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Lazy Couch Potato Dividend Portfolio

Last updated Mar 2, 2024

I'm lazy but want to get paid.

Asset Allocation


PULS 20%DGRW 20%PEY 20%LVHI 20%DIVO 20%BondBondEquityEquityMulti-AssetMulti-Asset
PositionCategory/SectorWeight
PULS
PGIM Ultra Short Bond ETF
Total Bond Market, Actively Managed

20%

DGRW
WisdomTree U.S. Dividend Growth Fund
Large Cap Growth Equities, Dividend

20%

PEY
Invesco High Yield Equity Dividend Achievers™ ETF
All Cap Equities, Dividend

20%

LVHI
Legg Mason International Low Volatility High Dividend ETF
Volatility Hedged Equity, Dividend

20%

DIVO
Amplify CWP Enhanced Dividend Income ETF
Large Cap Blend Equities, Actively Managed, Dividend

20%

S&P 500

Performance

The chart shows the growth of an initial investment of $10,000 in Lazy Couch Potato Dividend Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly


50.00%60.00%70.00%80.00%90.00%OctoberNovemberDecember2024FebruaryMarch
63.98%
93.35%
Lazy Couch Potato Dividend Portfolio
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Apr 10, 2018, corresponding to the inception date of PULS

Returns


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
S&P 500
7.70%6.01%13.76%29.03%12.89%10.63%
Lazy Couch Potato Dividend Portfolio2.01%1.32%6.35%11.18%9.10%N/A
PULS
PGIM Ultra Short Bond ETF
1.12%0.51%3.38%6.14%2.67%N/A
DGRW
WisdomTree U.S. Dividend Growth Fund
6.34%3.56%12.30%22.77%14.40%12.74%
PEY
Invesco High Yield Equity Dividend Achievers™ ETF
-5.94%-1.88%-2.40%0.65%6.79%9.45%
DIVO
Amplify CWP Enhanced Dividend Income ETF
4.42%1.34%7.62%11.44%11.68%N/A
LVHI
Legg Mason International Low Volatility High Dividend ETF
4.09%2.86%10.68%14.67%8.48%N/A

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.10%1.65%
2023-0.42%-2.81%-1.55%4.97%4.05%

Sharpe Ratio

The current Lazy Couch Potato Dividend Portfolio Sharpe ratio is 1.47. A Sharpe ratio greater than 1.0 is considered acceptable.

0.002.004.001.47

The Sharpe ratio of Lazy Couch Potato Dividend Portfolio is in the bottom 25%, suggesting that this portfolio isn't performing as well in terms of risk-adjusted returns compared to many others. This could be due to lower returns, higher volatility, or both. It might be an indication that the portfolio needs fine-tuning.


Rolling 12-month Sharpe Ratio0.501.001.502.002.50OctoberNovemberDecember2024FebruaryMarch
1.47
2.44
Lazy Couch Potato Dividend Portfolio
Benchmark (^GSPC)
Portfolio components

Dividend yield

Lazy Couch Potato Dividend Portfolio granted a 4.94% dividend yield in the last twelve months.


TTM20232022202120202019201820172016201520142013
Lazy Couch Potato Dividend Portfolio4.94%4.92%4.24%3.14%3.38%4.75%4.91%2.43%1.45%1.12%1.01%0.87%
PULS
PGIM Ultra Short Bond ETF
5.63%5.48%2.30%1.19%1.85%2.92%1.87%0.00%0.00%0.00%0.00%0.00%
DGRW
WisdomTree U.S. Dividend Growth Fund
1.67%1.74%2.15%1.78%1.91%2.20%2.42%1.73%2.13%2.18%1.79%1.05%
PEY
Invesco High Yield Equity Dividend Achievers™ ETF
5.05%4.58%4.22%3.83%4.30%3.78%4.33%3.21%3.12%3.44%3.24%3.28%
DIVO
Amplify CWP Enhanced Dividend Income ETF
4.55%4.67%4.76%4.79%4.85%8.16%5.27%3.83%0.00%0.00%0.00%0.00%
LVHI
Legg Mason International Low Volatility High Dividend ETF
7.80%8.12%7.74%4.13%3.97%6.67%10.67%3.38%2.02%0.00%0.00%0.00%

Expense Ratio

The Lazy Couch Potato Dividend Portfolio has a high expense ratio of 0.38%, indicating higher-than-average management fees. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


0.50%1.00%1.50%2.00%0.55%
0.50%1.00%1.50%2.00%0.28%
0.50%1.00%1.50%2.00%0.15%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
^GSPC
S&P 500
2.44
Lazy Couch Potato Dividend Portfolio
1.47
PULS
PGIM Ultra Short Bond ETF
5.71
DGRW
WisdomTree U.S. Dividend Growth Fund
2.29
PEY
Invesco High Yield Equity Dividend Achievers™ ETF
0.08
DIVO
Amplify CWP Enhanced Dividend Income ETF
1.46
LVHI
Legg Mason International Low Volatility High Dividend ETF
1.57

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

PULSLVHIPEYDIVODGRW
PULS1.000.090.070.060.08
LVHI0.091.000.610.630.65
PEY0.070.611.000.720.74
DIVO0.060.630.721.000.87
DGRW0.080.650.740.871.00

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch00
Lazy Couch Potato Dividend Portfolio
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the Lazy Couch Potato Dividend Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Lazy Couch Potato Dividend Portfolio was 27.93%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-27.93%Jan 21, 202044Mar 23, 2020166Nov 16, 2020210
-11.35%Sep 24, 201864Dec 24, 201855Mar 15, 2019119
-10.97%Apr 21, 2022113Sep 30, 202242Nov 30, 2022155
-5.95%Aug 1, 202363Oct 27, 202323Nov 30, 202386
-4.93%Feb 3, 202330Mar 17, 202329Apr 28, 202359

Volatility Chart

The current Lazy Couch Potato Dividend Portfolio volatility is 2.17%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%OctoberNovemberDecember2024FebruaryMarch
2.17%
3.47%
Lazy Couch Potato Dividend Portfolio
Benchmark (^GSPC)
Portfolio components
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