Portfolio Screener

Discover a wide range of investment portfolios tailored to different financial objectives. Our interactive table offers sorting and filtering options, along with many quantitative metrics like returns, volatility, and risk ratios. Simplify your investment journey by exploring our curated portfolios designed for various risk profiles and investment goals.

Last update: May 16, 2025 (End of day)
Info
Score
Returns
Extremes & Wins
Risk & Volatility
Risk-Adj. Return Ratios
Trading
Name
Start Year
Finzig Score
Month-to-Date (MTD)
Year-to-Date (YTD)
10 Years (Annualized)
All Years (Annualized)
Best Year (All)
Worst Year (All)
Win Ratio (Yearly - All)
Annual Volatility (All)
Max Drawdown (All)
Longest drawdown (All)
Avg duration of major drawdown (All)
Recovery Speed (All Y)
Daily Value at Risk (95%) (All)
Expected Shortfall (cVaR) (All)
Sharpe Ratio (All)
Sortino Ratio (All)
Adjusted Sortino Ratio (All)
Calmar Ratio (All)
Omega Ratio (All)
Gain-to-Pain Ratio (All)
Tail Ratio (All)
Annual Transactions
Annual Turnover
The Magnificent Seven Portfolio201296.71%13.36%-4.09%39.29%39.33%160.98%-45.72%78.57%28.27%-49.88%590 days302 days0.19-2.78%-4.1%1.321.921.360.791.260.261.0170.2
Fantastic 4 (AI era)201293.08%14.98%1.66%39.74%36.34%137.19%-45.18%78.57%28.54%-54.15%556 days303 days0.18-2.82%-4.1%1.231.821.290.671.250.250.9740.1
Deadlift ETF202180.28%14.37%6.56%-21.94%124.33%-42.22%80%31%-46.85%598 days342 days0.17-3.11%-4.2%0.81.170.830.471.140.141.04100.2
Aim Ways Shield Strategy: World Edition197070.59%1.29%7.33%7.06%8.94%32.78%-13.57%83.93%6.1%-22.74%983 days543 days0.05-0.6%-0.99%1.442.121.50.391.330.331.1140.1
Harry Browne Permanent Portfolio192669.75%-0.04%6.15%6.02%6.66%42.9%-12.62%85%4.97%-29.63%1749 days1749 days0.05-0.49%-0.79%1.311.951.380.221.330.331.1140
Stocks Bonds Allocation II199569.42%1.33%5%7.38%8.52%22.77%-13.77%83.87%6.33%-21.92%989 days693 days0.05-0.62%-1.03%1.331.931.360.391.290.291.1360.1
20/80 US Stocks/Bonds192668.63%0.49%1.95%3.65%6.23%30.47%-14.45%90%3.29%-19.02%1360 days-0.04-0.32%-0.54%1.832.691.90.331.550.551.1520
Gyroscopic Investing Desert Portfolio192668.63%0.71%4.28%5.59%7.08%26.81%-14.48%88%3.85%-32.7%1897 days1897 days0.04-0.37%-0.62%1.772.661.880.221.450.451.1730
PISI Portfolio192668.63%0.82%4.17%5.69%7.12%27.6%-14.53%88%3.89%-32.75%1898 days1898 days0.04-0.38%-0.63%1.762.631.860.221.450.451.1640
US Stocks/Bonds 60/40 Momentum Portfolio199467.8%4.44%6.21%9.11%10.28%32.86%-21.4%81.25%11.07%-31.63%1269 days736 days0.08-1.11%-2.33%0.941.481.050.331.370.371.5720.1
Aim Ways Shield Strategy: Simplified Edition197167.22%1.84%5.95%8.9%9.91%36.91%-15.52%85.45%8.44%-24.31%1270 days599 days0.06-0.84%-1.26%1.161.681.190.411.230.231.0350.1
Stocks Bonds Allocation I199567.09%1.05%4.73%7.46%9.07%22.69%-15.25%90.32%7.3%-19.83%968 days-0.05-0.72%-1.05%1.231.791.270.461.240.241.0360.1
Aim Ways Odd-Stats Strategy199566.88%1.52%4.59%8.16%9.57%25.23%-16.25%87.1%8.3%-23.47%1002 days625 days0.06-0.82%-1.19%1.151.661.170.411.220.221.0160.1
50/50 US Stocks/Bonds192666.67%2.9%1.72%6.95%8.06%30.11%-23.08%80%5.63%-52.54%2310 days1390 days0.03-0.55%-0.97%1.3921.410.151.370.371.1120
40/60 US Stocks/Bonds192666.67%2.08%1.8%5.87%7.49%28.39%-18.88%83%4.7%-42.91%2220 days1290 days0.03-0.46%-0.8%1.542.241.580.171.420.421.1420