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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What’s New
- Check out the new Portfolio Charts Discord!
Investing Philosophy
A well-designed portfolio will grow and protect your money without your constant attention so that you can focus your time and energy on the things in life that truly matter.
/// Put Your Portfolio on Autopilot and Enjoy the Ride ///
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.
Find a Portfolio to Love
| ⬥ Study popular asset allocations created by respected professionals. | Portfolios |
| ⬥ Model your portfolio ideas with flexible and powerful analysis tools. | Charts |
| ⬥ Learn how to benefit from simple but sophisticated investing concepts. | Insights |
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