User Portfolios
| Portfolio Name | User | Created | YTD Return | 10Y Return | Div. Yield | 10Y Volatility | Max. Drawdown | Expense Ratio | Sharpe Ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Core Portfolio | Aaron Lively | Dec 25, 2022 | 21.02% | 23.07% | 1.76% | 17.44% | -29.69% | 0.01% | 1.59 | 2.6 | 1.3 | 3.8 | 2.2% |
| AI stocks | Portfolio Dude | Feb 6, 2023 | 85.06% | 0.61% | 32.35% | -43.94% | 0.00% | 2.21 | 3.0 | 1.4 | 4.6 | 6.9% | |
| Top 10 Sharpe Ratio based | Nimish | Apr 20, 2023 | 88.94% | 38.96% | 0.33% | 27.77% | -41.38% | 0.00% | 2.81 | 3.8 | 1.4 | 5.0 | 5.4% |
| Roth IRA Retirement | Michael Pet | Jan 7, 2023 | 7.91% | 5.33% | 13.90% | -17.54% | 0.18% | 0.44 | 0.8 | 1.1 | 0.6 | 3.0% | |
| 50/50 Stocks/Bonds | Portfolio Dude | Mar 5, 2023 | 14.43% | 7.59% | 5.69% | 10.02% | -29.37% | 0.34% | 1.65 | 2.5 | 1.3 | 2.7 | 1.8% |
| TECH | Shichao Wu | Jun 26, 2023 | 119.01% | 54.99% | 0.49% | 37.68% | -52.27% | 0.00% | 2.55 | 3.5 | 1.4 | 5.1 | 7.5% |
| Ocean Health | Cyan Reef | Oct 10, 2022 | 19.28% | 1.32% | 32.78% | -49.28% | 0.00% | 1.25 | 1.9 | 1.2 | 2.3 | 4.8% | |
| ONill | Holgert Hagen | May 18, 2023 | 62.43% | 0.32% | 35.03% | -57.73% | 0.00% | 1.98 | 2.5 | 1.3 | 2.2 | 11.9% | |
| Dividend Income TRYING TO BEAT S&P500 | cscotney | Feb 17, 2023 | -25.34% | 22.37% | 26.73% | -36.26% | 0.17% | -0.87 | -1.1 | 0.8 | -0.7 | 19.1% | |
| Rmeulstee | ricardo meulstee | May 19, 2023 | 64.69% | 26.43% | 1.27% | 26.71% | -52.25% | 0.00% | 2.08 | 2.8 | 1.3 | 3.4 | 6.1% |
| 11 Holdings | Forehand Slice | Mar 21, 2023 | 45.83% | 1.37% | 24.31% | -29.87% | 0.03% | 2.07 | 3.1 | 1.4 | 3.8 | 3.5% | |
| Carbon Credits | Cyan Reef | Oct 10, 2022 | -2.38% | 13.90% | 43.64% | -46.53% | 0.77% | 0.08 | 0.6 | 1.1 | 0.1 | 9.4% | |
| SuperTech | Zamolxis | Feb 8, 2023 | 96.92% | 1.26% | 26.69% | -46.19% | 0.00% | 3.37 | 4.6 | 1.5 | 8.7 | 3.6% | |
| Облигэйшэн | Роман Семенов | Dec 26, 2022 | 85.91% | 8.06% | 8.88% | 47.33% | -80.68% | 0.00% | 1.98 | 3.0 | 1.4 | 3.4 | 10.7% |
| GLOBAL X MONTHLY | yohei ohyama | Oct 18, 2022 | 3.42% | 5.23% | 13.25% | -16.17% | 0.26% | 0.05 | 0.2 | 1.0 | 0.1 | 4.3% | |
| Future Health | Cyan Reef | Oct 10, 2022 | -2.83% | 17.39% | 0.92% | 19.07% | -26.02% | 0.00% | -0.24 | -0.3 | 1.0 | -0.2 | 5.2% |
| Rocket Growth | George Finlay | Jul 7, 2023 | 59.17% | 0.21% | 27.67% | -41.54% | 0.44% | 2.02 | 2.5 | 1.3 | 3.0 | 6.2% | |
| 70/30 ETFs | Baummy41 | Mar 11, 2023 | 9.95% | 2.54% | 13.64% | -24.02% | 0.21% | 0.74 | 1.2 | 1.1 | 0.8 | 3.4% | |
| Portfolio v1.0 | User4669 | May 27, 2022 | 36.25% | 1.01% | 19.77% | -33.55% | 0.15% | 1.87 | 3.0 | 1.4 | 2.5 | 3.4% | |
| Suntzy gets lucky | frances | Sep 24, 2023 | 16.68% | 1.05% | 12.86% | -18.38% | 0.25% | 1.44 | 1.9 | 1.2 | 2.0 | 2.8% |
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).
Click Calculate to get results5 Years