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 Rollover IRA | Keith Moore | 2.31% | -3.49% | 11.87% | 4.11% | 44 | -28.22% | -5.07% | 0.39% | 1.13 | 1.67 | 1.25 | 7.84 | 1.76 | 1.94% |
| Fidelity Rollover IRA | LT | 3.90% | -4.70% | — | 3.53% | 46 | -34.89% | -7.20% | 0.51% | 1.14 | 1.71 | 1.25 | 8.35 | 1.96 | 2.93% |
| Fidelity Roth | Hazel Horcasitas | 0.80% | -7.40% | — | 0.15% | 73 | -60.67% | -16.68% | 0.00% | 1.65 | 2.36 | 1.31 | 8.21 | 3.13 | 8.28% |
| fidelity roth ira | Nick | 2.40% | -8.35% | 31.17% | 1.06% | 28 | -64.08% | -15.43% | 0.77% | 0.89 | 1.48 | 1.21 | 5.79 | 1.63 | 7.43% |
| Fidelity Roth IRA | Carl Tuck | 3.00% | -2.13% | — | 1.53% | 49 | -34.39% | -6.69% | 0.00% | 1.23 | 1.81 | 1.27 | 8.44 | 1.78 | 2.53% |
| Fidelity Roth Option 2 | Hazel Horcasitas | 3.56% | 2.60% | 57.61% | 0.24% | 96 | -52.60% | -12.48% | 0.00% | 2.88 | 3.24 | 1.45 | 23.12 | 6.92 | 5.84% |
| Fidelity suggested | Cy | -0.01% | -0.81% | — | 3.50% | 62 | -27.54% | -5.66% | 0.23% | 1.40 | 2.01 | 1.30 | 8.86 | 2.02 | 2.11% |
| Fidelity Target January 2025 | Phillip J Dundas | 0.56% | 1.05% | — | 1.99% | 55 | -29.90% | -4.75% | 0.12% | 1.31 | 1.91 | 1.28 | 8.59 | 1.84 | 2.42% |
| Fidelity TDF - 10% SCV 7% CASH | User3893 | 0.11% | -0.01% | — | 2.78% | 66 | -22.74% | -4.75% | 0.13% | 1.48 | 2.12 | 1.32 | 9.28 | 2.07 | 1.84% |
| Fidelity top 3 stocks | Hazel Horcasitas | 0.79% | -3.90% | — | 1.62% | 34 | -33.54% | -5.85% | 0.15% | 1.03 | 1.56 | 1.24 | 6.75 | 1.49 | 2.62% |
| FIDELITY TRUST ACCOUNT | Hazel Horcasitas | 1.56% | -9.74% | 58.43% | 0.36% | 54 | -57.61% | -15.82% | 0.03% | 1.23 | 1.89 | 1.24 | 7.30 | 2.53 | 7.29% |
| FIDELITY VS FRANKLIN | ASHTON LOYD | 3.43% | -2.88% | 13.25% | 6.37% | 49 | -30.61% | -7.28% | 0.93% | 1.20 | 1.77 | 1.26 | 8.25 | 1.85 | 2.65% |
| Fidelity Zero | Alpha | 3.00% | -1.51% | — | 1.69% | 59 | -34.25% | -6.98% | 0.00% | 1.32 | 1.91 | 1.29 | 8.70 | 1.88 | 2.56% |
| Fidelity Zero compare | Jeff | 0.13% | -2.12% | — | 1.38% | 43 | -35.28% | -6.24% | 0.02% | 1.11 | 1.67 | 1.25 | 7.92 | 1.67 | 2.60% |
| Fidelity Zero Fee | Phil Bishirjian | 2.23% | -0.50% | — | 2.09% | 55 | -26.00% | -5.17% | 0.01% | 1.32 | 1.90 | 1.27 | 8.36 | 1.85 | 2.03% |
| Fidelity-3 | Shan Lu | 1.84% | -1.56% | — | 2.21% | 56 | -22.12% | -4.56% | 0.01% | 1.31 | 1.90 | 1.28 | 8.40 | 1.86 | 1.70% |
| Fidelity-Main | Angelo Mazza | -1.51% | -21.64% | — | 0.39% | 8 | -75.08% | -39.26% | 0.00% | 0.33 | 0.87 | 1.10 | 0.98 | 0.41 | 20.22% |
| Fidelity8222025 | Chris Rice | 0.90% | 0.74% | — | 2.83% | 82 | -10.85% | -5.38% | 0.19% | 1.77 | 2.51 | 1.39 | 12.45 | 2.66 | 2.32% |
| Fidelity_IRA | Damaso Navarro II | 1.93% | 8.11% | 25.26% | 1.26% | 97 | -35.25% | -9.72% | 0.17% | 3.35 | 3.94 | 1.60 | 24.13 | 5.46 | 3.35% |
| Fido Growth Roth IRA | David Nguyen | 0.71% | -2.71% | — | 3.33% | 82 | -42.37% | -9.75% | 0.21% | 1.74 | 2.46 | 1.35 | 12.70 | 3.53 | 4.11% |
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