Community Portfolios
Browse a wide range of community portfolios shared by PortfoliosLab investors. Analyze returns, risk metrics, and asset allocations, then use advanced filters to uncover useful strategies, compare approaches, and find ideas that fit different market environments.
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Portfolio Name | User | 1D Return | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Current Drawdown | Expense Ratio | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D's 6-Fund 70/30 | Dave Lamb | 1.80% | 2.44% | 10.60% | 2.41% | 78 | -24.05% | -1.55% | 0.04% | 2.67 | 4.33 | 1.60 | 19.29 | 4.39 | 1.33% |
| D's IRA | Mark Saffitz | 1.23% | -2.33% | 18.06% | 3.09% | 34 | -28.08% | -4.64% | 0.09% | 2.05 | 3.39 | 1.44 | 10.58 | 3.31 | 2.58% |
| D0W+ | Keith | 3.34% | 7.24% | 23.44% | 1.40% | 96 | -49.70% | -2.71% | 0.00% | 3.95 | 6.24 | 1.81 | 26.71 | 6.54 | 2.36% |
| d123 | infy | 2.92% | 5.39% | — | 16.31% | — | -14.83% | -6.42% | 0.61% | — | — | — | — | — | — |
| D5fdT68s_$_36.78% | ElevatorNumbFire | 1.11% | -6.61% | 41.03% | 1.14% | 7 | -44.86% | -13.40% | 0.03% | 1.52 | 2.27 | 1.25 | -1.07 | -0.48 | 8.57% |
| DA WIN | Eric Liu | 1.72% | 3.23% | — | 2.73% | 80 | -11.94% | -0.29% | 0.30% | 2.67 | 4.07 | 1.56 | 22.80 | 5.48 | 1.38% |
| Dab | david moreno | 2.70% | 2.70% | — | 1.20% | 77 | -33.33% | -2.04% | 0.34% | 2.71 | 4.21 | 1.57 | 20.91 | 4.69 | 2.07% |
| DAC Aggressive | Tom Nguyen | 3.25% | 0.44% | 35.64% | 1.22% | 58 | -27.55% | -4.84% | 0.03% | 2.54 | 3.90 | 1.47 | 18.48 | 4.34 | 2.55% |
| Dacc | Diego Cabrera | 1.80% | -13.49% | 23.01% | 0.24% | 11 | -51.29% | -15.83% | 0.00% | 1.27 | 2.09 | 1.26 | 4.82 | 1.46 | 6.01% |
| dacoldesttoevadoit | Hunter Purkey | 5.53% | 20.74% | — | 0.22% | 95 | -37.93% | 0.00% | 0.00% | 4.55 | 4.88 | 1.67 | 37.92 | 11.76 | 4.36% |
| DAD | scott dingman | 1.92% | 7.94% | — | 11.37% | 73 | -16.40% | -4.73% | 0.38% | 2.96 | 3.83 | 1.48 | 13.71 | 4.65 | 4.71% |
| Dad 1 | Kyle | 2.20% | 2.14% | — | 2.59% | 93 | -20.46% | -0.50% | 0.11% | 3.18 | 5.23 | 1.72 | 27.04 | 5.90 | 1.44% |
| Dad 100% | Kyle | 2.19% | 0.47% | — | 2.07% | 73 | -20.24% | -1.62% | 0.06% | 2.59 | 4.20 | 1.58 | 20.23 | 4.42 | 1.58% |
| Dad example | Blake Andrus | 1.66% | 3.27% | — | 5.82% | 63 | -12.43% | -1.59% | 0.20% | 2.42 | 4.06 | 1.57 | 18.60 | 4.23 | 1.24% |
| Dad Fidelity Golden Butterfly variant. GWX substitute for AVDV. | David Massinople | 1.61% | 4.46% | 8.04% | 2.55% | 70 | -20.51% | -3.64% | 0.19% | 3.05 | 4.22 | 1.62 | 14.63 | 3.55 | 1.92% |
| Dad IRA current | Casey LouLou | 1.95% | 2.33% | 8.71% | 2.71% | 69 | -21.33% | -1.80% | 0.06% | 2.64 | 4.18 | 1.58 | 16.35 | 3.77 | 1.44% |
| Dad May 7 | Alex White | 5.50% | 20.75% | — | 0.29% | 54 | -26.10% | -0.84% | 0.02% | 2.74 | 3.39 | 1.44 | 13.14 | 4.57 | 6.65% |
| Dad's Edge | Casey LouLou | 2.87% | -4.35% | 25.35% | 0.19% | 17 | -84.36% | -8.67% | 0.00% | 1.52 | 2.41 | 1.31 | 6.36 | 2.32 | 5.55% |
| Dad's fidelity | Patrick Castor | 0.00% | -5.24% | — | 1.02% | 8 | -37.74% | -7.51% | 0.02% | 1.40 | 1.98 | 1.26 | 1.07 | 0.34 | 4.69% |
| Dad's fidelity | Patrick Castor | 0.00% | -2.56% | — | 1.49% | 13 | -27.68% | -5.57% | 0.01% | 1.78 | 2.50 | 1.33 | 3.00 | 0.91 | 3.35% |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to easily compare all lazy portfolios in one view using annualized return and standard deviation for the specified period. When comparing several portfolios, preference is typically given to the one that has a higher return and lower volatility (indicated on the chart in green).
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5 Years