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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
123 | Ka Kit Wong | 27.60% | 45.52% | 0.49% | 0.00% | ||||||||||
Rick's Simple 3 | Pathikrit Bhowmick | 11.67% | 8.58% | 3.22% | 0.49% | ||||||||||
FAAMNG | Wayne | 41.11% | 34.37% | 0.28% | 0.00% | ||||||||||
BOND + SOXS | yohei ohyama | -27.66% | -33.86% | 5.93% | 0.78% | ||||||||||
FAAMNGP | Wayne | 37.06% | 33.80% | 0.24% | 0.00% | ||||||||||
CRU | Cyan Reef | -14.09% | — | — | — | ||||||||||
Optimal Retirement Portfolio | peter mchugh | 18.32% | 12.64% | 2.19% | 0.24% | ||||||||||
FANS | Conroy Chan | 83.85% | 41.91% | 0.14% | 0.00% | ||||||||||
BB Portfolio | Bob Brattinga | 15.07% | — | 2.21% | 0.16% | ||||||||||
LUBIN | Lubin Izquierdo | 13.83% | — | 2.99% | 0.22% | ||||||||||
SCHD vs JEPI | Ethan Kim | 12.38% | — | 5.25% | 0.20% | ||||||||||
NVDA+AVGO+MSFT+SCHD+401k | waubuffet | 24.63% | 21.25% | 1.73% | 0.04% | ||||||||||
Longtime Investment (Large&Mid-Cap) | Worapod | 62.70% | 34.91% | 0.49% | 0.00% | ||||||||||
TQQQ/TMF | User1129 | 16.17% | 18.40% | 1.68% | 1.02% | ||||||||||
Model Portfolio (50/50 VGT/VOO) | Conrad Burrell | 17.91% | 16.52% | 0.97% | 0.06% | ||||||||||
VGT | Daniel | 16.75% | 20.04% | 0.66% | 0.10% | ||||||||||
HFEA | User1129 | 25.21% | 14.67% | 1.28% | 1.00% | ||||||||||
Weird | Daniel | 13.63% | 9.83% | 2.10% | 0.11% | ||||||||||
VOO/VXUS/VUG | Marcos Queiroz | 13.89% | 11.40% | 1.49% | 0.11% | ||||||||||
Candiates | Shichao Wu | 16.17% | 26.71% | 0.83% | 0.00% |
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).
Loading data...
5 Years