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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity & iShares 40/60 | Marc | -0.05% | -0.52% | — | 3.04% | 64 | -18.41% | -3.04% | 0.22% | 1.45 | 2.11 | 1.30 | 8.84 | 2.12 | 1.22% |
| Fidelity + TIAA | Trevor Phan | 0.78% | -3.08% | — | 2.22% | 38 | -33.74% | -5.40% | 0.02% | 1.07 | 1.61 | 1.25 | 7.84 | 1.62 | 2.49% |
| Fidelity - IRA Optimized | Srinivas Rao D | 0.25% | 0.75% | 11.77% | 2.25% | 45 | -23.88% | -3.28% | 0.05% | 1.18 | 1.73 | 1.27 | 8.00 | 1.64 | 1.93% |
| Fidelity - Traditional IRA | Srinivas Rao D | 0.19% | -1.97% | 17.77% | 1.79% | 22 | -26.44% | -4.21% | 0.05% | 1.02 | 1.55 | 1.22 | 2.00 | 0.60 | 2.09% |
| Fidelity 1 | Robert MacLaren | 0.34% | 2.36% | 6.10% | 2.92% | 51 | -24.28% | -2.57% | 0.19% | 1.32 | 1.87 | 1.26 | 7.73 | 1.90 | 1.54% |
| Fidelity 11.17.25 | Aaron Krueger | -0.53% | 13.47% | — | 0.54% | 99 | -31.67% | -4.42% | 0.03% | 4.16 | 4.22 | 1.57 | 36.52 | 11.17 | 4.70% |
| Fidelity 2-14-26 | Stephen Zweig | -0.01% | 1.28% | — | 3.98% | 79 | -14.35% | -3.31% | 0.20% | 1.75 | 2.47 | 1.39 | 10.75 | 2.37 | 1.50% |
| Fidelity 2-8-26 DGRO VTV to IUSV, 2% to VCSH | Stephen Zweig | -0.05% | 1.26% | — | 4.16% | 82 | -14.40% | -3.32% | 0.22% | 1.85 | 2.61 | 1.41 | 11.20 | 2.56 | 1.49% |
| Fidelity 3 | Jesus | 0.77% | -0.66% | — | 2.07% | 61 | -27.82% | -5.07% | 0.03% | 1.37 | 1.98 | 1.29 | 8.90 | 1.98 | 2.15% |
| Fidelity 3-Fund | Shawn Knowles | 0.70% | -1.32% | — | 1.90% | 53 | -28.02% | -4.84% | 0.03% | 1.28 | 1.86 | 1.28 | 8.56 | 1.86 | 2.11% |
| Fidelity 4 | Emily Au | 0.92% | -1.48% | — | 1.58% | 53 | -33.58% | -5.89% | 0.01% | 1.27 | 1.85 | 1.28 | 8.75 | 1.87 | 2.52% |
| Fidelity 4 funds 50/50 | Marc | 0.58% | -0.16% | — | 2.33% | 67 | -23.83% | -3.64% | 0.55% | 1.54 | 2.16 | 1.32 | 9.02 | 2.05 | 1.53% |
| Fidelity 401k | traceypillsbury@gmail.com | 0.91% | -1.49% | 13.55% | 2.10% | 57 | -28.71% | -4.73% | 0.24% | 1.29 | 1.89 | 1.28 | 9.43 | 2.03 | 2.25% |
| Fidelity 5 Fund | Jason | 1.08% | -0.69% | — | 2.75% | 74 | -30.71% | -5.18% | 0.15% | 1.52 | 2.21 | 1.33 | 12.01 | 2.56 | 2.56% |
| FIdelity 52w low | Frequent Traveler | -0.13% | -1.44% | 10.53% | 3.12% | 15 | -26.90% | -12.64% | 0.26% | 0.78 | 1.21 | 1.15 | 3.24 | 1.04 | 5.06% |
| fidelity 60 eq/ 40 bnd | brkfast | -0.25% | 0.41% | — | 1.84% | 77 | -21.24% | -5.23% | 0.03% | 1.68 | 2.38 | 1.36 | 10.57 | 2.54 | 1.97% |
| fidelity 7/23 | Gabe Kritzer | 0.19% | -10.61% | — | 1.03% | 24 | -27.19% | -15.76% | 0.05% | 0.95 | 1.49 | 1.21 | 4.38 | 1.37 | 6.29% |
| Fidelity 70 30 barbell | Bob Tinker | 0.77% | -0.99% | — | 4.80% | 47 | -26.80% | -4.20% | 0.29% | 1.22 | 1.78 | 1.26 | 8.16 | 1.75 | 1.97% |
| Fidelity 85/15 | rrasa | 0.77% | -1.05% | — | 1.83% | 55 | -29.48% | -5.13% | 0.00% | 1.30 | 1.89 | 1.28 | 8.73 | 1.89 | 2.24% |
| Fidelity Account | Derek Castro II | 0.13% | 1.11% | — | 2.51% | 49 | -28.24% | -4.20% | 0.12% | 1.24 | 1.80 | 1.28 | 8.10 | 1.67 | 2.13% |
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