Happy New Year!

The rolling of one year to another is an annual ritual full of champagne, fireworks, and overall good times. But far beyond the resolutions that may or may not last, January 1st is a particularly important date for me as it means there’s another year of data to collect, process, and study. And make no mistake, this is no ordinary year. With 2019 now in the books, Portfolio Charts can finally lay claim to a full 50 years of portfolio history!

I figure a landmark that big deserves something special to mark the occasion, so I’m excited to roll out something I’ve been working on for a very long time. Data depth is nice, but the thing that really sets Portfolio Charts apart is the breadth of asset options and the number of home countries covered. So in addition to adding that 50th year of history, I think it’s time to share my latest creation and truly open the numerical floodgates.

What if I told you I’m doubling the number of home countries, adding new assets like European stocks and a bunch of new bond options, and completely reworking every tool to unlock countless additional portfolio possibilities?

Interested? Of course you are! So let’s start 2020 with a bang.

Happy Holidays!

It has been a terrific year both for me personally and also for Portfolio Charts, and I hope you feel as blessed as I do. I’ve been frantically working behind the scenes for the last several weeks preparing for some exciting new features for the New Year, so in lieu of a lengthy new post I thought I might celebrate the holiday season by sharing a few of the most popular Portfolio Charts articles from the past year.

If you’re new to the site and are interested in a quick rundown of what it’s all about, look no further! And if you’re a veteran reader looking for a good article to share with friends and family to help them think about investing from a new perspective, I’ve got your back. Without further ado, here are the top-5 most popular articles of the year by pageviews sorted in chronological order.

I wouldn’t exactly call myself a minimalist, but I’ve definitely come to appreciate the measurable mental, physical, and financial benefits of not having to deal with so much stuff. And as you might imagine, I’m also a big fan of data when more is almost always better. So when those two worlds collide interesting things are bound to happen.

Over the past week you may have noticed a few changes here at Portfolio Charts. The most significant is how the articles are sorted, as the old Discussion section has given way to the new Insights page with a fancy new look. There’s a lot more going on behind the scenes beyond a pretty new interface, so let’s talk briefly about how it works and what it means for the future.

Innovation and progress often come in waves, and for whatever reason the stars have aligned the past few months and it has been an incredible time for new ideas. Between the necessity of a few design problems, the learning process of my own experiments, and the inspiration of an assortment of well-timed serendipitous feedback, things have really escalated quickly and I have some exciting new updates to share.

It has been a hectic week at Portfolio Charts, and if you haven’t visited recently you’ll find a pretty significant update that should keep you busy for a while. Portfolios are what we’re all here for, but any good chef knows that even the best recipe won’t get you very far if you don’t understand how to select the right ingredients. So who wants to learn more about assets?

The New Year may already be a few weeks old, but from my perspective 2019 is just getting started. It’s new data time! And this year I have an extra surprise, as not only do I have another year of portfolio results to share but I’ve also designed a much improved way to navigate all the different asset options. So let’s all raise a glass to portfolio returns of years past and get this party started.

Anyone regularly using the site the past few days probably experienced quite the show watching new content appear, disappear, and change by the hour.  No, you weren’t imagining things — you simply had a nice front-row seat to a pretty large site overhaul.  Thanks for your patience!  The project is done, and I hope you like the results. 

I always appreciate it when people take the time to write to offer their feedback on Portfolio Charts.  The thanks keep me going through the occasional drudgery, the corrections keep me honest, and the suggestions keep the entire exercise fresh and relevant.  The combination of all that feedback with my constant creative processing makes the site a personal passion of mine that I hope you enjoy reading and using just as much as I do writing and creating.  I’ve long felt like I owe you all a reward of some sort for your great ideas, and today I’m here to deliver.

Since I started Portfolio Charts several years ago, by far the most common request I’ve received is the ability to enter data in one place and have it carry over into each calculator.  I just want you to know that I listened.  While it took a long time to try lots of different ideas and fail plenty of times along the way, you asked the right guy with the right mix of creativity and pure stubbornness to power through the problem.  So while you may notice lots of things have changed on the site recently, let’s cut to the chase and get to the really cool part — the My Portfolio tool.