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 tools and resources that empower everyday people to achieve their financial goals while enjoying the journey.
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Investing Philosophy




A well-designed portfolio will grow and protect your money without your constant attention so that you can focus your energy on the things in life that truly matter.
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Data-Driven Principles
A faith not tested cannot be trusted
The interactive tools run thorough tests on all types of asset allocations so that diligent savers can invest with confidence.
A picture is worth a thousand calculations
The data presentation uses clear visualizations that illustrate the best and worst times for any portfolio all in a single image.
Not all investments are created equal
The research offers a wide variety of unique assets and automatically translates the numbers to local currency and inflation.
How the Perspective is Unique
Rather than promoting a single portfolio for all investors, Portfolio Charts meticulously tracks many important metrics so that you can discover the best asset allocation for your personal needs. If you’re looking for a neutral investing resource with thorough data and no ulterior motives, you’ve come to the right place.
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