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Insights

In addition to studying the charts and coming to your own conclusions, sometimes it helps to hear what other people are thinking and to read about specific concepts in more depth. Here you can find my latest thoughts on portfolio theory, search old articles for new ideas, and explore a wide variety of investing topics. While I don’t claim to have all the answers, I’m happy to share what I’ve learned in my own investing journey.

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How To Play the Game and Live to Tell the Tale

How To Play the Game and Live to Tell the Tale


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Asset Allocation in the Most Painful Month

Asset Allocation in the Most Painful Month

The Top 4 Portfolios to Recession-Proof Your Investments

The Top 4 Portfolios to Recession-Proof Your Investments

High Profits at Low Rates: The Benefits of Bond Convexity

High Profits at Low Rates: The Benefits of Bond Convexity

A Meeting, a Book, a Portfolio, and a Better Life

A Meeting, a Book, a Portfolio, and a Better Life

Your Home Country Is Inseparable From Your Withdrawal Rate

Your Home Country Is Inseparable From Your Withdrawal Rate

Thinking Beyond Stocks Can Fortify Your Accumulation Plan

Thinking Beyond Stocks Can Fortify Your Accumulation Plan

All Articles


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How To Play the Game and Live to Tell the Tale

How To Play the Game and Live to Tell the Tale

A Rewarding Journey Starts With Good Data

A Rewarding Journey Starts With Good Data

Own the Financial Field With the Global Market Portfolio

Own the Financial Field With the Global Market Portfolio

Portfolio Roundup: The Fastest Way to Lose Money in 2020

Portfolio Roundup: The Fastest Way to Lose Money in 2020

Real Talk About Bond Convexity

Real Talk About Bond Convexity

The Charmed Life of a Thankful Investor

The Charmed Life of a Thankful Investor

The Most Dependable Way to Defeat Financial Terror

The Most Dependable Way to Defeat Financial Terror

Your Favorite Portfolio Is a Few Easy Clicks Away

Your Favorite Portfolio Is a Few Easy Clicks Away

Put Your Portfolio on Autopilot and Enjoy the Ride

Put Your Portfolio on Autopilot and Enjoy the Ride

Metal, Money, and the Measurable Value of Gold

Metal, Money, and the Measurable Value of Gold

A Beautiful Design Is More Than Just Skin Deep

A Beautiful Design Is More Than Just Skin Deep

Join the Celebration and Support the Cause

Join the Celebration and Support the Cause

Welcome to the Big Bounce

Welcome to the Big Bounce

How to Prepare for Portfolio Moving Day

How to Prepare for Portfolio Moving Day

Fixes, Updates, and Special Thanks

Fixes, Updates, and Special Thanks

A Faith Not Tested Cannot Be Trusted

A Faith Not Tested Cannot Be Trusted

Asset Allocation in the Most Painful Month

Asset Allocation in the Most Painful Month

The Bear Market Survival Kit for Nervous Investors

The Bear Market Survival Kit for Nervous Investors

Investing With Style: How Size and Value Actually Work

Investing With Style: How Size and Value Actually Work

The Future of Portfolio Analysis Has More History Than Ever

The Future of Portfolio Analysis Has More History Than Ever

The Top Five Portfolio Charts Insights of 2019

The Top Five Portfolio Charts Insights of 2019

Factor Farming and the Value of Perspective

Factor Farming and the Value of Perspective

How To Build a Noise-Cancelling Portfolio

How To Build a Noise-Cancelling Portfolio

Applying the Art of Less

Applying the Art of Less

The Top 4 Portfolios to Recession-Proof Your Investments

The Top 4 Portfolios to Recession-Proof Your Investments

How to Study Portfolios When the Data Is Full of Bubbles

How to Study Portfolios When the Data Is Full of Bubbles

Find a Portfolio to Love

Find a Portfolio to Love

Happy Investors Enjoy Portfolio Charts With Coffee

Happy Investors Enjoy Portfolio Charts With Coffee

Enjoy the Lasting Value of Organized Insights

Enjoy the Lasting Value of Organized Insights

High Profits at Low Rates: The Benefits of Bond Convexity

High Profits at Low Rates: The Benefits of Bond Convexity

New Approach, New Destinations

New Approach, New Destinations

A Wise Chef Knows Her Ingredients

A Wise Chef Knows Her Ingredients

Smart Retirement Planning Is About More Than Just Avoiding Failure

Smart Retirement Planning Is About More Than Just Avoiding Failure

The Parable of the Lazy Brother

The Parable of the Lazy Brother

Every Portfolio Has a Tradeoff, but It's Not as Clear-Cut as You Think

Every Portfolio Has a Tradeoff, but It’s Not as Clear-Cut as You Think

When Aiming for a Target Consider the Accuracy of the Weapon

When Aiming for a Target Consider the Accuracy of the Weapon

Let's Get This Portfolio Party Started

Let’s Get This Portfolio Party Started

A Meeting, a Book, a Portfolio, and a Better Life

A Meeting, a Book, a Portfolio, and a Better Life

Study the Portfolio Rankings to Find an Investing Winner

Study the Portfolio Rankings to Find an Investing Winner

Familiar Roads Are Sometimes The Best Option

Familiar Roads Are Sometimes The Best Option

Averages, Beverages, And The Benefits Of Baseline Returns

Averages, Beverages, And The Benefits Of Baseline Returns

Investing Doesn't Have To Be So Scary

Investing Doesn’t Have To Be So Scary

The Winning Ticket To Financial Freedom Isn't A Game Of Chance

The Winning Ticket To Financial Freedom Isn’t A Game Of Chance

Try A Modern Spin On A Classic Idea With The Pinwheel Portfolio

Try A Modern Spin On A Classic Idea With The Pinwheel Portfolio

Welcome To The Central Portfolio Station

Welcome To The Central Portfolio Station

A Designer's Job Is Never Done

A Designer’s Job Is Never Done

Should Index Investors Be Worried About Facebook?

Should Index Investors Be Worried About Facebook?

How To Invest A Windfall

How To Invest A Windfall

The Pool Of Portfolio Data Is Now Better Than Ever

The Pool Of Portfolio Data Is Now Better Than Ever

Things We Can All Learn From The Yale vs. Buffett Debate

Things We Can All Learn From The Yale vs. Buffett Debate

Spring Cleaning And Some Shiny New Tools

Spring Cleaning And Some Shiny New Tools

Unpack Financial Haystacks With The Updated Portfolio Finder

Unpack Financial Haystacks With The Updated Portfolio Finder

Target Practice Is A Good Way To Measure Portfolio Accuracy

Target Practice Is A Good Way To Measure Portfolio Accuracy

Financial Firewalls Defend Against Volatile Markets

Financial Firewalls Defend Against Volatile Markets

The Aisles Are Stocked With All New Portfolio Data

The Aisles Are Stocked With All New Portfolio Data

Three Financial Resolutions That Will Help Every Investor

Three Financial Resolutions That Will Help Every Investor

The Top Portfolio Charts Posts Of 2017

The Top Portfolio Charts Posts Of 2017

The Charmed Life Of A Thankful Investor

The Charmed Life Of A Thankful Investor

The Ulcer Index Is A Helpful Way To Quantify Portfolio Pain

The Ulcer Index Is A Helpful Way To Quantify Portfolio Pain

Browse Each Portfolio In A Whole New Light

Browse Each Portfolio In A Whole New Light

REITs Are Now Available For All Countries

REITs Are Now Available For All Countries

The Ideal Index Portfolio And The Many Paths To Perfection

The Ideal Index Portfolio And The Many Paths To Perfection

How Time Perception Influences Investing Decisions

How Time Perception Influences Investing Decisions

Your Home Country Is Inseparable From Your Withdrawal Rate

Your Home Country Is Inseparable From Your Withdrawal Rate

Small And Value Data For A Big World

Small And Value Data For A Big World

Understanding Cash Will Make You A Better And Happier Investor

Understanding Cash Will Make You A Better And Happier Investor

Portfolio Charts Is Going Global

Portfolio Charts Is Going Global

Tuning Stock Indices For A Little More Accuracy

Tuning Stock Indices For A Little More Accuracy

How To Predict Withdrawal Rates Without A Crystal Ball

How To Predict Withdrawal Rates Without A Crystal Ball

A Picture Is Worth A Thousand Calculations

A Picture Is Worth A Thousand Calculations

The 7Twelve Portfolio And The Power Of Broad Diversification

The 7Twelve Portfolio And The Power Of Broad Diversification

Cultivating New Data With The Stock Index Calculator

Cultivating New Data With The Stock Index Calculator

Black Swans And The Larry Portfolio

Black Swans And The Larry Portfolio

Introducing The Portfolio Charts Library

Introducing The Portfolio Charts Library

Now Serving Freshly Baked Portfolios

Now Serving Freshly Baked Portfolios

Kicking Off The New Year With All New Calculators

Kicking Off The New Year With All New Calculators

The Top Portfolio Charts Posts Of 2016

The Top Portfolio Charts Posts Of 2016

Perpetual Withdrawal Rates Are The Runway To A Long Retirement

Perpetual Withdrawal Rates Are The Runway To A Long Retirement

Less Chainsaw, More Scalpel

Less Chainsaw, More Scalpel

Minor Calculator Updates And A Note On Data

Minor Calculator Updates And A Note On Data

Black Friday Is A Good Day To Evaluate Your Expense Ratios

Black Friday Is A Good Day To Evaluate Your Expense Ratios

Why Passive Investing Is A Great Choice

Why Passive Investing Is A Great Choice

Discover Something New With The Updated Portfolio Finder

Discover Something New With The Updated Portfolio Finder

How To Manage Investment Drawdowns By Thinking Differently

How To Manage Investment Drawdowns By Thinking Differently

An Illustrated Guide To Retirement Spending Strategies

An Illustrated Guide To Retirement Spending Strategies

Sustainable vs. Perpetual: Improving Site Vocabulary

Sustainable vs. Perpetual: Improving Site Vocabulary

Your Investment Portfolio Is Not A Fantasy Team

Your Investment Portfolio Is Not A Fantasy Team

Magnificent Mid Caps And Important Asset Updates

Magnificent Mid Caps And Important Asset Updates

Thinking Beyond Stocks Can Fortify Your Accumulation Plan

Thinking Beyond Stocks Can Fortify Your Accumulation Plan

Celebrating A Year Of Portfolio Charts

Celebrating A Year Of Portfolio Charts

Wise Investors Can Learn a Lot From Their Emotions

Wise Investors Can Learn a Lot From Their Emotions

How to Reconstruct a Stock Index from Scratch

How to Reconstruct a Stock Index from Scratch

No-Brainers, Cowards, and Bernstein's Many Insights

No-Brainers, Cowards, and Bernstein’s Many Insights

Realistic Expectations Are The Unsung Keys to Success

Realistic Expectations Are The Unsung Keys to Success

Some Portfolios Are More Trustworthy Than Others

Some Portfolios Are More Trustworthy Than Others

A New Tool for Matching Goals to Timeframes

A New Tool for Matching Goals to Timeframes

Benchmark Calculator Correction

Benchmark Calculator Correction

The Theory Behind the Golden Butterfly

The Theory Behind the Golden Butterfly

Improved Portfolios Pages

Improved Portfolios Pages

The Portfolio Finder Just Got A Little Smarter

The Portfolio Finder Just Got A Little Smarter

The Avoidable Mistake of Cherry Picking Data

The Avoidable Mistake of Cherry Picking Data

Updates in Communication

Updates in Communication

The Ultimate Portfolio Guide for All Types of Investors

The Ultimate Portfolio Guide for All Types of Investors

A Laymans Guide to Returns Uncertainty

A Layman’s Guide to Returns Uncertainty

Coffee, Stocks, and the Importance of Being Specific

Coffee, Stocks, and the Importance of Being Specific

How to Build a Portfolio One Brick at a Time

How to Build a Portfolio One Asset at a Time

New Data for a New Year

New Data for a New Year

Investing for All Seasons

Investing for All Seasons

An Updated Tool for a Complicated Question

An Updated Tool for a Complicated Question

How Safe Withdrawal Rates Work

How Safe Withdrawal Rates Work

Merriman Ultimate Buy and Hold Portfolio

Merriman Ultimate Buy and Hold Portfolio

Navigating the Road to Financial Independence

Your Ideal Route to Financial Independence May Be Off the Beaten Path

Interview with The Voluntary Life

Speaking of Asset Allocation…

Color Considerations

Color Considerations

Withdrawal Rates Calculator Update

Withdrawal Rates Calculator Update

New Portfolio Comparison Calculator

New Portfolio Comparison Calculator

Catching a Golden Butterfly

Catching a Golden Butterfly

Classic vs Three-Fund

Classic 60-40, Three-Fund, and the Effect of International Exposure

Why your SWR is probably wrong

Why Your Safe Withdrawal Rate is Probably Wrong

Ivy Portfolio Returns by Period Pixel Chart

Bernstein and Ivy Portfolios

Volatility Trap

Avoiding the Volatility Trap

Swensen Asset Allocation

Updated Lazy Portfolios

PortfolioCharts Mother

Risk in the Real World

New Hurricane Chart

New and Improved Calculators

The Coolest Portfolio Tool on the Web

“The Coolest Portfolio Tool on the Web”

How Averages Lie

How Averages Lie

Swensen Portfolio Update

Swensen Portfolio Update

Desert Portfolio

Desert Portfolio

Swensen Portfolio CAGR Pixel Chart

Swensen and Ferri Portfolios

Swedroe Min Fat Tails CAGR Funnel Chart

Swedroe Min Fat Tails

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