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.
No active filters, add you first filter to start
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend Growth 01-23-26 | Jared Walsh | 0.42% | 7.10% | — | 2.14% | 96 | -32.89% | -4.84% | 0.07% | 3.76 | 5.40 | 1.74 | 17.34 | 4.37 | 2.08% |
| Dividend Growth 03/18/26 | Jared Walsh | 0.41% | 8.77% | — | 2.18% | 96 | -33.45% | -4.55% | 0.05% | 3.83 | 5.59 | 1.78 | 18.37 | 4.30 | 1.95% |
| Dividend Growth REIT | Kyle Sochacki | 0.19% | 5.46% | — | 3.47% | 32 | -35.30% | -4.20% | 0.04% | 1.68 | 2.68 | 1.34 | 5.79 | 1.40 | 1.96% |
| Dividend Income | Crazy Dog | 0.49% | 2.29% | — | 3.48% | 67 | -15.06% | -1.24% | 0.39% | 2.04 | 3.24 | 1.44 | 9.98 | 2.08 | 1.43% |
| Dividend Income | Jacek | 1.70% | -9.54% | — | 48.22% | 8 | -24.10% | -17.76% | 0.86% | 0.63 | 1.04 | 1.12 | 0.52 | 0.21 | 8.49% |
| Dividend Income TRYING TO BEAT S&P500 | cscotney | 0.20% | 4.53% | — | 17.84% | 31 | -44.12% | -29.00% | 0.17% | 1.23 | 2.01 | 1.25 | 3.19 | 1.08 | 3.42% |
| Dividend Income Fund comparison | Jay Bookbinder | 0.43% | 3.96% | — | 8.05% | 62 | -15.08% | -3.19% | 0.29% | 1.94 | 3.17 | 1.43 | 7.97 | 1.64 | 1.65% |
| Dividend Income Portfolio | David Purcell | 0.35% | 7.63% | — | 5.31% | 79 | -13.73% | -2.94% | 0.25% | 2.37 | 3.88 | 1.51 | 10.58 | 2.14 | 1.64% |
| Dividend Income SCHD/VNQ/VGSH | Kyle Sochacki | 0.14% | 7.21% | 8.09% | 3.67% | 46 | -26.83% | -2.81% | 0.07% | 1.64 | 2.54 | 1.32 | 5.50 | 1.31 | 1.61% |
| Dividend investment pie | Michael Ajih | 0.28% | 5.62% | 10.46% | 2.77% | 69 | -35.51% | -4.43% | 0.17% | 2.20 | 3.38 | 1.42 | 13.35 | 3.40 | 1.66% |
| Dividend Kings | Portfolio Dude | 0.14% | 4.11% | 9.03% | 2.75% | 24 | -33.07% | -7.97% | 0.00% | 1.14 | 1.84 | 1.21 | 2.58 | 0.75 | 3.20% |
| Dividend Kings | Adam Koetsier | -0.04% | 4.72% | 9.72% | 2.93% | 18 | -31.34% | -6.17% | 0.00% | 1.07 | 1.69 | 1.20 | 2.42 | 0.74 | 2.93% |
| Dividend Max | Jean-Philippe Bessette | 0.42% | 15.80% | 14.31% | 3.01% | 94 | -47.68% | 0.00% | 0.00% | 3.22 | 4.52 | 1.60 | 16.58 | 3.53 | 2.31% |
| Dividend Oriented | Peter Petridis | 0.30% | 2.10% | — | 6.33% | 12 | -30.95% | -6.39% | 0.28% | 1.02 | 1.57 | 1.21 | 2.09 | 1.00 | 4.35% |
| Dividend paying | Eldar Perez | 0.85% | -0.31% | 14.27% | 1.89% | 8 | -36.81% | -4.76% | 0.02% | 0.74 | 1.20 | 1.15 | 0.57 | 0.21 | 3.16% |
| Dividend Portfolio | Donald Lai | 0.28% | 3.05% | — | 3.37% | 62 | -28.62% | -4.06% | 0.14% | 2.00 | 3.10 | 1.41 | 7.34 | 1.78 | 1.78% |
| Dividend Portfolio | Matthew Thomas | 0.51% | -1.93% | — | 10.56% | 17 | -28.85% | -4.55% | 0.10% | 0.87 | 1.28 | 1.17 | 4.71 | 1.77 | 3.01% |
| DIVIDEND PORTFOLIO | ANDRES | 0.19% | 12.49% | — | 3.73% | 45 | -36.30% | -4.47% | 0.02% | 1.99 | 3.03 | 1.38 | 6.48 | 1.72 | 2.29% |
| Dividend Portfolio | Jerry Hu | 0.24% | 6.55% | — | 5.69% | 41 | -17.70% | -3.48% | 0.25% | 1.87 | 2.95 | 1.39 | 6.35 | 1.39 | 1.84% |
| Dividend Portfolio | Пламен Апостолов | -0.16% | 6.07% | — | 7.04% | 10 | -43.98% | -0.80% | 0.00% | 0.95 | 1.42 | 1.18 | 0.92 | 0.35 | 3.15% |
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).
Loading graphics...
5 Years