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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 | 7.24% | 6.64% | 2.89% | 11.77% | -25.66% | -0.40 | 0.11% |
| «Портфель простака» Уильяма Бернстайна | 8.32% | 7.84% | 2.10% | 13.24% | -27.91% | -0.23 | 0.04% |
| 7Twelve Portfolio | 6.04% | 5.19% | 2.26% | 9.93% | -22.46% | -0.13 | 0.14% |
| Всепогодный портфель Рэя Далио | 7.13% | 5.22% | 1.88% | 8.04% | -24.28% | -0.80 | 0.19% |
| Всепогодный портфель Рэя Далио с плечом 2x | 13.79% | 9.39% | 0.40% | 16.50% | -41.12% | -0.80 | 0.94% |
| Дивидендный портфель | -3.04% | 9.03% | 3.17% | 15.05% | -27.63% | -0.04 | 0.00% |
| Дивидендный портфель из технологических акций | 9.50% | 16.55% | 2.90% | 21.37% | -30.79% | -0.37 | 0.00% |
| Доходный портфель | 5.10% | 2.80% | 2.16% | 5.50% | -21.20% | -0.86 | 0.08% |
| Консервативный портфель | 6.03% | 4.69% | 2.10% | 7.65% | -22.18% | -0.62 | 0.07% |
| Портфель «20/80» | 4.82% | 3.76% | 2.50% | 5.46% | -18.52% | -0.80 | 0.03% |
| Портфель «40/60» | 5.67% | 5.99% | 2.26% | 7.80% | -19.79% | -0.59 | 0.03% |
| Портфель «40/60» с плечом | 17.47% | 14.33% | 1.51% | 21.42% | -55.26% | -0.97 | 0.65% |
| Портфель «60/40» | 6.52% | 8.16% | 2.02% | 10.86% | -21.85% | -0.45 | 0.03% |
| Портфель «80/20» | 7.37% | 10.26% | 1.78% | 14.22% | -28.47% | -0.36 | 0.03% |
| Портфель «Весь фондовый рынок» | 8.23% | 12.27% | 1.54% | 17.79% | -35.00% | -0.29 | 0.03% |
| Портфель акции полупроводниковых компаний | 22.38% | 29.25% | 1.84% | 29.95% | -43.28% | -0.27 | 0.00% |
| Портфель акций Nasdaq-100 | 13.01% | 17.20% | 0.71% | 21.18% | -35.12% | -0.52 | 0.20% |
| Портфель из трех фондов | 7.91% | 8.25% | 2.11% | 13.66% | -28.12% | -0.31 | 0.04% |
| Портфель из четырех фондов | 7.84% | 8.02% | 2.05% | 13.76% | -28.24% | -0.31 | 0.04% |
| Портфель Йельского университета от Дэвида Свенсена | 8.45% | 6.93% | 3.10% | 11.58% | -26.64% | -0.57 | 0.13% |
| Портфель Роджера Гибсона «Талмуд» | 7.74% | 7.24% | 2.60% | 12.08% | -26.60% | -0.48 | 0.06% |
| Портфель роста | 7.91% | 8.24% | 1.98% | 13.71% | -28.25% | -0.33 | 0.05% |
| Портфель Тима Маурера «Простые деньги» | 6.49% | 5.47% | 1.96% | 10.07% | -21.12% | -0.25 | 0.23% |
| Портфель Уоррена Баффета «90/10» | 6.86% | 11.59% | 1.58% | 15.77% | -30.73% | -0.31 | 0.03% |
| Портфель Coffee House Билла Шультейса | 6.97% | 6.78% | 2.44% | 10.71% | -24.01% | -0.28 | 0.05% |
| Портфель FAAMG | 16.80% | 22.06% | 0.33% | 25.77% | -46.78% | -0.71 | 0.00% |
| Портфель FAANG | 20.26% | 23.41% | 0.13% | 27.40% | -48.98% | -0.58 | 0.00% |
| Портфель FANG | 22.38% | 21.66% | 29.15% | -55.92% | -0.58 | 0.00% | |
| Портфель S&P 500 | 7.42% | 12.60% | 1.54% | 17.43% | -33.72% | -0.30 | 0.09% |
| Постоянный портфель Гарри Брауна | 6.28% | 4.50% | 1.43% | 6.98% | -19.44% | -0.55 | 0.18% |
| Простой портфель Ларри Сведро | 6.71% | 6.26% | 4.04% | 10.90% | -25.44% | -0.15 | 0.20% |
| Умеренный портфель | 6.97% | 6.50% | 2.04% | 10.52% | -23.53% | -0.44 | 0.06% |
| Alpha Architect Robust Portfolio | 6.35% | 6.53% | 1.68% | 12.81% | -28.81% | -0.11 | 0.40% |
| Aronson Family Taxable Portfolio | 8.30% | 6.97% | 2.87% | 12.24% | -25.12% | -0.41 | 0.19% |
| Bill Bernstein Coward's Portfolio | 5.77% | 6.34% | 1.82% | 10.12% | -21.52% | -0.18 | 0.15% |
| Bob Clyatt Sandwich Portfolio | 6.19% | 5.63% | 1.76% | 9.06% | -20.47% | -0.45 | 0.17% |
| Cloud Computing Stocks Portfolio | 18.11% | 24.50% | 0.65% | 27.00% | -44.98% | -0.43 | 0.00% |
| Crypto Portfolio | 20.36% | 53.57% | 1.39% | 37.55% | -54.86% | 0.08 | 0.02% |
| FANG+ Portfolio | 25.05% | 24.24% | 0.07% | 28.62% | -44.19% | -0.27 | 0.00% |
| Frank Armstrong’s Ideal Index Portfolio | 6.74% | 6.16% | 2.11% | 11.69% | -25.37% | -0.19 | 0.12% |
| FundAdvice Ultimate Buy & Hold Portfolio | 6.44% | 5.18% | 2.64% | 9.98% | -21.19% | -0.25 | 0.14% |
| Golden Butterfly Portfolio | 7.73% | 6.22% | 1.40% | 8.22% | -19.59% | -0.30 | 0.20% |
| Gone Fishin’ Portfolio | 7.74% | 6.29% | 3.04% | 12.06% | -26.03% | -0.24 | 0.12% |
| Gyroscopic Investing Desert Portfolio | 4.93% | 4.77% | 1.60% | 5.75% | -16.15% | -0.50 | 0.06% |
| Larry Swedroe Minimize FatTails Portfolio | 4.71% | 3.14% | 3.64% | 6.05% | -14.59% | -0.51 | 0.17% |
| Mebane Faber Ivy Portfolio | 6.10% | 4.86% | 1.96% | 12.05% | -27.66% | -0.23 | 0.22% |
| Paul Merriman Ultimate Portfolio | 9.49% | 7.61% | 2.75% | 16.96% | -38.24% | -0.19 | 0.16% |
| Pinwheel Portfolio | 7.99% | 5.97% | 1.86% | 11.12% | -23.65% | -0.24 | 0.09% |
| Rick Ferri Core Four Portfolio | 8.03% | 8.28% | 2.20% | 13.60% | -28.73% | -0.33 | 0.04% |
| Roger Gibson Five Asset Portfolio | 6.27% | 5.54% | 2.17% | 12.01% | -27.82% | -0.22 | 0.22% |
| Scott Burns Couch Portfolio | 5.48% | 6.99% | 4.16% | 9.20% | -19.76% | -0.52 | 0.11% |
| Scott Burns Margaritaville Portfolio | 6.88% | 6.30% | 3.71% | 11.33% | -23.92% | -0.41 | 0.10% |
| Second Grader's Starter Portfolio | 8.26% | 9.01% | 2.05% | 15.39% | -31.07% | -0.31 | 0.04% |
| Simple Path to Wealth Portfolio | 7.16% | 9.74% | 1.84% | 13.36% | -26.82% | -0.38 | 0.03% |