-24.28%-1.150.19%
Ray Dalio All Weather Portfolio 2x Leveraged-27.81%9.00%0.24%16.26%-41.12%-1.010.94%
Rick Ferri Core Four Portfolio-15.50%8.34%2.38%13.53%-28.73%-0.780.04%
Roger Gibson Five Asset Portfolio-10.12%5.09%2.37%11.99%-27.82%-0.570.22%
Roger Gibson Talmud Portfolio-17.32%7.19%2.56%11.98%-26.60%-0.940.06%
S&P 500 Portfolio-15.61%12.89%1.56%17.35%-33.72%-0.600.09%
Scott Burns Couch Portfolio-13.31%7.00%4.37%9.13%-19.76%-0.890.11%
Scott Burns Margaritaville Portfolio-13.71%6.28%4.11%11.27%-23.92%-0.840.10%
Second Grader's Starter Portfolio-15.39%9.12%2.23%15.32%-31.07%-0.720.04%
Semiconductor Stocks Portfolio-29.34%29.01%1.91%29.76%-43.28%-0.720.00%
Simple Path to Wealth Portfolio-15.32%9.88%1.80%13.29%-26.82%-0.770.03%
Stocks/Bonds 20/80 Portfolio-12.21%3.58%2.31%5.39%-18.52%-1.330.03%
Stocks/Bonds 40/60 Leveraged Portfolio-43.34%14.34%1.16%21.11%-55.26%-1.200.65%
Stocks/Bonds 40/60 Portfolio-13.28%5.93%2.12%7.73%-19.79%-1.070.03%
Stocks/Bonds 60/40 Portfolio-14.42%8.22%1.94%10.79%-21.85%-0.870.03%
Stocks/Bonds 80/20 Portfolio-15.63%10.43%1.75%14.15%-28.47%-0.740.03%
Tech Stocks Dividend Portfolio-16.49%16.72%2.69%21.29%-30.79%-0.550.00%
Tim Maurer Simple Money Portfolio-10.95%5.48%2.53%10.02%-21.12%-0.750.23%
Total Stock Market Portfolio-16.91%12.56%1.57%17.70%-35.00%-0.650.03%
Warren Buffett's 90/10 Portfolio-14.47%11.84%1.61%15.70%-30.73%-0.610.03%