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
s
siena
Joined Nov 19, 2024
Portfolios
0
Screeners
0
Discussions
0
Show
All portfolios
Show
Sort By
Views
Sort By
High to low
Low to high
keep it simple stupid
231 views
Return
-14%
YTD
Rank
71%
Average
Static Portfolio
6 positions
Jan 25, 2025
25 year old's retirement fund
192 views
Return
11%
YTD
Rank
97%
Top
Static Portfolio
7 positions
Mar 10, 2025
an oversimplified but good portfolio
56 views
Return
-7%
YTD
Rank
81%
Top
Static Portfolio
3 positions
Mar 10, 2025
a portfolio for my mom
29 views
Return
1%
YTD
Rank
89%
Top
Static Portfolio
13 positions
Mar 19, 2025
401k
5 views
Return
-6%
YTD
Rank
41%
Average
Static Portfolio
3 positions
Mar 24, 2025
1
