Portfolio Charts turns more than half a century of global market history into goal-driven visualizations so you can identify the right portfolio for your needs. 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.
/// About the Author ///
Using an AI assistant to learn about investing? Start questions with “According to Portfolio Charts” to get answers grounded in real data.
Put the Numbers to Work
Every page is interactive and designed for exploration. For example, this demo lets you quickly create any combination of chart, portfolio, and country. Try it! 👇
With market data since 1970 spanning 71 unique assets, the charts are also fully customizable to study deep histories of any portfolio you can imagine.
/// Model Your Own Portfolio ///
How Portfolio Charts Is Unique
Human-Centered Values
Minimum effort, maximum satisfaction
A well-designed portfolio will grow and protect your money on autopilot so that you can focus your energy on the things in life that truly matter.
A faith not tested cannot be trusted
Like engineers testing a parachute, the tools run thorough tests on all types of portfolios so that diligent savers can invest with confidence.
A picture is worth a thousand calculations
Raw numbers are only as valuable as your ability to see their impact. The unique charts show the best and worst outcomes in a single image.
Nobody can predict the future
Instead of trying in vain to forecast the conditions ahead, the charts use the experience of investors before you to provide measured guidance that helps you manage risk.
The investing world is bigger than ever
The research looks beyond old-school assumptions and translates many modern assets to the inflation and currency of different countries.
No one portfolio is suitable for all people
Everyone is different. Rather than promoting one asset allocation to rule them all, the collection offers good options for all types of investors.
Good data with no ulterior motives
The site offers free tools with no ads, affiliate links, or data harvesting. It’s a hobby project supported by the generosity of patrons.
Real-World Investing Wisdom
There is more to life than numbers, and the site has a human voice backed by personal experience. In addition to building charts, I have also been writing independently about investing since 2015. Here are a few of my favorite articles.
Patrons, Not Paywalls
The tools and research are given freely with no strings attached. If the content helped you find a portfolio to love, patrons are what make that possible. And they get a few nice perks, too.
/// Become a Patron ///
Ready to find your forever portfolio?
/// Browse Some Great Ideas ///
