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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 | -11.77% | 7.95% | 2.67% | 11.17% | -25.66% | -0.34 | 0.11% |
| «Портфель простака» Уильяма Бернстайна | -12.76% | 9.12% | 2.11% | 12.61% | -27.91% | -0.59 | 0.04% |
| 7Twelve Portfolio | -5.24% | 5.44% | 2.14% | 9.59% | -22.46% | -0.05 | 0.15% |
| Всепогодный портфель Рэя Далио | -12.92% | 5.84% | 1.39% | 7.22% | -14.62% | -0.56 | 0.19% |
| Всепогодный портфель Рэя Далио с плечом 2x | -21.78% | 11.00% | 0.21% | 14.82% | -25.37% | -0.47 | 0.94% |
| Дивидендный портфель | -3.37% | 10.68% | 2.81% | 14.59% | -27.63% | 0.05 | 0.00% |
| Дивидендный портфель из технологических акций | -10.53% | 17.51% | 2.38% | 20.63% | -30.79% | 0.22 | 0.00% |
| Доходный портфель | -11.75% | 3.33% | 1.92% | 4.80% | -13.59% | -1.84 | 0.09% |
| Консервативный портфель | -12.36% | 5.51% | 1.96% | 6.99% | -15.68% | -1.20 | 0.08% |
| Портфель «20/80» | -11.06% | 4.13% | 2.07% | 4.85% | -12.25% | -1.40 | 0.04% |
| Портфель «40/60» | -12.04% | 6.69% | 1.92% | 7.16% | -15.64% | -0.83 | 0.04% |
| Портфель «40/60» с плечом | -36.38% | 17.16% | 0.90% | 19.22% | -38.69% | -0.75 | 0.65% |
| Портфель «60/40» | -13.05% | 9.19% | 1.76% | 10.17% | -21.85% | -0.48 | 0.03% |
| Портфель «80/20» | -14.09% | 11.63% | 1.61% | 13.47% | -28.47% | -0.29 | 0.03% |
| Портфель «Весь фондовый рынок» | -15.17% | 14.00% | 1.45% | 16.96% | -35.00% | -0.17 | 0.03% |
| Портфель акции полупроводниковых компаний | -19.05% | 30.85% | 1.52% | 28.92% | -37.32% | 0.34 | 0.00% |
| Портфель акций Nasdaq-100 | -22.95% | 18.74% | 0.57% | 20.02% | -28.56% | -0.19 | 0.20% |
| Портфель из трех фондов | -13.39% | 9.67% | 2.16% | 13.04% | -28.12% | -0.50 | 0.04% |
| Портфель из четырех фондов | -13.28% | 8.26% | 2.25% | 13.27% | -28.24% | -0.49 | 0.04% |
| Портфель Йельского университета от Дэвида Свенсена | -14.72% | 8.23% | 2.87% | 10.79% | -24.30% | -0.50 | 0.13% |
| Портфель Роджера Гибсона «Талмуд» | -13.53% | 8.44% | 2.26% | 11.33% | -26.60% | -0.25 | 0.06% |
| Портфель роста | -13.65% | 9.70% | 2.05% | 13.06% | -28.25% | -0.52 | 0.05% |
| Портфель Тима Маурера «Простые деньги» | -9.50% | 6.60% | 1.96% | 9.57% | -21.12% | -0.87 | 0.23% |
| Портфель Уоррена Баффета «90/10» | -12.79% | 13.14% | 1.48% | 15.03% | -30.73% | 0.00 | 0.03% |
| Портфель FAAMG | -24.67% | 25.79% | 0.34% | 24.48% | -29.82% | -0.27 | 0.00% |
| Портфель FAANG | -35.59% | 24.97% | 0.12% | 26.07% | -41.38% | -0.73 | 0.00% |
| Портфель FANG | -40.17% | 22.81% | 0.00% | 27.68% | -48.20% | -0.92 | 0.00% |
| Портфель S&P 500 | -13.76% | 14.33% | 1.42% | 16.62% | -33.72% | 0.02 | 0.09% |
| Постоянный портфель Гарри Брауна | -10.42% | 4.82% | 0.94% | 6.41% | -11.14% | -0.84 | 0.18% |
| Простой портфель Ларри Сведро | -7.18% | 7.46% | 3.82% | 10.40% | -25.44% | -0.41 | 0.20% |
| Умеренный портфель | -13.00% | 7.64% | 2.01% | 9.87% | -21.72% | -0.77 | 0.06% |
| Alpha Architect Robust Portfolio | -7.53% | 7.96% | 1.36% | 12.23% | -28.81% | -0.06 | 0.40% |
| Aronson Family Taxable Portfolio | -13.47% | 8.18% | 2.83% | 11.62% | -25.12% | -0.77 | 0.19% |
| Bill Bernstein Coward's Portfolio | -7.86% | 7.33% | 1.43% | 9.72% | -21.52% | -0.44 | 0.15% |
| Bill Schultheis Coffee House Portfolio | -10.60% | 7.83% | 2.24% | 10.09% | -24.01% | -0.52 | 0.05% |
| Bob Clyatt Sandwich Portfolio | -11.03% | 6.59% | 1.61% | 8.54% | -18.13% | -0.86 | 0.17% |
| Cloud Computing Stocks Portfolio | -33.38% | 25.26% | 0.64% | 25.82% | -41.70% | -0.75 | 0.00% |
| FANG+ Portfolio | -29.47% | 24.43% | 0.07% | 27.56% | -37.45% | -0.51 | 0.00% |
| Frank Armstrong’s Ideal Index Portfolio | -9.02% | 7.34% | 1.90% | 11.28% | -25.37% | -0.51 | 0.13% |
| FundAdvice Ultimate Buy & Hold Portfolio | -8.56% | 6.29% | 2.59% | 9.53% | -21.19% | -0.64 | 0.14% |
| Golden Butterfly Portfolio | -9.72% | 6.76% | 1.07% | 7.58% | -15.83% | -0.73 | 0.20% |
| Gone Fishin’ Portfolio | -11.22% | 6.73% | 2.81% | 11.58% | -26.03% | -0.67 | 0.13% |
| Gyroscopic Investing Desert Portfolio | -9.11% | 5.28% | 1.54% | 5.13% | -10.21% | -0.97 | 0.06% |
| Larry Swedroe Minimize FatTails Portfolio | -6.47% | 3.77% | 2.94% | 5.72% | -13.45% | -0.95 | 0.17% |
| Mebane Faber Ivy Portfolio | -3.07% | 6.47% | 1.81% | 11.49% | -27.66% | 0.53 | 0.23% |
| Paul Merriman Ultimate Portfolio | -11.39% | 9.44% | 2.77% | 16.46% | -38.24% | -0.47 | 0.18% |
| Pinwheel Portfolio | -10.12% | 6.41% | 2.05% | 10.62% | -23.65% | -0.55 | 0.09% |
| Rick Ferri Core Four Portfolio | -13.56% | 9.71% | 2.18% | 12.94% | -28.73% | -0.43 | 0.04% |
| Roger Gibson Five Asset Portfolio | -4.20% | 6.18% | 2.16% | 11.60% | -27.82% | 0.46 | 0.23% |
| Scott Burns Couch Portfolio | -10.92% | 8.08% | 3.74% | 8.50% | -19.76% | -0.25 | 0.11% |
| Scott Burns Margaritaville Portfolio | -11.61% | 7.62% | 3.65% | 10.78% | -23.92% | -0.55 | 0.10% |
| Second Grader's Starter Portfolio | -13.92% | 10.57% | 2.12% | 14.77% | -31.07% | -0.44 | 0.05% |
| Simple Path to Wealth Portfolio | -13.83% | 11.03% | 1.65% | 12.63% | -26.82% | -0.33 | 0.03% |