The Future of Portfolio Analysis Has More History Than Ever

Updates

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.

The Top Five Portfolio Charts Insights of 2019

Updates

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.

Happy Investors Enjoy Portfolio Charts With Coffee

Updates

I imagine it sounds hard to believe in today’s hyper-monetized internet, but in years of writing about asset allocation I’ve never made a dime from the effort. It’s certainly not from a lack of opportunities, but building a money generating machine has always been way down my list of priorities compared to other more important goals like living a happy life and helping as many people as possible learn about the immense benefits of modern asset allocation techniques. Portfolio Charts is something that I really care about, and turning one’s passion into a business has a way of inevitably killing the joy. So I have always researched data sources, created new tools, and published it all for free not because I expected something in return but because it just felt right.

One valuable thing I do consistently receive from Portfolio Charts is a sense of community. I’ve always appreciated every post, tweet, and email, and over the years I’ve been blessed to hear from scores of people who have offered all kinds of encouragement and new ideas. Many of those eventually become new features, but one of the most common requests has been something I’ve intentionally kept on the back burner.

“How can I give back?”

Enjoy the Lasting Value of Organized Insights

Updates

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.

New Approach, New Destinations

Updates

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.

A Wise Chef Knows Her Ingredients

Updates

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?

Let’s Get This Portfolio Party Started

Updates

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.

Welcome To The Central Portfolio Station

Updates

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.