PortfoliosLab logo

Welcome to PortfoliosLab

Here you can find powerful investment research and analysis tools

Performance Analysis

Risk Analysis

Optimization

Factor Model

Lazy Portfolios


Portfolio NameYTD Return10Y ReturnDiv. Yield10Y VolatilityMax. DrawdownSharpe RatioExpense Ratio
7Twelve Portfolio10.01%6.29%1.36%10.39%-22.46%1.560.15%
Alpha Architect Robust Portfolio11.66%8.00%1.12%12.94%-28.81%2.460.40%
Aronson Family Taxable Portfolio9.12%9.33%1.79%12.21%-25.12%2.410.19%
Bill Bernstein Coward's Portfolio9.99%7.56%1.18%10.48%-21.52%2.500.15%
Bill Bernstein No Brainer Portfolio10.44%9.69%1.79%13.37%-27.91%2.410.04%
Bill Schultheis Coffee House Portfolio10.17%8.58%2.05%10.66%-24.01%2.460.05%
Bob Clyatt Sandwich Portfolio7.70%7.41%1.19%9.12%-18.13%2.380.17%
Bogleheads Four-fund Portfolio11.74%10.61%1.74%13.18%-28.24%2.460.04%
Bogleheads Three-fund Portfolio11.74%10.23%1.80%13.79%-28.12%2.450.04%
Cloud Computing Stocks Portfolio20.00%38.95%0.59%25.36%-29.48%1.740.00%
Conservative Portfolio4.84%6.73%1.72%7.21%-15.68%2.060.08%
David Swensen Lazy Portfolio12.56%8.52%1.97%11.91%-25.66%2.590.11%
David Swensen Yale Endowment Portfolio11.89%9.72%2.01%11.23%-24.30%2.400.13%
Dividend-Paying Stocks Portfolio8.28%11.30%2.62%15.04%-27.63%1.370.00%
FAAMG Portfolio29.34%32.89%0.26%22.83%-27.28%2.130.00%
FAANG Portfolio21.62%38.99%0.11%24.70%-30.93%1.720.00%
FANG Plus Portfolio13.92%33.92%0.06%26.39%-34.13%2.000.00%
FANG Portfolio23.77%40.72%0.00%26.58%-32.10%1.550.00%
Frank Armstrong’s Ideal Index Portfolio10.48%7.33%1.48%12.26%-25.37%2.400.13%
FundAdvice Ultimate Buy & Hold Portfolio8.43%6.53%2.02%10.29%-21.19%2.310.14%
Golden Butterfly Portfolio6.38%8.21%0.79%7.78%-15.83%1.790.20%
Gone Fishin’ Portfolio9.30%8.53%2.10%11.81%-26.04%1.970.13%
Growth Portfolio11.68%10.29%1.69%13.82%-28.25%2.450.05%
Gyroscopic Investing Desert Portfolio4.02%6.54%1.53%6.78%-10.21%0.660.06%
Harry Browne Permanent Portfolio1.76%6.57%0.77%6.48%-11.14%0.700.18%
Income Portfolio1.49%4.82%1.74%4.73%-10.79%1.460.09%
Larry Swedroe Minimize FatTails Portfolio5.46%4.39%1.45%6.03%-13.45%2.400.17%
Larry Swedroe Simple Portfolio10.86%7.79%2.04%11.05%-25.44%2.520.20%
Mebane Faber Ivy Portfolio15.88%5.85%1.48%12.15%-27.66%2.850.23%
Moderate Portfolio8.23%8.56%1.71%10.37%-21.72%2.300.06%
Nasdaq-100 Portfolio17.64%21.22%0.37%19.91%-28.56%1.980.20%
Paul Merriman Ultimate Portfolio15.29%9.07%2.07%17.72%-38.24%2.560.18%
Pinwheel Portfolio10.35%8.11%1.60%11.56%-23.65%1.430.09%
Ray Dalio All Weather Portfolio4.70%8.42%1.07%7.04%-13.99%1.140.19%
Ray Dalio All Weather Portfolio 2x Leveraged10.64%15.99%0.28%14.52%-24.71%0.970.94%
Rick Ferri Core Four Portfolio12.81%10.37%1.87%13.69%-28.73%2.520.04%
Roger Gibson Five Asset Portfolio16.23%6.75%1.71%11.60%-27.82%2.960.23%
Roger Gibson Talmud Portfolio14.01%9.62%2.15%11.86%-26.60%2.460.06%
S&P 500 Portfolio18.44%14.95%1.27%17.22%-33.72%2.560.09%
Scott Burns Couch Portfolio10.42%9.30%1.86%8.59%-19.76%2.700.11%
Scott Burns Margaritaville Portfolio10.05%8.18%2.06%11.35%-23.92%2.480.10%
Second Grader's Starter Portfolio12.97%11.04%1.66%15.61%-31.07%2.460.05%
Semiconductor Stocks Portfolio15.02%28.35%1.31%28.00%-35.76%1.750.00%
Simple Path to Wealth Portfolio12.83%12.19%1.47%13.01%-26.82%2.500.03%
Stocks/Bonds 20/80 Portfolio2.67%5.79%2.01%4.68%-10.51%1.530.04%
Stocks/Bonds 40/60 Leveraged Portfolio13.01%32.97%1.55%22.73%-32.14%1.010.66%
Stocks/Bonds 40/60 Portfolio6.31%8.19%1.81%7.18%-15.64%2.140.04%
Stocks/Bonds 60/40 Portfolio10.01%10.51%1.62%10.40%-21.85%2.380.03%
Stocks/Bonds 80/20 Portfolio13.78%12.74%1.43%13.91%-28.47%2.540.03%
Tech Stocks Dividend Portfolio18.41%17.24%2.13%21.07%-30.79%2.180.00%
Tim Maurer Simple Money Portfolio7.99%7.01%1.38%10.31%-21.12%2.260.23%
Total Stock Market Portfolio17.61%14.87%1.23%17.61%-35.00%2.660.03%
Warren Buffett's 90/10 Portfolio16.53%13.72%1.32%15.55%-30.73%2.530.03%