User Portfolios
| Portfolio Name | User | YTD Return | 10Y Return (Annualized) | Dividend Yield | 10Y Volatility | Performance Rank | Max. Drawdown | Current Drawdown | Expense Ratio | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity income | gus ozag | 8.00% | — | 12.81% | 0.10% | ||||||||||
| Task | Baghirov Farid | 20.05% | 13.01% | 1.20% | 0.06% | ||||||||||
| LOW+AVGO+MSFT+VOO+401k | waubuffet | 22.34% | 18.49% | 1.44% | 0.04% | ||||||||||
| Cloud and AI | cr4xx | 29.03% | — | 0.46% | 0.00% | ||||||||||
| SCHD/SCHG/VIG | Kyle Sochacki | 18.68% | 13.49% | 1.54% | 0.05% | ||||||||||
| BEST OF BEST TOP 20 | sam tun | 42.85% | 42.97% | 0.47% | 0.07% | ||||||||||
| SCHG | B | 25.06% | 16.38% | 0.32% | 0.04% | ||||||||||
| RBG concentrated - Tech + Energy + Core ETF 2024 Q1 | Ryan G. | 14.08% | 17.64% | 3.99% | 0.00% | ||||||||||
| TQQQ/TMF/UGL/ASFYX/BTC | User1129 | 28.12% | 32.72% | 0.82% | 0.89% | ||||||||||
| SCHD/VYM/VIG | Kyle Sochacki | 15.20% | 11.41% | 2.36% | 0.06% | ||||||||||
| ANDY 5 | Andy Richard | 48.99% | 36.09% | 0.24% | 0.00% | ||||||||||
| Interactive broker | Johnny Lopes | 17.31% | — | — | — | ||||||||||
| Future Growth | JCamp | 16.30% | — | 0.94% | 0.33% | ||||||||||
| Merrill Portfolio | User2781 | 19.74% | 12.64% | 0.93% | 0.03% | ||||||||||
| 20240810 | Ninepin Lu | — | — | 0.99% | 0.27% | ||||||||||
| SPY | r miller | 14.97% | — | 2.06% | 0.08% | ||||||||||
| 10 years Out | James Baker | 10.72% | — | 35.02% | 0.52% | ||||||||||
| World + Ex US Dev tilt and towards Europe | Dave Colley | 15.56% | 8.48% | 2.07% | 0.07% | ||||||||||
| Direct | amolak grewal | 31.60% | 36.80% | 0.38% | 0.00% | ||||||||||
| Crisis=Opportunity - Portfolio under Construction | AndreasReiser | 21.37% | — | 0.20% | 0.24% |
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).
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5 Years