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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Low | TONYQ | -0.76% | 1.44% | — | 0.67% | 21 | -13.55% | -8.20% | 0.29% | 1.96 | 2.67 | 1.35 | 8.89 | 2.75 | 4.19% |
| Low Beta | Andre N | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Low Beta 2 | Andre N | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Low Correl | Tony Bacon | 0.10% | 5.06% | 11.28% | 1.79% | 81 | -27.31% | -0.93% | 0.25% | 3.13 | 4.29 | 1.60 | 20.87 | 5.49 | 1.54% |
| low correlation | Anirudh Nair | -0.18% | 4.84% | — | 2.32% | 83 | -26.85% | -2.18% | 0.05% | 3.13 | 4.47 | 1.59 | 22.32 | 5.12 | 1.61% |
| Low DD Portfolio | NAVIN PALICHERLA | -0.05% | 4.48% | — | 2.97% | 69 | -7.41% | -1.68% | 0.29% | 2.86 | 3.81 | 1.55 | 17.82 | 4.95 | 1.29% |
| Low DD Portfolio - more performance | NAVIN PALICHERLA | -0.06% | 4.20% | — | 2.66% | 69 | -15.12% | -2.90% | 0.26% | 2.94 | 3.96 | 1.56 | 18.13 | 4.68 | 1.66% |
| Low Drawdown Portfolio | jason | -0.42% | 5.00% | 8.62% | 2.61% | 48 | -28.09% | -2.65% | 0.13% | 2.54 | 3.64 | 1.47 | 15.73 | 3.81 | 1.61% |
| Low P/E | Charles | -0.40% | 10.50% | — | 1.80% | 98 | -19.01% | -0.40% | 0.00% | 4.23 | 5.90 | 1.77 | 51.19 | 12.77 | 1.11% |
| Low P/E | Charles | -0.40% | 10.50% | — | 1.80% | 98 | -19.01% | -0.40% | 0.00% | 4.23 | 5.90 | 1.77 | 51.19 | 12.77 | 1.11% |
| Low Risk | Adam Koetsier | -1.72% | -3.87% | 14.29% | 2.97% | 7 | -31.58% | -6.56% | 0.00% | 0.60 | 0.91 | 1.11 | 4.32 | 1.64 | 2.48% |
| low variance | yongwhaj | -0.24% | 19.10% | — | 10.04% | 100 | -9.88% | -0.24% | 0.62% | 6.68 | 8.85 | 2.30 | 94.64 | 22.55 | 0.78% |
| Low Vol | Martin Beardmore | -0.16% | 4.62% | — | 0.00% | 40 | -10.49% | -4.90% | 0.05% | 2.37 | 3.13 | 1.53 | 9.49 | 2.37 | 2.30% |
| Low Vol 1 | john Fiederlein | -0.21% | 2.31% | — | 6.26% | 82 | -8.39% | -2.02% | 0.38% | 3.28 | 4.58 | 1.68 | 20.37 | 4.73 | 1.19% |
| Low Vol EQ CAD - V1 | Anthony Sirois | -0.51% | 2.69% | 6.55% | 2.10% | 32 | -24.68% | -3.27% | 0.29% | 2.09 | 2.97 | 1.38 | 13.14 | 3.11 | 1.46% |
| Low Vol EQ CAD - V1 | Anthony Sirois | -0.50% | 2.69% | — | 2.10% | 31 | -24.68% | -3.26% | 0.27% | 2.09 | 2.97 | 1.38 | 13.13 | 3.11 | 1.46% |
| Low Vol Retirement | Rd2die | -0.12% | 2.94% | 7.72% | 2.40% | 50 | -17.62% | -3.88% | 0.15% | 2.49 | 3.26 | 1.50 | 12.99 | 3.24 | 1.87% |
| LOW VOL SPHD 50 USMV 30 SPGI 20 | drbill | -1.12% | -2.10% | 10.33% | 2.81% | 8 | -37.39% | -5.21% | 0.20% | 0.68 | 1.03 | 1.12 | 4.31 | 1.65 | 2.51% |
| Low Vol w/ Growth USMV 50 SPY 30 VIGIX 20 | drbill | -0.62% | -1.72% | 12.78% | 1.20% | 24 | -32.96% | -2.98% | 0.11% | 1.67 | 2.41 | 1.31 | 14.45 | 3.23 | 1.64% |
| low volatility | Oliver Martens | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
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