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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 detail. Here you can find my latest thoughts on portfolio theory, discuss ideas with other DIY investors, and browse a curated collection of books by respected authors. While I don’t claim to have all the answers, I’m happy to share what I’ve learned.

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Insights
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Books

Insights


The Striking Appeal of the Weird Portfolio

The Striking Appeal of the Weird Portfolio

October 11, 2015
Interview with The Voluntary Life

Speaking of Asset Allocation…

October 9, 2015
Color Considerations

Color Considerations

October 8, 2015
Withdrawal Rates Calculator Update

Withdrawal Rates Calculator Update

October 1, 2015
New Portfolio Comparison Calculator

New Portfolio Comparison Calculator

September 22, 2015
Catching a Golden Butterfly

Catching a Golden Butterfly

September 18, 2015
Classic vs Three-Fund

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

September 8, 2015
Why your SWR is probably wrong

Why Your Safe Withdrawal Rate is Probably Wrong

September 2, 2015
Ivy Portfolio Returns by Period Pixel Chart

Bernstein and Ivy Portfolios

August 24, 2015
Volatility Trap

Avoiding the Volatility Trap

Insights Feed /// Complete List


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Discussion


Want to talk about portfolio ideas and ask questions? Portfolio Charts has a Discord community where you can join the active conversation with other investors.

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Join a portfolio fan club and talk to other supporters of the same idea.

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Ask questions about the various tools and learn how to interpret data.

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Discuss the latest articles and share your own investing thoughts.

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Books


Educational reads about each portfolio philosophy

7Twelve Portfolio

All Seasons Portfolio

Classic 60-40

Coffeehouse Portfolio

Core Four Portfolio

Global Market Portfolio

Golden Butterfly

Ideal Index Portfolio

Ivy Portfolio

Larry Portfolio

Merriman Ultimate

No-Brainer Portfolio

Permanent Portfolio

Pinwheel Portfolio

Sandwich Portfolio

Swensen Portfolio

Three-Fund Portfolio

Total Stock Market

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