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When learning to bake a cake you first have to understand the ingredients. Portfolio Charts focuses on low-cost index funds that provide convenient exposure to a wide variety of financial assets.  Here you can learn how the assets work, find an equivalent index fund for your own portfolio, and discover how different types of funds may complement each other to create a robust strategy that is greater than the sum of its parts. 

/// About the Assets ///

Domestic


United Kingdom Stocks

AUS /// CAN /// GER /// JPN /// UK /// USA

UK-TSM

Tags: Total Stock Market, United Kingdom

International


World Stocks : The UK is ~5% of the market

WLD-TSM

Tags: Total Stock Market, World

WLD-LCB

Tags: Large Cap Blend, World

WLD-LCG

Tags: Large Cap Growth, World

WLD-LCV

Tags: Large Cap Value, World

WLD-MCB

Tags: Mid Cap Blend, World

WLD-MCG

Tags: Mid Cap Growth, World

WLD-MCV

Tags: Mid Cap Value, World

WLD-SCB

Tags: Small Cap Blend, World

WLD-SCG

Tags: Small Cap Growth, World

WLD-SCV

Tags: Small Cap Value, World

EM-TSM

Tags: Emerging Markets

Bonds


UK Gilts

UK-LT

Tags: Long Term Bonds, United Kingdom

UK-IT

Tags: Intermediate Bonds, United Kingdom

UK-ST

Tags: Short Term Bonds, United Kingdom

UK-BIL

Tags: Cash, United Kingdom

Real Assets


COM

Tags: Commodities

GLD

Tags: Gold

REIT

Tags: Real Estate
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