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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fid Growth+Income 60/35/5 | Gary Wells | 0.61% | -0.83% | — | 2.61% | 58 | -21.25% | -3.65% | 0.32% | 1.37 | 1.97 | 1.29 | 8.91 | 1.96 | 1.65% |
| FiD IRA | Apostle Michael | 0.97% | -3.70% | 12.64% | 9.74% | 48 | -50.52% | -6.63% | 0.63% | 1.18 | 1.78 | 1.25 | 7.98 | 1.91 | 2.55% |
| Fid minimal | Gary Wells | 0.46% | -0.55% | — | 2.58% | 64 | -19.99% | -3.37% | 0.02% | 1.44 | 2.07 | 1.30 | 8.95 | 2.04 | 1.46% |
| Fid moderate 50/40/10 | Gary Wells | 0.60% | -1.01% | — | 3.38% | 52 | -19.72% | -3.44% | 0.31% | 1.28 | 1.86 | 1.27 | 8.28 | 1.89 | 1.48% |
| FID R-STRAT | CB | -1.88% | 16.80% | 22.47% | 0.41% | 98 | -39.31% | -8.51% | 0.09% | 3.39 | 4.06 | 1.58 | 24.71 | 6.19 | 3.32% |
| Fid roth no stocks 7 | dkr1632 | 0.03% | 1.19% | — | 2.71% | 60 | -18.57% | -3.60% | 0.06% | 1.35 | 1.98 | 1.31 | 9.35 | 1.84 | 1.83% |
| Fid tax-efficient 50/50 | Gary Wells | 0.52% | -0.70% | — | 2.18% | 66 | -16.63% | -3.60% | 0.15% | 1.52 | 2.16 | 1.32 | 9.00 | 1.98 | 1.45% |
| Fid Van Defense 505 | Guy Orlowski | -0.05% | 3.36% | — | 2.86% | 86 | -7.71% | -4.34% | 0.20% | 1.94 | 2.72 | 1.40 | 12.57 | 3.12 | 1.71% |
| Fid-80-20 | Sean Royama | 0.76% | -1.14% | — | 2.81% | 47 | -24.17% | -4.60% | 0.20% | 1.21 | 1.78 | 1.26 | 7.99 | 1.76 | 2.05% |
| Fid-Brk1 | MA | 0.04% | -3.14% | — | 1.43% | 35 | -35.21% | -5.56% | 0.06% | 1.03 | 1.57 | 1.24 | 7.45 | 1.59 | 2.59% |
| FID-TP | Shan Lu | 0.66% | -1.60% | 9.82% | 4.18% | 43 | -25.61% | -4.77% | 0.39% | 1.19 | 1.75 | 1.25 | 7.55 | 1.72 | 2.03% |
| Fid9/2025 | Kathy Schroeder | 0.16% | -2.33% | — | 2.63% | 48 | -18.19% | -5.07% | 0.27% | 1.17 | 1.74 | 1.26 | 8.49 | 1.84 | 2.50% |
| Fide | kalius | -0.45% | -3.42% | — | 3.73% | 34 | -16.30% | -11.13% | 0.44% | 1.11 | 1.65 | 1.22 | 6.22 | 1.64 | 3.99% |
| Fide | Mark Webb | 0.38% | -2.10% | — | 1.09% | 76 | -23.92% | -6.86% | 0.02% | 1.60 | 2.21 | 1.31 | 10.38 | 3.83 | 3.72% |
| fide | Joy Lomax | 1.28% | -8.65% | 16.26% | 1.22% | 24 | -36.68% | -11.55% | 0.01% | 0.60 | 0.92 | 1.14 | 5.68 | 2.00 | 5.77% |
| Fidelity | Nayan Banik | 0.00% | -1.48% | — | 9.76% | 38 | -19.74% | -4.26% | 0.15% | 1.05 | 1.59 | 1.25 | 8.18 | 1.61 | 2.46% |
| Fidelity | Mike | 0.07% | 2.15% | 16.75% | 1.43% | 56 | -31.43% | -3.18% | 0.12% | 1.24 | 1.83 | 1.30 | 9.65 | 1.90 | 2.59% |
| FIDELITY | Andrew Greenhoe | 1.71% | -11.39% | — | 0.00% | 92 | -94.18% | -50.13% | 0.00% | 3.28 | 3.19 | 1.37 | 13.67 | 6.23 | 24.49% |
| Fidelity | Christine | 0.23% | -2.67% | — | 1.21% | 34 | -25.24% | -5.08% | 0.06% | 1.02 | 1.55 | 1.23 | 7.57 | 1.64 | 2.56% |
| Fidelity | Jacob | 0.97% | -0.83% | — | 1.67% | 58 | -34.42% | -6.03% | 0.03% | 1.34 | 1.94 | 1.29 | 9.00 | 1.96 | 2.56% |
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