PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Risk Analysis
Optimization
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Screeners
Discussions
CL
Casey LouLou

Joined Jan 22, 2024

Portfolios
0
Screeners
0
Discussions
0
Passive Income
325 views

Return

-5%
YTD

Rank

55%
Average
Static Portfolio
15 positions
Apr 1, 2024
Divs
165 views

Return

6%
YTD

Rank

88%
Top
Static Portfolio
13 positions
Apr 12, 2024
Dad's IRA rebalanced simpler
164 views

Return

-4%
YTD

Rank

73%
Average
Static Portfolio
8 positions
Jan 23, 2024
AB 401k current
105 views

Return

-7%
YTD

Rank

61%
Average
Static Portfolio
8 positions
Jan 25, 2024
Dividends and short term
65 views

Return

-0%
YTD

Rank

89%
Top
Static Portfolio
14 positions
Feb 28, 2024
test
33 views

Return

-8%
YTD

Rank

42%
Average
Static Portfolio
9 positions
Feb 15, 2024
HSA Rebalanced
26 views

Return

-4%
YTD

Rank

73%
Average
Static Portfolio
2 positions
Jan 23, 2024
Roth, 401k, Trust no bonds
25 views

Return

-10%
YTD

Rank

45%
Average
Static Portfolio
12 positions
Jan 22, 2024
Irr Trust
24 views

Return

-11%
YTD

Rank

28%
Average
Static Portfolio
2 positions
Jan 26, 2024
RevT Tax free bonds
22 views

Return

-1%
YTD

Rank

45%
Average
Static Portfolio
4 positions
Jan 24, 2024
Bond funds
18 views

Return

2%
YTD

Rank

92%
Top
Static Portfolio
7 positions
Mar 18, 2024
All Accounts AB
16 views

Return

-14%
YTD

Rank

7%
Bottom
Static Portfolio
15 positions
Mar 20, 2024
Dividend funds
14 views

Return

-3%
YTD

Rank

60%
Average
Static Portfolio
3 positions
Mar 18, 2024
Bad funds
13 views

Return

2%
YTD

Rank

68%
Average
Static Portfolio
6 positions
Feb 2, 2024
Dividend growth
11 views

Return

-0%
YTD

Rank

69%
Average
Static Portfolio
3 positions
Mar 29, 2024
Dad's Edge
10 views

Return

-21%
YTD

Rank

22%
Bottom
Static Portfolio
2 positions
Jan 24, 2024
ML Simple
9 views

Return

-3%
YTD

Rank

69%
Average
Static Portfolio
3 positions
Feb 29, 2024
Dad's IRA rebalanced MM instead of bonds
9 views

Return

-4%
YTD

Rank

66%
Average
Static Portfolio
7 positions
Feb 29, 2024
HSA
8 views

Return

-3%
YTD

Rank

69%
Average
Static Portfolio
6 positions
Jan 23, 2024
Dad's IRA rebalanced
8 views

Return

-5%
YTD

Rank

70%
Average
Static Portfolio
6 positions
Jan 29, 2024
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Risk Analysis
DrawdownsExpected ShortfallUlcer IndexValue at RiskClose-to-Close VolatilityParkinson VolatilityGarman Klass VolatilityRogers-Satchell VolatilityYang Zhang Volatility
Optimization
Asset CorrelationsPortfolio OptimizationRisk Parity OptimizationHierarchical Risk Parity (HRP) Optimization
Factor Model
AlphaBeta
Portfolios
Lazy PortfoliosUser Portfolios
Screeners
ETF ScreenerFund ScreenerStock Screener
Community
Discussions

Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio

DrawdownsExpected ShortfallUlcer IndexValue at RiskClose-to-Close VolatilityParkinson VolatilityGarman Klass VolatilityRogers-Satchell VolatilityYang Zhang Volatility

Asset CorrelationsPortfolio OptimizationRisk Parity OptimizationHierarchical Risk Parity (HRP) Optimization

AlphaBeta

Lazy PortfoliosUser Portfolios

ETF ScreenerFund ScreenerStock Screener

Discussions
Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Privacy PolicyTerms of ServiceAboutAffiliate Program

Copyright © 2025 PortfoliosLab