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Insights

In addition to studying the charts and coming to your own conclusions, it often helps to read an outside opinion to point you in the right direction. Here you can find my latest insights on portfolio theory, browse old articles for new ideas, and potentially discover a new investing perspective to help you make wise choices along the way.

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Investing Insights


Portfolio Charts investing insights library
January 13, 2026
Lessons From the Best Portfolios in 2025

Lessons From the Best Portfolios in 2025

December 19, 2025
What to Do When It's Time to Rebalance

What to Do When It’s Time to Rebalance

September 16, 2025
Minimize Your Miss

Minimize Your Miss

May 19, 2025
The Right Assets Make the Portfolio Recipe

The Right Assets Make the Portfolio Recipe

April 9, 2025
How to Succeed in the Worst Stock Markets

How to Succeed in the Worst Stock Markets

October 12, 2024
When Past Performance Is Absolutely Indicative of Future Results

When Past Performance Is Absolutely Indicative of Future Results

August 11, 2024
Welcome to the Portfolio Olympics

Welcome to the Portfolio Olympics

June 26, 2024
The Painful Investing Lesson in Elden Ring

The Painful Investing Lesson in Elden Ring

May 24, 2024
Remember the Calamity of the Great Market Tsunamis

Remember the Calamity of the Great Market Tsunamis

November 10, 2023
Why Dave Ramsey Is Dangerously Wrong About Withdrawal Rates

Why Dave Ramsey Is Dangerously Wrong About Withdrawal Rates

October 3, 2023
Asset Allocation for Gamers

Asset Allocation for Gamers

August 22, 2023
Expertise Does Not Shield You From Failure

Expertise Does Not Shield You From Failure

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