Tools
Performance Analysis
Portfolio Analysis
Portfolio Performance
Stock Comparison
Sharpe Ratio
Martin Ratio
Treynor Ratio
Sortino Ratio
Omega Ratio
Calmar Ratio
Summers Ratio
Risk Analysis
Drawdowns
Expected Shortfall
Ulcer Index
Value at Risk
Close-to-Close Volatility
Parkinson Volatility
Garman Klass Volatility
Rogers-Satchell Volatility
Yang Zhang Volatility
Optimization
Asset Correlations
Portfolio Optimization
Risk Parity Optimization
Hierarchical Risk Parity (HRP) Optimization
Factor Model
Alpha
Beta
Portfolios
Lazy Portfolios
User Portfolios
Screeners
ETF Screener
Fund Screener
Stock Screener
Discussions
DW
Dan Williamson
Joined Feb 8, 2024
Portfolios
0
Screeners
0
Discussions
0
Show
All portfolios
Show
Sort By
Views
Sort By
High to low
Low to high
Rollover IRA
310 views
Return
-6%
YTD
Rank
64%
Average
Static Portfolio
2 positions
Feb 13, 2024
Rollover IRA 2
76 views
Return
-6%
YTD
Rank
65%
Average
Static Portfolio
3 positions
Mar 25, 2024
Rollover IRA 3
45 views
Return
-6%
YTD
Rank
57%
Average
Static Portfolio
2 positions
Oct 22, 2024
Roth IRA
38 views
Return
-8%
YTD
Rank
24%
Bottom
Static Portfolio
2 positions
Mar 11, 2024
Rollover IRA 5
29 views
Return
-7%
YTD
Rank
59%
Average
Static Portfolio
2 positions
Apr 16, 2024
After Tax
10 views
Return
-6%
YTD
Rank
28%
Average
Static Portfolio
1 position
Mar 11, 2024
Rollover IRA 3 (balance funds)
10 views
Return
-5%
YTD
Rank
33%
Average
Static Portfolio
3 positions
Nov 21, 2024
Rollover IRA 4
5 views
Return
-5%
YTD
Rank
66%
Average
Static Portfolio
3 positions
Jan 17, 2025
AOR
4 views
Return
-2%
YTD
Rank
68%
Average
Static Portfolio
1 position
Nov 20, 2024
portfolio stuff 2
3 views
Return
-7%
YTD
Rank
13%
Bottom
Static Portfolio
1 position
Nov 20, 2024
Rollover (Vanguard)
3 views
Return
-4%
YTD
Rank
66%
Average
Static Portfolio
3 positions
Feb 12, 2025
1
