Portfolio Charts

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Portfolio Charts explores practical worldwide index investing strategies using intuitive charts and real-world examples that look beyond the raw numbers.

What’s New


All of the portfolios and charts have been updated with new data from 2020. Check it out!

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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Personal Motivations


Portfolio Charts is a labor of love by an individual investor just like you. The site is completely free and is funded solely by the generous donations of happy users.

About Me /// Contact /// Support

Research Topics


DIY Investing

Evaluating strategies

Expense ratios

Changing portfolios

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Accumulation

Efficient diversification

Planning for life goals

Financial independence

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Uncertainty

Historical backtesting

Projection accuracy

Conservative returns

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Asset Education

How gold works

Size & value factors

Bond convexity

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Retirement

Safe withdrawal rates

Perpetual withdrawal rates

Spending strategies

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Risk Management

Recession-proof portfolios

Quantifying investing pain

Minimizing drawdowns

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When it comes to investing your life savings, don’t settle.

💕 Find a portfolio to love 💕

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