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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

๐Ÿ‡ธ๐Ÿ‡ช ๐Ÿ‡ช๐Ÿ‡ธ ๐Ÿ‡ซ๐Ÿ‡ท ๐Ÿ‡ฏ๐Ÿ‡ต ๐Ÿ‡ฎ๐Ÿ‡น ๐Ÿ‡ฉ๐Ÿ‡ช ๐Ÿ‡ณ๐Ÿ‡ฑ


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 /// 


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.

/// Where the Data Comes From ///


Independent research with no strings attached

The financial world is seemingly built with the sole purpose of separating you from your hard-earned savings, so itโ€™s understandable if youโ€™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 there are no ads, affiliate links, or data collection schemes to monetize your need for useful portfolio knowledge. Itโ€™s completely free, and the only money I receive is from the generous donations of people who find it valuable.

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About The Author

I’m a regular investor just like you

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