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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FI Analysis | Gregory Rosson | 0.02% | -0.69% | 3.01% | 4.29% | 40 | -15.02% | -1.70% | 0.49% | 1.28 | 1.80 | 1.24 | 5.65 | 1.61 | 0.67% |
| FI Mkt Cap DFA | Brian McClinton | -0.19% | 1.65% | — | 2.05% | 69 | -24.28% | -5.77% | 0.15% | 1.51 | 2.15 | 1.33 | 9.95 | 2.15 | 2.54% |
| FIA Alternative Sleeve | Michael Furness | 0.03% | 4.26% | 10.08% | 2.15% | 51 | -36.51% | -3.57% | 0.64% | 1.27 | 1.90 | 1.26 | 8.44 | 1.79 | 2.53% |
| FIA Oppurtuninstic | Michael Furness | 2.88% | 47.57% | — | 0.08% | 100 | -38.77% | -2.54% | 0.00% | 7.32 | 5.25 | 1.77 | 57.00 | 16.58 | 6.62% |
| FICO AXON TPL EME BTC GLD | Paco de la Paz | -0.60% | -0.68% | 54.20% | 0.10% | 6 | -56.75% | -13.38% | 0.08% | 0.35 | 0.67 | 1.08 | -0.59 | -0.25 | 6.77% |
| FICO EME AXON TPL PLTR TSLA SPY GLD BTC | Paco de la Paz | -0.82% | -4.46% | — | 0.08% | 11 | -36.36% | -13.92% | 0.05% | 0.72 | 1.19 | 1.14 | 0.09 | 0.04 | 7.10% |
| FICO10 TPL10 EME10 AXON10 SPY10 GLD25 BTC25 | Paco de la Paz | -0.84% | -2.60% | 53.24% | 0.18% | 7 | -59.85% | -12.06% | 0.11% | 0.50 | 0.87 | 1.10 | -0.70 | -0.29 | 6.15% |
| Fid | Bashar | 0.83% | -4.85% | — | 0.08% | 56 | -59.49% | -15.33% | 0.00% | 1.39 | 2.06 | 1.27 | 6.33 | 2.51 | 8.28% |
| Fid | Bashar | 0.57% | -1.26% | — | 0.18% | 96 | -17.68% | -10.01% | 0.00% | 2.75 | 3.20 | 1.45 | 24.09 | 6.55 | 4.81% |
| Fid | SSS | 0.22% | 4.67% | — | 2.35% | 64 | -33.65% | -29.23% | 0.09% | 1.56 | 2.21 | 1.36 | 4.24 | 2.43 | 19.26% |
| fid | Raj Verma | 0.02% | 0.23% | — | 1.91% | 57 | -30.64% | -4.81% | 0.29% | 1.32 | 1.99 | 1.29 | 8.55 | 1.78 | 2.26% |
| Fid | Raymond Doyal | 0.55% | -6.23% | — | 109.27% | 11 | -20.26% | -14.65% | 0.99% | 0.61 | 0.98 | 1.13 | 2.01 | 0.79 | 7.40% |
| Fid + Schwab | Gary Wells | -0.02% | -2.01% | — | 4.07% | 53 | -11.35% | -3.21% | 0.61% | 1.31 | 1.93 | 1.29 | 8.13 | 1.72 | 1.67% |
| Fid 3M 60-20-20 | David | 0.70% | -1.37% | — | 1.97% | 52 | -29.04% | -4.89% | 0.11% | 1.26 | 1.84 | 1.27 | 8.46 | 1.82 | 2.14% |
| Fid Balanced 50/40/10 | Gary Wells | 0.52% | -0.66% | — | 2.73% | 62 | -19.74% | -3.15% | 0.31% | 1.42 | 2.03 | 1.30 | 9.01 | 1.99 | 1.44% |
| Fid Balanced ETF 50/50 | Gary Wells | 0.08% | -0.36% | — | 2.88% | 63 | -7.90% | -3.09% | 0.29% | 1.44 | 2.12 | 1.31 | 8.99 | 2.02 | 1.38% |
| Fid Balanced iShares ETF 50/50 | Gary Wells | 0.04% | -0.31% | — | 2.93% | 59 | -19.09% | -3.46% | 0.05% | 1.36 | 1.99 | 1.29 | 8.49 | 1.95 | 1.50% |
| Fid Broke Stocks | Mike Bailey | -0.59% | -4.80% | — | 1.27% | 56 | -26.91% | -15.32% | 0.02% | 1.40 | 2.01 | 1.27 | 7.09 | 2.17 | 5.89% |
| Fid brokerage | Gary Wells | 0.49% | -1.76% | — | 3.89% | 76 | -19.39% | -2.36% | 0.72% | 1.61 | 2.35 | 1.34 | 10.88 | 2.60 | 1.11% |
| Fid Freedom 2070 | J.M.H Powers | 1.10% | 0.37% | — | 2.44% | 67 | -34.40% | -6.27% | 0.13% | 1.47 | 2.10 | 1.31 | 9.61 | 2.15 | 2.67% |
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