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Пользовательские портфели


ПользовательНазвание портфеляДох-ть с нач. г.Дох-ть за 10 летДив. дох-тьВол-ть за 10 летМакс. просадкаКоэф-т ШарпаКомиссия
3 of a KIND- 1/3 of QQQ/VIG/JEPI portfolio Moderate INCOME + GROWTH with good tracking with SPY!)4.84%13.27%4.73%16.77%-22.68%-0.140.20%
Облигэйшэн7.21%12.27%0.00%35.62%-71.72%-0.560.00%
пробный7.13%6.69%2.16%18.06%-29.91%-0.290.07%
Agriculture & Nutrition2.33%15.72%2.12%21.42%-33.84%0.490.00%
Anantha SIP Portfolio6.05%7.68%2.15%17.27%-35.11%-0.170.21%
BEST TRACKING with 2 of a Kind BALANCED JEPI/QQQ-50/50 HI income + Growth6.13%12.55%6.14%17.48%-23.99%-0.200.28%
Carbon Credits7.10%23.11%10.85%48.15%-46.53%-0.100.77%
Climate5.94%24.73%0.51%37.67%-57.65%1.000.14%
Climate Impact10.65%10.42%1.48%27.27%-26.50%0.620.00%
Core Portfolio1.84%23.79%1.82%17.39%-29.69%0.430.01%
Current Book3.86%-0.22%0.49%8.01%-18.35%-0.150.04%
DaoFund14.48%9.67%6.84%11.96%-16.44%0.100.53%
Dirty Harry Portfolio20.94%28.60%2.13%24.35%-59.05%-0.460.62%
Diversity & Inclusion4.92%18.02%1.93%17.46%-28.15%0.030.00%
EarthFund-12.18%-5.99%0.58%25.39%-76.35%1.220.88%
Future Health17.84%8.51%1.34%33.66%-48.23%-0.380.00%
Future Health0.25%20.70%0.88%19.33%-25.98%0.760.00%
GLOBAL X MONTHLY5.11%14.98%4.94%13.95%-16.17%0.010.26%
Graham's Bitcoin Portfolio11.12%22.20%0.40%19.62%-50.50%0.050.01%
Leveraged momentum portfolio12.10%16.07%27.38%-48.05%-0.53
LUBIN6.46%13.56%3.35%11.85%-19.11%0.050.22%
Melon 202310.38%-5.24%3.43%15.50%-29.15%-0.420.14%
Momentum 60/40 portfolio5.51%8.03%14.66%-29.36%-0.37
MY FAVORITE…JEPI/QQQ-65/35 HIGHEST income + growth4.58%12.92%7.77%15.39%-20.62%-0.100.30%
Non Stock Portfolio3.09%4.03%2.13%8.98%-19.54%0.140.46%
Ocean Health3.80%17.86%0.85%24.96%-40.28%0.280.00%
Ocean Health4.40%33.45%3.15%35.51%-49.28%0.670.00%
Portfolio 80/20 Ireland Funds6.43%7.43%15.72%-27.53%-0.390.12%
Portfolio Diversificado ETF 15.96%10.34%3.68%14.04%-27.91%0.160.32%
Portfolio v1.011.12%23.01%1.11%20.44%-33.55%0.200.15%
Portfolio V2.014.68%16.92%1.20%21.13%-36.43%0.270.20%
Renewable Energy15.05%-4.19%1.21%42.14%-40.59%0.720.00%
Roth IRA Growth4.11%11.07%3.21%16.96%-20.97%-0.090.09%
Roth IRA Retirement 2.57%11.68%6.20%14.78%-17.53%0.040.18%
SA Portfolio14.96%17.19%0.76%28.19%-53.95%0.790.04%
TEST4.63%12.08%0.12%40.61%-63.25%0.850.00%
TomFidelityONE10.16%6.70%3.56%20.94%-28.75%-0.280.12%
TotalInvest 6.74%11.05%2.40%15.56%-31.90%-0.260.07%
TQQQ main10.81%19.81%1.68%26.64%-43.61%-0.350.45%
Vanguard Funds6.81%7.28%2.14%13.66%-27.68%-0.280.06%
Water Resources4.84%13.29%1.18%23.00%-37.66%0.280.00%

График отношения риска к доходности

График отношения риска к доходности позволяет легко сравнивать ленивые портфели между собой. Он отображает доходность портфеля в годовом выражении на одной оси и риск (волатильность) на другой. При сравнении нескольких портфелей предпочтение обычно отдается тому, который имеет более высокую доходность при более низкой волатильности (обозначены на графике зеленым цветом).

5%10%15%20%25%30%35%40%45%50%Волатильность в годовом выражении-10%0%10%20%30%40%50%Доходность в годовом выражении