Portfolio Charts explores practical worldwide index investing strategies using intuitive charts and real-world examples that look beyond the raw numbers. It is a labor of love by an individual investor just like you, and my mission is to provide free resources that empower everyday people to achieve their financial goals while enjoying the journey.
Overview /// Where to Start /// About Me
New Year, New Data 🎉
The preliminary 2025 data is out! Check out your favorite asset allocation in the Portfolios and Charts to see how it performed last year.
Portfolio Charts
Vivid tools to help DIY investors find a portfolio to love
Purposeful Philosophy
Low cost. Minimum effort. High satisfaction.
A well-designed portfolio will grow and protect your money on autopilot so that you can focus your time and energy on the things in life that truly matter.
Data-Driven Principles
A faith not tested cannot be trusted
Like engineers who test a parachute extensively to establish trust before jumping, the tools run thorough tests on all types of portfolios so that diligent savers can invest with confidence.
Artful Sensibility
A picture is worth a thousand calculations
Raw numbers are only as valuable as your ability to understand their impact. The presentation uses unique charts that highlight specific goals and show the best and worst outcomes all in a single image.
Global Perspective
The investing world is a big place
Too much investing research is written from the perspective of US investors buying old-school stocks and bonds. Portfolio Charts studies a wide variety of modern assets and translates the numbers to the inflation and currency of many different countries.
Trustworthy Approach
Good data with no ulterior motives
- Free professional-grade portfolio research
- Unbiased analysis of different investing ideas
- No ads, affiliate links, or personal data collection
/// How to Manage Your Own Portfolio ///
Where to Start
About the Author
Portfolio Charts is run by one creative mechanical engineer with a passion for DIY investing. I’m a visual thinker who appreciates the stories that well-presented data can tell, and I’m happy to share what I’ve learned. You can call me Tyler.
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