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 Account | Derek Castro II | 0.14% | -1.48% | — | 1.42% | 40 | -32.27% | -4.64% | 0.08% | 1.07 | 1.61 | 1.25 | 8.05 | 1.64 | 2.46% |
| Fidelity Advisor No bonds | Kylene Broadwater | 0.00% | 0.04% | 10.90% | 1.50% | 50 | -31.31% | -4.79% | 0.06% | 1.46 | 2.19 | 1.31 | 4.85 | 1.31 | 2.06% |
| Fidelity aggressive growth model | Doug | -0.05% | -0.90% | — | 2.11% | 50 | -29.46% | -5.25% | 0.04% | 1.22 | 1.80 | 1.27 | 8.22 | 1.80 | 2.28% |
| Fidelity as of 3-27-26 | Jeff | -0.04% | 0.87% | — | 4.07% | 68 | -10.28% | -3.21% | 0.25% | 1.47 | 2.15 | 1.32 | 10.25 | 2.14 | 1.53% |
| fidelity balanced vs discovery growth | David Rager | 0.78% | -2.78% | 13.99% | 3.71% | 38 | -51.81% | -5.08% | 0.64% | 1.07 | 1.60 | 1.23 | 7.55 | 1.76 | 2.47% |
| Fidelity blend | IronM5311 | 0.56% | -0.57% | — | 3.19% | 60 | -19.33% | -3.75% | 0.07% | 1.38 | 1.99 | 1.30 | 9.05 | 2.00 | 1.65% |
| Fidelity Blue Chip Growth/Value 80/20 | Michael Nemeth | 1.31% | -4.46% | 17.27% | 2.20% | 49 | -54.50% | -6.39% | 0.76% | 1.15 | 1.73 | 1.25 | 8.56 | 2.04 | 3.07% |
| Fidelity Bonds ACCT 1 | Paul Cunningham | 0.13% | 0.16% | — | 4.70% | 83 | -2.79% | -1.70% | 0.46% | 2.04 | 2.80 | 1.41 | 10.42 | 2.68 | 0.72% |
| Fidelity Brokerage | dkr1632 | 0.02% | -3.76% | — | 1.35% | 29 | -23.25% | -5.28% | 0.03% | 0.97 | 1.48 | 1.22 | 6.93 | 1.57 | 2.35% |
| Fidelity Brokerage | David Wall | 0.76% | -1.09% | — | 1.80% | 55 | -22.40% | -4.92% | 0.02% | 1.28 | 1.87 | 1.28 | 8.80 | 1.87 | 2.16% |
| Fidelity Brokerage | Mark Barthelemy | 0.91% | 9.71% | — | 3.46% | 86 | -19.08% | -0.05% | 0.00% | 1.84 | 2.54 | 1.38 | 17.26 | 3.13 | 2.05% |
| Fidelity BrokerageLink 401k | Dave Macosko | 4.54% | -0.83% | — | 6.59% | 80 | -34.37% | -6.98% | 0.52% | 1.69 | 2.38 | 1.35 | 13.55 | 3.01 | 3.08% |
| Fidelity Crypto | Eric Nielsen | -2.73% | -29.44% | — | 0.00% | 2 | -57.56% | -54.81% | 0.04% | -0.25 | 0.02 | 1.00 | -1.81 | -1.05 | 33.37% |
| fidelity etf | Abdulla Kaiksow | 0.65% | -0.61% | — | 2.47% | 55 | -24.86% | -4.47% | 0.04% | 1.31 | 1.92 | 1.28 | 8.63 | 1.90 | 1.92% |
| fidelity etf | Abdulla Kaiksow | -0.02% | -0.62% | — | 2.47% | 53 | -24.86% | -4.48% | 0.04% | 1.27 | 1.87 | 1.28 | 8.33 | 1.86 | 1.94% |
| Fidelity factors | Barak | 0.15% | -2.22% | — | 1.31% | 28 | -18.13% | -4.90% | 0.33% | 0.96 | 1.46 | 1.22 | 6.68 | 1.48 | 2.50% |
| Fidelity Fixed Income | Tom | 0.01% | 0.17% | — | 4.43% | 89 | -9.90% | -1.14% | 0.20% | 2.32 | 3.36 | 1.47 | 11.86 | 3.02 | 0.42% |
| Fidelity Glide Path | MJG | 0.02% | -0.91% | — | 2.57% | 33 | -25.19% | -4.24% | 0.14% | 1.01 | 1.53 | 1.23 | 7.35 | 1.49 | 2.20% |
| Fidelity Go | Scott C | 0.19% | 0.00% | — | 3.55% | 77 | -13.85% | -1.98% | 0.00% | 1.75 | 2.49 | 1.36 | 10.29 | 2.59 | 0.80% |
| Fidelity Go | Eastland Crane | 0.00% | -0.68% | — | 1.99% | 57 | -26.95% | -4.50% | 0.00% | 1.66 | 2.41 | 1.35 | 5.16 | 1.33 | 1.86% |
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