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.
Want a spreadsheet download, an investing book, or a cool piece of portfolio gear? Check out the new and improved Supplies section.
Smart Investing Made Simple
Find a portfolio to love
Financial success is about so much more than stressing over markets.
A well-designed portfolio will grow and protect your money without your constant attention so that you can focus your energy on the things in life that truly matter.
/// How to Manage Your Own Portfolio ///
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.
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.
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.
How the Perspective is Unique
Portfolio Charts illustrates the benefits of index investing as a means of managing your money with low costs and minimum effort. But rather than pushing a single solution for all people or promoting generic rules of thumb, it meticulously charts all kinds of important metrics to help you discover the best portfolio for your personal needs.
It is based on great research, but it won’t beat you over the head with theory or waste your time with a sales pitch. With an emphasis on simplicity, clarity, and rich visuals, it’s all about creating an environment for good data to speak for itself.
If you’ve ever sought to learn how to invest but wanted a neutral resource that has no motivation to push you into a certain portfolio, you’ve come to the right place.
What You Can Accomplish
⬥ Study popular asset allocations created by respected professionals. /// Portfolios
⬥ Model your portfolio ideas with flexible and powerful analysis tools. /// Charts
⬥ Learn how to benefit from simple but sophisticated investing concepts. /// Insights
⬥ Find useful and fun products designed for DIY investors like you. /// Supplies
All with one goal in mind…
Find a portfolio to love
Support the Cause
Portfolio Charts is a personal project by one dedicated investor, and it is solely funded by the contributions of happy readers. If you learn something new and feel compelled to give back, there are several ways to contribute. You’ll help pay it forward to other growing investors and can collect some cool stuff in the process.