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. 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.

About Me /// Contact /// Support

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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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 investing your life savings, don’t settle.

Find a portfolio to love 💕

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