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 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 Alternative | angrycarrots | 0.14% | -0.66% | — | 2.56% | 60 | -19.55% | -3.47% | 0.07% | 1.41 | 2.05 | 1.31 | 8.21 | 1.79 | 1.30% |
| Fidelity HSA | Srinivas Rao D | 0.75% | -0.89% | 17.50% | 1.43% | 40 | -32.04% | -4.54% | 0.08% | 1.08 | 1.63 | 1.25 | 8.01 | 1.68 | 2.75% |
| Fidelity Income (Time Edit) | CGH | -0.08% | 2.28% | — | 25.40% | 61 | -9.91% | -1.88% | 0.78% | 1.47 | 1.98 | 1.32 | 9.22 | 1.85 | 1.54% |
| Fidelity International Index Funds | Eric Silverman | 3.34% | 2.19% | 8.94% | 1.16% | 78 | -41.18% | -10.24% | 0.48% | 1.82 | 2.42 | 1.35 | 9.73 | 2.50 | 3.38% |
| Fidelity IRA | Kavita | 2.16% | -0.93% | — | 2.72% | 61 | -24.91% | -5.62% | 0.05% | 1.42 | 2.02 | 1.30 | 8.61 | 1.97 | 1.98% |
| Fidelity IRA 2025 | David Wall | 2.08% | -1.97% | 10.07% | 3.33% | 53 | -25.55% | -4.99% | 0.26% | 1.27 | 1.85 | 1.27 | 8.48 | 1.84 | 1.85% |
| Fidelity IRA_Current | Kavita | 1.88% | -0.11% | 8.25% | 5.94% | 65 | -49.71% | -4.81% | 0.64% | 1.50 | 2.12 | 1.32 | 8.83 | 2.06 | 1.75% |
| Fidelity MF | Isaac Barrow | 0.74% | -0.88% | — | 1.96% | 56 | -27.80% | -4.93% | 0.01% | 1.33 | 1.93 | 1.29 | 8.78 | 1.92 | 2.14% |
| Fidelity Moderate | Zhan Liu | 0.01% | -0.41% | — | 3.92% | 76 | -17.64% | -3.75% | 0.42% | 1.64 | 2.34 | 1.35 | 10.10 | 2.44 | 1.37% |
| Fidelity Monitor Alternative 2025.09e FOUR FUNDS | Paul | 1.51% | 0.12% | — | 4.01% | 70 | -20.65% | -3.93% | 0.40% | 1.54 | 2.16 | 1.32 | 9.68 | 2.15 | 1.51% |
| Fidelity Mutual Funds | Zane Dunnam | 0.10% | -0.45% | — | 4.90% | 49 | -36.50% | -6.11% | 0.46% | 1.19 | 1.76 | 1.27 | 8.37 | 1.78 | 2.72% |
| Fidelity Mutual Funds | Zane Dunnam | 0.10% | -0.45% | — | 4.90% | 48 | -36.50% | -6.11% | 0.46% | 1.19 | 1.76 | 1.27 | 8.37 | 1.78 | 2.72% |
| Fidelity N&C | Nicolas Myrianthis | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity other | Bob Tinker | 1.19% | -1.73% | 16.56% | 1.08% | 53 | -32.08% | -5.31% | 0.15% | 1.19 | 1.78 | 1.27 | 9.31 | 1.98 | 2.54% |
| Fidelity Portfolio | Mike Hanson | 0.22% | -10.92% | — | 28.39% | 4 | -27.02% | -24.87% | 0.62% | -0.13 | 0.00 | 1.00 | -0.13 | -0.06 | 11.70% |
| Fidelity Portfolio | Edwin Sibbaluca | 0.17% | 2.61% | — | 2.90% | 68 | -14.74% | -2.94% | 0.05% | 1.54 | 2.20 | 1.34 | 9.65 | 1.95 | 1.49% |
| Fidelity Recomendation | Tom | 0.20% | -2.40% | — | 3.65% | 36 | -37.34% | -6.64% | 0.31% | 1.07 | 1.58 | 1.25 | 6.60 | 1.46 | 2.76% |
| Fidelity Recomendation sept | Tom | 0.03% | 0.10% | — | 6.19% | 87 | -2.56% | -0.30% | 0.33% | 2.11 | 2.81 | 1.64 | 13.68 | 2.41 | 0.39% |
| Fidelity Recommended | Dave Lewis | 0.03% | -0.86% | 8.48% | 2.50% | 53 | -21.33% | -3.74% | 0.13% | 1.28 | 1.89 | 1.28 | 8.42 | 1.87 | 1.67% |
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