Пользовательские портфели
| Пользователь | 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 |
|---|---|---|---|---|---|---|---|---|
| 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% | -0.14 | 0.20% | |
| Облигэйшэн | 7.21% | 12.27% | 0.00% | 35.62% | -71.72% | -0.56 | 0.00% | |
| пробный | 7.13% | 6.69% | 2.16% | 18.06% | -29.91% | -0.29 | 0.07% | |
| Agriculture & Nutrition | 2.33% | 15.72% | 2.12% | 21.42% | -33.84% | 0.49 | 0.00% | |
| Anantha SIP Portfolio | 6.05% | 7.68% | 2.15% | 17.27% | -35.11% | -0.17 | 0.21% | |
| BEST TRACKING with 2 of a Kind BALANCED JEPI/QQQ-50/50 HI income + Growth | 6.13% | 12.55% | 6.14% | 17.48% | -23.99% | -0.20 | 0.28% | |
| Carbon Credits | 7.10% | 23.11% | 10.85% | 48.15% | -46.53% | -0.10 | 0.77% | |
| Climate | 5.94% | 24.73% | 0.51% | 37.67% | -57.65% | 1.00 | 0.14% | |
| Climate Impact | 10.65% | 10.42% | 1.48% | 27.27% | -26.50% | 0.62 | 0.00% | |
| Core Portfolio | 1.84% | 23.79% | 1.82% | 17.39% | -29.69% | 0.43 | 0.01% | |
| Current Book | 3.86% | -0.22% | 0.49% | 8.01% | -18.35% | -0.15 | 0.04% | |
| DaoFund1 | 4.48% | 9.67% | 6.84% | 11.96% | -16.44% | 0.10 | 0.53% | |
| Dirty Harry Portfolio | 20.94% | 28.60% | 2.13% | 24.35% | -59.05% | -0.46 | 0.62% | |
| Diversity & Inclusion | 4.92% | 18.02% | 1.93% | 17.46% | -28.15% | 0.03 | 0.00% | |
| EarthFund | -12.18% | -5.99% | 0.58% | 25.39% | -76.35% | 1.22 | 0.88% | |
| Future Health | 17.84% | 8.51% | 1.34% | 33.66% | -48.23% | -0.38 | 0.00% | |
| Future Health | 0.25% | 20.70% | 0.88% | 19.33% | -25.98% | 0.76 | 0.00% | |
| GLOBAL X MONTHLY | 5.11% | 14.98% | 4.94% | 13.95% | -16.17% | 0.01 | 0.26% | |
| Graham's Bitcoin Portfolio | 11.12% | 22.20% | 0.40% | 19.62% | -50.50% | 0.05 | 0.01% | |
| Leveraged momentum portfolio | 12.10% | 16.07% | 27.38% | -48.05% | -0.53 | |||
| LUBIN | 6.46% | 13.56% | 3.35% | 11.85% | -19.11% | 0.05 | 0.22% | |
| Melon 2023 | 10.38% | -5.24% | 3.43% | 15.50% | -29.15% | -0.42 | 0.14% | |
| Momentum 60/40 portfolio | 5.51% | 8.03% | 14.66% | -29.36% | -0.37 | |||
| MY FAVORITE…JEPI/QQQ-65/35 HIGHEST income + growth | 4.58% | 12.92% | 7.77% | 15.39% | -20.62% | -0.10 | 0.30% | |
| Non Stock Portfolio | 3.09% | 4.03% | 2.13% | 8.98% | -19.54% | 0.14 | 0.46% | |
| Ocean Health | 3.80% | 17.86% | 0.85% | 24.96% | -40.28% | 0.28 | 0.00% | |
| Ocean Health | 4.40% | 33.45% | 3.15% | 35.51% | -49.28% | 0.67 | 0.00% | |
| Portfolio 80/20 Ireland Funds | 6.43% | 7.43% | 15.72% | -27.53% | -0.39 | 0.12% | ||
| Portfolio Diversificado ETF 1 | 5.96% | 10.34% | 3.68% | 14.04% | -27.91% | 0.16 | 0.32% | |
| Portfolio v1.0 | 11.12% | 23.01% | 1.11% | 20.44% | -33.55% | 0.20 | 0.15% | |
| Portfolio V2.0 | 14.68% | 16.92% | 1.20% | 21.13% | -36.43% | 0.27 | 0.20% | |
| Renewable Energy | 15.05% | -4.19% | 1.21% | 42.14% | -40.59% | 0.72 | 0.00% | |
| Roth IRA Growth | 4.11% | 11.07% | 3.21% | 16.96% | -20.97% | -0.09 | 0.09% | |
| Roth IRA Retirement | 2.57% | 11.68% | 6.20% | 14.78% | -17.53% | 0.04 | 0.18% | |
| SA Portfolio | 14.96% | 17.19% | 0.76% | 28.19% | -53.95% | 0.79 | 0.04% | |
| TEST | 4.63% | 12.08% | 0.12% | 40.61% | -63.25% | 0.85 | 0.00% | |
| TomFidelityONE | 10.16% | 6.70% | 3.56% | 20.94% | -28.75% | -0.28 | 0.12% | |
| TotalInvest | 6.74% | 11.05% | 2.40% | 15.56% | -31.90% | -0.26 | 0.07% | |
| TQQQ main | 10.81% | 19.81% | 1.68% | 26.64% | -43.61% | -0.35 | 0.45% | |
| Vanguard Funds | 6.81% | 7.28% | 2.14% | 13.66% | -27.68% | -0.28 | 0.06% | |
| Water Resources | 4.84% | 13.29% | 1.18% | 23.00% | -37.66% | 0.28 | 0.00% |
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 лет