Portfolio Charts explores practical worldwide index investing strategies using intuitive charts and real-world examples that look beyond the raw numbers
A picture is worth a thousand calculations
Asset allocation is a vitally important financial topic that too often devolves into a confusing mess of numbers that paralyzes experts and discourages new investors. Portfolio Charts cuts through the noise by offering simple but sophisticated visualization tools that illustrate both the best and worst times for any collection of assets all in a single image. By making useful portfolio data free, approachable, and understandable, my goal is to help investors of all types grow and protect their money with low stress and minimum effort.
/// How the Charts Are Different ///
Are you new to index investing? Welcome!
Consume enough financial news and you may get the impression that profitable investing requires intense research, prestigious advanced degrees, and an expensive tailored suit. But effective investing strategies don’t have to be so complicated, and I believe normal people can make great choices with the right information. Portfolio Charts will arm you with the knowledge required to select and maintain your own well-designed portfolio while allowing you to focus your energy on the things in life that matter most.
/// How to Manage Your Own Portfolio ///
Not all stocks and bonds are created equal
There are millions of investing options worldwide as diverse as you can imagine, but far too much popular portfolio advice is based on the results of only 500 companies and a single bond maturity in the United States. Stop investing your life savings based on data that doesn’t apply to you! Portfolio Charts actively fights data availability bias by collecting historical returns for a wide variety of assets in many different countries and translating the numbers to local currency and inflation.
/// An Example of Why It Matters ///
No fees, no gimmicks, no worries
The financial world is seemingly built with the sole purpose of separating you from your hard-earned savings, so it’s understandable if you’re naturally skeptical of any public resource that talks about money. Portfolio Charts is a personal project by an individual investor just like you, and it’s completely free. My motivation is simply to provide useful information that helps people make informed choices.
/// About the Author ///
Take charge of your financial future
Selecting a portfolio is an important step towards achieving your personal life goals. So stop blindly chasing returns and start thinking strategically. Empower yourself to succeed!