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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mom's Merrill Managed ETF's in the IRA | DJD | 14.87% | 12.59% | 0.90% | 0.38% | ||||||||||
| Stock | LadyJay | 9.27% | 13.38% | 1.97% | 0.02% | ||||||||||
| vanguard4 | mick | 17.56% | 10.07% | 1.47% | 0.24% | ||||||||||
| IB CLA | Claudio | 15.07% | — | 1.91% | 0.10% | ||||||||||
| High Octane | Robert Albrecht | 66.69% | — | 0.54% | 0.00% | ||||||||||
| TSX/S&P500 | Miranda | -20.40% | -20.35% | 6.17% | 0.63% | ||||||||||
| 8 ETFs + BTC | A X | 28.05% | 27.91% | 0.50% | 0.19% | ||||||||||
| CASH | Sudarshan Srirangapatanam | 4.21% | 1.81% | 5.52% | 0.16% | ||||||||||
| My portfolio | Elliot Winkler | 14.17% | 8.46% | 1.68% | 0.15% | ||||||||||
| Apple | Carlos Valera | 18.61% | — | — | — | ||||||||||
| Compare Performance | LJD | 3.07% | 4.67% | 4.27% | 0.50% | ||||||||||
| 2024 v3 | Mike | 15.82% | — | 1.54% | 0.10% | ||||||||||
| Middle Risk Invest by Chat GPT | Пропущенный_поцелуй_от_бати | 10.44% | — | 2.00% | 0.00% | ||||||||||
| fngu_idea | Doug | 30.63% | — | 0.29% | 0.00% | ||||||||||
| RetX1 | vlad votiacov | 35.58% | — | 2.00% | 0.15% | ||||||||||
| HEDGEFUNDIE 3x | F | 26.69% | 14.96% | 1.25% | 1.00% | ||||||||||
| leverage+ non leverage | User4025 | 35.55% | — | 0.51% | 0.59% | ||||||||||
| DCA | Andrii Ovcharenko | 29.59% | 29.11% | 0.24% | 0.95% | ||||||||||
| Total Stock Market | Wayne | 19.49% | 12.63% | 1.02% | 0.03% | ||||||||||
| June 2023 | Itai | 13.00% | 8.67% | 2.16% | 0.11% |
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