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.
No active filters, add you first filter to start
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IRA 3 | Daniel Simpson | 0.03% | 2.39% | — | 3.46% | 90 | -10.95% | -2.68% | 0.98% | 2.25 | 3.00 | 1.50 | 14.89 | 3.00 | 1.51% |
| IRA Account Simulation #1 | G | 0.16% | 2.25% | 19.82% | 1.03% | 77 | -59.04% | -5.56% | 0.19% | 1.59 | 2.24 | 1.34 | 12.29 | 2.78 | 2.93% |
| IRA ALT | wayne | -0.02% | -1.57% | — | 1.34% | 26 | -16.26% | -5.93% | 0.11% | 0.94 | 1.45 | 1.20 | 5.97 | 1.49 | 2.91% |
| IRA Balance Portfolio | saleemramay104@gmail.com | -0.53% | -0.60% | — | 1.59% | 74 | -23.45% | -10.77% | 0.12% | 1.80 | 2.34 | 1.38 | 8.44 | 2.28 | 3.76% |
| IRA Damon Original EJ | D Sarin | -0.18% | -2.23% | 9.26% | 7.71% | 46 | -43.44% | -5.20% | 0.73% | 1.19 | 1.78 | 1.24 | 7.73 | 1.91 | 2.08% |
| IRA David Original EJ | D Sarin | -0.10% | -1.77% | — | 7.40% | 46 | -25.17% | -5.04% | 0.72% | 1.22 | 1.81 | 1.25 | 7.56 | 1.85 | 1.95% |
| IRA INVESTMENT OPTIONS 1 | Rick Bowald | 0.16% | 3.20% | 9.87% | 5.85% | 78 | -31.50% | -4.10% | 0.19% | 1.75 | 2.43 | 1.38 | 10.96 | 2.31 | 2.00% |
| IRA Investments | Brian Hodgdon | 0.13% | -0.39% | — | 5.26% | 71 | -27.72% | -4.39% | 0.34% | 1.48 | 2.16 | 1.32 | 11.04 | 2.47 | 2.42% |
| IRA portfolio | Arjun Chakraborty | 0.40% | 0.58% | — | 2.63% | 26 | -22.60% | -3.20% | 0.04% | 0.99 | 1.43 | 1.21 | 5.90 | 1.30 | 1.68% |
| IRA Portfolio | William | 0.03% | -0.65% | — | 2.45% | 53 | -10.47% | -3.58% | 0.18% | 1.27 | 1.86 | 1.27 | 8.51 | 1.86 | 1.69% |
| IRA Retirement | Kasey Nelson | 0.65% | -16.04% | 23.92% | 0.52% | 6 | -44.98% | -18.01% | 0.00% | 0.20 | 0.45 | 1.06 | 0.72 | 0.25 | 7.67% |
| IRA Retirement - Sofi | Kasey Nelson | 0.46% | -3.81% | 16.27% | 1.13% | 40 | -30.06% | -6.50% | 0.06% | 1.09 | 1.65 | 1.24 | 7.13 | 1.88 | 3.20% |
| IRA safe v 2.0 | john Fiederlein | 0.08% | -0.41% | — | 6.25% | 69 | -6.16% | -1.49% | 0.47% | 1.49 | 2.17 | 1.35 | 10.40 | 2.04 | 0.83% |
| IRA Schwab - Aggresive | Srinivas Rao D | -0.42% | -7.53% | 27.28% | 1.20% | 12 | -41.49% | -13.99% | 0.16% | 0.55 | 0.97 | 1.12 | 2.54 | 0.84 | 5.77% |
| IRA SOM CHASE | somenath Sengupta | 0.36% | -3.22% | — | 0.66% | 15 | -36.06% | -5.65% | 0.08% | 0.62 | 1.02 | 1.14 | 4.42 | 1.04 | 2.70% |
| IRA Stocks | James | 0.95% | 1.27% | — | 4.05% | 32 | -43.82% | -3.89% | 0.00% | 1.09 | 1.56 | 1.24 | 6.47 | 1.32 | 2.41% |
| IRA Thought (Jan 11) | Garrett | 0.22% | -6.14% | 25.17% | 1.31% | 28 | -50.74% | -9.15% | 1.01% | 0.95 | 1.46 | 1.22 | 6.31 | 1.54 | 5.23% |
| ira-21 | barrett | -0.05% | -1.05% | — | 4.14% | 71 | -35.06% | -6.22% | 0.35% | 1.46 | 2.11 | 1.32 | 11.01 | 2.50 | 2.82% |
| IRA-BDA | John Reynders | -0.23% | 7.12% | — | 3.63% | 91 | -11.24% | -5.80% | 0.45% | 2.34 | 3.06 | 1.47 | 14.45 | 3.68 | 2.62% |
| IRA_HOOD | Rafi Shaik | 0.06% | -23.90% | — | 0.00% | 32 | -45.07% | -34.64% | 0.00% | 1.13 | 1.72 | 1.22 | 4.04 | 1.55 | 14.95% |
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).
Loading graphics...
5 Years