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-17.96%4.17%2.57%11.15%-25.70%-1.070.14%
Alpha Architect Robust Portfolio-22.87%6.64%1.98%14.80%-32.65%-1.080.40%
Aronson Family Taxable Portfolio-22.50%6.71%3.50%13.24%-27.89%-1.160.19%
Bill Bernstein Coward's Portfolio-18.54%6.73%1.98%12.94%-29.38%-0.920.15%
Bill Bernstein No Brainer Portfolio-21.96%7.78%2.54%14.83%-32.16%-1.010.04%
Bill Schultheis Coffee House Portfolio-19.49%6.73%2.80%12.77%-30.12%-0.980.05%
Bob Clyatt Sandwich Portfolio-21.27%5.87%2.17%11.39%-25.34%-1.190.17%
Bogleheads Four-fund Portfolio-22.78%7.20%2.84%14.56%-30.27%-1.060.04%
Bogleheads Three-fund Portfolio-22.88%8.34%2.74%14.78%-31.08%-1.010.04%
Cloud Computing Stocks Portfolio-58.50%22.01%0.70%33.33%-64.14%-1.200.00%
Conservative Portfolio-20.98%5.20%2.34%9.67%-21.51%-1.300.07%
Crypto Portfolio-63.20%57.66%1.71%71.78%-91.88%-0.820.02%
David Swensen Lazy Portfolio-22.71%6.78%3.61%13.66%-31.24%-1.050.11%
David Swensen Yale Endowment Portfolio-24.14%6.56%3.81%12.49%-27.67%-1.180.13%
Dividend-Paying Stocks Portfolio-13.39%7.99%3.23%14.78%-26.80%-0.470.00%
FAAMG Portfolio-29.22%22.93%0.33%25.03%-34.22%-0.760.00%
FAANG Portfolio-38.50%21.73%0.12%27.29%-47.18%-1.000.00%
FANG Plus Portfolio-45.10%27.04%0.07%32.12%-49.74%-0.690.00%
FANG Portfolio-45.97%19.14%0.00%29.31%-55.07%-1.130.00%
Frank Armstrong’s Ideal Index Portfolio-19.92%6.16%2.46%13.78%-31.49%-1.010.12%
FundAdvice Ultimate Buy & Hold Portfolio-18.72%5.08%3.45%11.82%-27.38%-1.090.14%
Golden Butterfly Portfolio-19.70%5.37%1.38%10.01%-22.11%-1.150.20%
Gone Fishin’ Portfolio-21.22%5.75%3.35%13.34%-29.77%-1.150.12%
Growth Portfolio-23.05%8.45%2.63%14.91%-31.35%-1.010.05%
Gyroscopic Investing Desert Portfolio-18.37%5.15%1.85%8.31%-18.65%-1.160.06%
Harry Browne Permanent Portfolio-20.16%4.11%1.26%7.87%-20.46%-1.410.18%
Income Portfolio-19.09%3.07%2.20%6.44%-19.76%-1.730.08%
Larry Swedroe Minimize FatTails Portfolio-13.89%2.96%3.85%7.79%-19.55%-1.210.17%
Larry Swedroe Simple Portfolio-16.82%6.03%5.14%12.80%-30.20%-0.910.20%
Mebane Faber Ivy Portfolio-21.96%5.19%2.41%13.13%-30.71%-1.070.22%
Moderate Portfolio-22.20%6.96%2.49%12.51%-26.96%-1.110.06%
Nasdaq-100 Portfolio-30.41%15.86%0.72%20.62%-32.65%-0.880.20%
Paul Merriman Ultimate Portfolio-21.93%7.26%3.63%16.87%-38.57%-1.010.16%
Pinwheel Portfolio-20.83%5.30%2.55%12.59%-28.78%-1.120.09%
Ray Dalio All Weather Portfolio-22.52%4.84%1.76%8.37%-22.96%-1.470.19%
Ray Dalio All Weather Portfolio 2x Leveraged-42.16%8.12%0.30%18.75%-42.82%-1.100.94%
Rick Ferri Core Four Portfolio-23.16%8.27%2.82%14.72%-31.88%-1.010.04%
Roger Gibson Five Asset Portfolio-19.86%4.66%2.74%12.88%-30.10%-1.030.22%
Roger Gibson Talmud Portfolio-23.39%7.21%3.01%13.90%-32.02%-1.020.06%
S&P 500 Portfolio-21.63%11.81%1.68%17.02%-33.72%-0.720.09%
Scott Burns Couch Portfolio-20.49%7.57%4.97%11.87%-25.48%-0.960.11%
Scott Burns Margaritaville Portfolio-21.39%6.32%4.68%12.52%-26.91%-1.120.10%
Second Grader's Starter Portfolio-23.03%9.11%2.68%15.98%-32.89%-0.950.04%
Semiconductor Stocks Portfolio-41.92%25.55%2.02%30.65%-43.72%-0.680.00%
Simple Path to Wealth Portfolio-22.32%9.79%2.17%14.99%-31.05%-0.900.03%
Stocks/Bonds 20/80 Portfolio-18.11%4.25%2.36%6.97%-18.54%-1.440.03%
Stocks/Bonds 40/60 Leveraged Portfolio-57.65%14.10%1.15%33.98%-58.26%-0.870.65%
Stocks/Bonds 40/60 Portfolio-20.31%6.68%2.29%10.45%-22.41%-1.090.03%
Stocks/Bonds 60/40 Portfolio-21.63%8.59%2.22%13.26%-27.93%-0.960.03%
Stocks/Bonds 80/20 Portfolio-22.51%10.16%2.15%15.52%-31.95%-0.880.03%
Tech Stocks Dividend Portfolio-21.84%16.19%3.05%21.73%-29.19%-0.460.00%
Tim Maurer Simple Money Portfolio-19.79%5.10%2.69%11.78%-26.85%-1.240.23%
Total Stock Market Portfolio-23.14%11.47%2.08%17.38%-35.00%-0.840.03%
Warren Buffett's 90/10 Portfolio-21.25%11.31%1.66%16.47%-32.83%-0.730.03%