Добро пожаловать на PortfoliosLab
Здесь вы найдете продвинутые инструменты инвестиционного анализа
Анализ доходности
Анализ рисков
Инструменты оптимизации
Факторный анализ
Ленивые портфели
| Название портфеля | Дох-ть с нач. г. | Дох-ть за 10 лет | Див. дох-ть | Вол-ть за 10 лет | Макс. просадка | Коэф-т Шарпа | Комиссия |
|---|---|---|---|---|---|---|---|
| «Ленивый портфель» Дэвида Свенсона | -24.42% | 6.64% | 3.42% | 13.69% | -31.24% | -1.00 | 0.11% |
| «Портфель простака» Уильяма Бернстайна | -23.42% | 7.68% | 2.51% | 14.86% | -32.16% | -0.96 | 0.04% |
| 7Twelve Portfolio | -19.10% | 4.01% | 2.54% | 11.17% | -25.70% | -1.03 | 0.14% |
| Всепогодный портфель Рэя Далио | -24.16% | 4.54% | 1.68% | 8.45% | -24.59% | -1.41 | 0.19% |
| Всепогодный портфель Рэя Далио с плечом 2x | -45.32% | 7.37% | 0.30% | 18.87% | -45.94% | -1.08 | 0.94% |
| Дивидендный портфель | -16.39% | 7.61% | 3.42% | 14.80% | -26.80% | -0.55 | 0.00% |
| Дивидендный портфель из технологических акций | -26.13% | 15.77% | 3.18% | 21.75% | -29.19% | -0.52 | 0.00% |
| Доходный портфель | -20.19% | 2.92% | 2.17% | 6.49% | -20.97% | -1.65 | 0.08% |
| Консервативный портфель | -22.30% | 5.06% | 2.27% | 9.71% | -22.82% | -1.24 | 0.07% |
| Портфель «20/80» | -19.32% | 4.08% | 2.31% | 7.02% | -19.74% | -1.39 | 0.03% |
| Портфель «40/60» | -21.73% | 6.51% | 2.17% | 10.49% | -22.41% | -1.05 | 0.03% |
| Портфель «40/60» с плечом | -61.21% | 13.00% | 1.21% | 34.11% | -61.77% | -0.86 | 0.65% |
| Портфель «60/40» | -23.17% | 8.43% | 2.02% | 13.29% | -27.93% | -0.91 | 0.03% |
| Портфель «80/20» | -24.13% | 10.00% | 1.88% | 15.55% | -31.95% | -0.84 | 0.03% |
| Портфель «Весь фондовый рынок» | -24.82% | 11.34% | 1.73% | 17.40% | -35.00% | -0.79 | 0.03% |
| Портфель акции полупроводниковых компаний | -44.63% | 25.28% | 2.14% | 30.66% | -46.35% | -0.66 | 0.00% |
| Портфель акций Nasdaq-100 | -32.49% | 15.72% | 0.74% | 20.65% | -33.44% | -0.85 | 0.20% |
| Портфель из трех фондов | -24.42% | 8.22% | 2.60% | 14.81% | -31.08% | -0.96 | 0.04% |
| Портфель из четырех фондов | -24.28% | 6.96% | 2.69% | 14.59% | -30.27% | -1.00 | 0.04% |
| Портфель Йельского университета от Дэвида Свенсена | -25.98% | 6.37% | 3.63% | 12.53% | -27.67% | -1.13 | 0.13% |
| Портфель Роджера Гибсона «Талмуд» | -25.11% | 7.07% | 2.69% | 13.94% | -32.02% | -0.97 | 0.06% |
| Портфель роста | -24.59% | 8.33% | 2.47% | 14.94% | -31.35% | -0.96 | 0.05% |
| Портфель Тима Маурера «Простые деньги» | -21.19% | 4.98% | 2.77% | 11.81% | -26.85% | -1.20 | 0.23% |
| Портфель Уоррена Баффета «90/10» | -23.48% | 11.09% | 1.75% | 16.50% | -32.83% | -0.72 | 0.03% |
| Портфель FAAMG | -31.72% | 22.35% | 0.34% | 25.04% | -34.22% | -0.74 | 0.00% |
| Портфель FAANG | -40.11% | 21.29% | 0.13% | 27.30% | -47.18% | -1.00 | 0.00% |
| Портфель FANG | -45.90% | 19.11% | 0.00% | 29.33% | -55.07% | -1.10 | 0.00% |
| Портфель S&P 500 | -23.93% | 11.58% | 1.73% | 17.05% | -33.72% | -0.71 | 0.09% |
| Постоянный портфель Гарри Брауна | -21.37% | 3.90% | 1.19% | 7.92% | -21.67% | -1.34 | 0.18% |
| Простой портфель Ларри Сведро | -18.43% | 5.89% | 5.13% | 12.84% | -30.20% | -0.93 | 0.20% |
| Умеренный портфель | -23.65% | 6.83% | 2.37% | 12.54% | -26.96% | -1.05 | 0.06% |
| Alpha Architect Robust Portfolio | -23.74% | 6.59% | 1.92% | 14.83% | -32.65% | -0.97 | 0.40% |
| Aronson Family Taxable Portfolio | -24.09% | 6.54% | 3.50% | 13.27% | -27.89% | -1.13 | 0.19% |
| Bill Bernstein Coward's Portfolio | -19.95% | 6.63% | 1.86% | 12.96% | -29.38% | -0.90 | 0.15% |
| Bill Schultheis Coffee House Portfolio | -20.95% | 6.61% | 2.63% | 12.81% | -30.12% | -0.94 | 0.05% |
| Bob Clyatt Sandwich Portfolio | -22.62% | 5.74% | 2.09% | 11.42% | -25.34% | -1.14 | 0.17% |
| Cloud Computing Stocks Portfolio | -59.88% | 21.38% | 0.73% | 33.34% | -65.34% | -1.17 | 0.00% |
| Crypto Portfolio | -63.18% | 57.48% | 1.66% | 71.69% | -91.88% | -0.68 | 0.02% |
| FANG+ Portfolio | -46.65% | 26.51% | 0.08% | 32.13% | -51.15% | -0.67 | 0.00% |
| Frank Armstrong’s Ideal Index Portfolio | -21.22% | 6.08% | 2.37% | 13.80% | -31.49% | -0.98 | 0.12% |
| FundAdvice Ultimate Buy & Hold Portfolio | -20.16% | 4.97% | 3.39% | 11.85% | -27.38% | -1.06 | 0.14% |
| Golden Butterfly Portfolio | -21.02% | 5.19% | 1.33% | 10.05% | -22.40% | -1.14 | 0.20% |
| Gone Fishin’ Portfolio | -22.54% | 5.56% | 3.30% | 13.36% | -29.77% | -1.12 | 0.12% |
| Gyroscopic Investing Desert Portfolio | -19.45% | 5.01% | 1.75% | 8.35% | -19.74% | -1.10 | 0.06% |
| Larry Swedroe Minimize FatTails Portfolio | -15.39% | 2.78% | 3.94% | 7.83% | -19.55% | -1.30 | 0.17% |
| Mebane Faber Ivy Portfolio | -23.53% | 5.03% | 2.24% | 13.16% | -30.71% | -1.01 | 0.22% |
| Paul Merriman Ultimate Portfolio | -23.60% | 7.15% | 3.55% | 16.89% | -38.57% | -0.99 | 0.16% |
| Pinwheel Portfolio | -22.33% | 5.08% | 2.67% | 12.61% | -28.78% | -1.09 | 0.09% |
| Rick Ferri Core Four Portfolio | -24.75% | 8.14% | 2.63% | 14.75% | -31.88% | -0.96 | 0.04% |
| Roger Gibson Five Asset Portfolio | -21.38% | 4.44% | 2.56% | 12.91% | -30.10% | -0.98 | 0.22% |
| Scott Burns Couch Portfolio | -22.28% | 7.35% | 4.90% | 11.92% | -25.48% | -0.94 | 0.11% |
| Scott Burns Margaritaville Portfolio | -23.12% | 6.13% | 4.66% | 12.55% | -26.91% | -1.08 | 0.10% |
| Second Grader's Starter Portfolio | -24.63% | 8.98% | 2.50% | 16.01% | -32.89% | -0.91 | 0.04% |
| Simple Path to Wealth Portfolio | -23.92% | 9.64% | 1.91% | 15.03% | -31.05% | -0.85 | 0.03% |