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 on autopilot so that you can focus your time and energy on the things in life that truly matter.
/// How to Manage Your Own Portfolio ///
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.
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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.
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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.
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Research Topics
When investing your life savings, don’t settle.
