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Resources

Investing covers many different aspects of money and life as diverse as the portfolios to choose from, and at some point we could all use a hand figuring out what to do next.  Here is a collection of guides, tools, and other reading materials to help you navigate your own financial journey.  Whether you’re a beginner looking for guidance or an expert looking for data, there should be something here for every type of investor.

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Chart Guides

Brief walkthroughs for each chart on the site to explain the details and perhaps help you think about investing a little differently

Source Data /// Methodology /// Questions

Frequency Chart Icon

ANNUAL RETURNS

DRAWDOWNS

FINANCIAL INDEPENDENCE

HEAT MAP

LONG TERM RETURNS

PORTFOLIO GROWTH

ROLLING RETURNS

START DATE SENSITIVITY

WITHDRAWAL RATES

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Asset Guides

Detailed explanations of the different asset classes with tips for purchasing an appropriate index fund for your own portfolio

Stocks

Bonds

Real Assets

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Index Funds

An ongoing list of real-world index funds in multiple countries corresponding to the high-level asset types

INDEX FUNDS

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Reading Materials

A personal collection of favorite posts, outside references, and recommended books sorted by investing topic

Basic Concepts

Goals & Milestones

Investing Psychology

Portfolio Theory

Retirement Income

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Other Tools

Older calculators that you may find helpful

PORTFOLIO FINDER

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