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
AB
Adrienne B
Joined Aug 19, 2024
Portfolios
0
Screeners
0
Discussions
0
Show
All portfolios
Show
Sort By
Views
Sort By
High to low
Low to high
Optimized early retirement
125 views
Return
14%
YTD
Rank
64%
Average
Static Portfolio
8 positions
Oct 6, 2024
Bond funds
45 views
Return
1%
YTD
Rank
10%
Bottom
Static Portfolio
15 positions
Aug 29, 2024
Quality
40 views
Return
25%
YTD
Rank
85%
Top
Static Portfolio
9 positions
Oct 30, 2024
Dividend Growth
29 views
Return
19%
YTD
Rank
74%
Average
Static Portfolio
3 positions
Aug 19, 2024
Growth
21 views
Return
30%
YTD
Rank
48%
Average
Static Portfolio
7 positions
Oct 18, 2024
International ETFs
19 views
Return
5%
YTD
Rank
11%
Bottom
Static Portfolio
10 positions
Sep 13, 2024
NTSX
19 views
Return
23%
YTD
Rank
54%
Average
Static Portfolio
3 positions
Oct 20, 2024
Value vs. Dividends
18 views
Return
20%
YTD
Rank
77%
Top
Static Portfolio
7 positions
Oct 18, 2024
Consumer ETF's
9 views
Return
21%
YTD
Rank
63%
Average
Static Portfolio
3 positions
Sep 17, 2024
Income
7 views
Return
20%
YTD
Rank
66%
Average
Static Portfolio
3 positions
Aug 26, 2024
International
4 views
Return
7%
YTD
Rank
11%
Bottom
Static Portfolio
9 positions
Oct 16, 2024
Small Cap Value
2 views
Return
16%
YTD
Rank
29%
Average
Static Portfolio
4 positions
Oct 11, 2024
CA tax free bond funds and ETFs
2 views
Return
2%
YTD
Rank
24%
Bottom
Static Portfolio
4 positions
Aug 27, 2024
TIPS
1 view
Return
4%
YTD
Rank
69%
Average
Static Portfolio
4 positions
Sep 26, 2024
1
