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 Ratio
7Twelve Portfolio9.11%6.35%1.26%9.64%-22.46%3.11
Alpha Architect Robust Portfolio9.30%7.86%1.05%12.97%-28.81%2.97
Aronson Family Taxable Portfolio8.18%9.32%1.55%12.24%-25.12%3.05
Bill Bernstein Coward's Portfolio9.95%7.55%1.20%10.50%-21.52%2.86
Bill Bernstein No Brainer Portfolio9.12%9.55%1.69%13.41%-27.91%2.97
Bill Schultheis Coffee House Portfolio8.82%8.48%2.06%10.67%-24.01%2.75
Bob Clyatt Sandwich Portfolio6.53%7.40%1.19%9.13%-18.13%2.82
Bogleheads Four-fund Portfolio9.08%10.57%1.66%13.26%-28.24%2.95
Bogleheads Three-fund Portfolio9.08%9.97%1.72%13.84%-28.12%2.95
Cloud Computing Stocks Portfolio4.37%37.32%0.60%25.64%-29.48%1.76
Conservative Portfolio3.03%6.64%1.73%7.23%-15.68%2.66
David Swensen Lazy Portfolio9.12%8.31%1.81%11.95%-25.66%2.74
David Swensen Yale Endowment Portfolio7.39%9.41%1.85%11.26%-24.30%2.58
Dividend-Paying Stocks Portfolio6.39%11.11%2.61%15.06%-27.63%1.89
FAAMG Portfolio13.20%31.81%0.30%22.95%-27.28%2.08
FAANG Portfolio8.90%38.35%0.13%24.86%-30.93%1.80
FANG Plus Portfolio3.84%33.29%0.07%26.59%-34.13%2.79
FANG Portfolio11.46%40.20%0.00%26.77%-32.10%1.56
Frank Armstrong’s Ideal Index Portfolio10.52%7.35%1.40%12.30%-25.37%2.88
FundAdvice Ultimate Buy & Hold Portfolio8.25%6.57%1.81%10.32%-21.19%2.80
Golden Butterfly Portfolio5.75%8.32%0.84%7.75%-15.83%2.48
Gone Fishin’ Portfolio8.76%8.68%1.93%11.62%-26.04%3.03
Growth Portfolio9.06%10.03%1.61%13.88%-28.25%2.96
Gyroscopic Investing Desert Portfolio2.24%6.57%1.61%5.15%-8.85%2.18
Harry Browne Permanent Portfolio-0.55%6.56%0.85%6.46%-11.14%1.29
Income Portfolio0.07%4.81%1.79%4.73%-10.79%2.29
Larry Swedroe Minimize FatTails Portfolio5.85%4.56%1.05%6.02%-13.45%3.07
Larry Swedroe Simple Portfolio11.73%7.93%1.44%11.05%-25.44%3.06
Mebane Faber Ivy Portfolio12.00%5.67%1.47%12.20%-27.66%3.14
Moderate Portfolio6.02%8.39%1.67%10.41%-21.72%2.82
Nasdaq-100 Portfolio6.66%20.24%0.41%19.95%-28.56%2.21
Paul Merriman Ultimate Portfolio15.83%9.11%1.84%17.77%-38.24%3.21
Pinwheel Portfolio9.24%8.19%1.55%10.65%-23.65%2.80
Ray Dalio All Weather Portfolio0.22%8.16%1.15%7.04%-13.99%1.50
Ray Dalio All Weather Portfolio 2x Leveraged3.23%15.63%0.25%14.50%-24.71%1.11
Rick Ferri Core Four Portfolio9.49%10.08%1.83%13.74%-28.73%2.87
Roger Gibson Five Asset Portfolio12.68%6.52%1.71%11.65%-27.82%3.26
Roger Gibson Talmud Portfolio8.81%9.27%2.29%11.88%-26.60%2.31
S&P 500 Portfolio13.27%14.40%1.32%17.26%-33.72%2.83
Scott Burns Couch Portfolio6.68%9.06%1.31%8.59%-19.76%2.94
Scott Burns Margaritaville Portfolio7.81%8.05%1.55%11.39%-23.92%3.07
Second Grader's Starter Portfolio10.24%10.76%1.58%15.67%-31.07%3.01
Semiconductor Stocks Portfolio6.44%25.98%1.37%28.09%-35.76%2.12
Simple Path to Wealth Portfolio8.84%11.78%1.55%13.04%-26.82%2.79
Stocks/Bonds 20/80 Portfolio0.44%5.66%2.10%4.67%-10.51%2.02
Stocks/Bonds 40/60 Leveraged Portfolio-5.74%30.95%1.79%22.66%-32.14%1.14
Stocks/Bonds 40/60 Portfolio3.46%7.96%1.90%7.18%-15.64%2.47
Stocks/Bonds 60/40 Portfolio6.52%10.17%1.70%10.41%-21.85%2.67
Stocks/Bonds 80/20 Portfolio9.62%12.30%1.50%13.94%-28.47%2.83
Tech Stocks Dividend Portfolio17.84%16.98%2.04%21.10%-30.79%2.88
Tim Maurer Simple Money Portfolio8.74%7.11%1.26%10.33%-21.12%2.81
Total Stock Market Portfolio12.76%14.32%1.29%17.65%-35.00%2.98
Warren Buffett's 90/10 Portfolio11.91%13.23%1.40%15.58%-30.73%2.78