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User Portfolios


UserPortfolio NameYTD Return10Y ReturnDiv. Yield10Y VolatilityMax. DrawdownSharpe RatioExpense Ratio
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%
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%
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%

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to easily compare all lazy portfolios in one view using annualized return and standard deviation for the specified period. When comparing several portfolios, preference is typically given to the one that has a higher return and lower volatility (indicated on the chart in green).

5%10%15%20%25%30%35%40%45%50%Annualized Volatility-10%0%10%20%30%40%50%Annualized Return