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.

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Guiding Principles


A picture is worth a thousand calculations

The interactive tools make mountains of numbers easy to understand by using simple but sophisticated visualizations that illustrate both the best and worst times for any portfolio all in a single image. 

/// How the Charts Are Different /// 

Not all stocks and bonds are created equal

The underlying research actively fights data availability bias by offering deep historical records for a wide variety of unique index choices and automatically translating the numbers to local currency and inflation.

/// Where the Data Comes From ///

Trustworthy data with no hidden agenda

Portfolio Charts is a personal project by an investor just like you, and it’s completely free with no ads or sales pitches. The only money I receive is from the generous donations of people who find it valuable.

/// Support Portfolio Charts ///

Research Topics


DIY Investing

Passive investing benefits

Famous portfolios

Index funds

Accumulation

Efficient diversification

Planning for life goals

Financial independence

Uncertainty

Historical backtesting

Projection accuracy

Conservative returns

Asset Education

Understanding cash

Size & value factors

Bond convexity

Retirement

Safe withdrawal rates

Perpetual withdrawal rates

Spending strategies

Risk Management

Recession-proof portfolios

Quantifying investing pain

Minimizing drawdowns

When choosing how to invest your life savings, don’t settle.

Find a portfolio to love

/// Get Started ///

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CONTACT

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/// More Info ///

About The Author

I’m a regular investor just like you

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