Welcome! Portfolio Charts has something for investors of all types and experience levels. Pick the door that sounds most like you to find a good place to start.
“I’m brand new to index investing.”
Welcome! We have all been there, and I designed Portfolio Charts as the tool I wish I had when I was first getting started. Start with a quick primer on how to responsibly manage your own investments, and keep the Concepts page handy for any terms you don’t recognize along the way.
Learn how to manage your own portfolio /// Look up the key concepts
“I already have a portfolio.”
Enter your own asset mix in any of the interactive charts to see its full historical picture. You might be surprised what it has been through.
/// Stress-test it ///
“I’m planning for retirement.”
That’s a terrific goal. There are several tools covering withdrawal rates, retirement spending methods, and financial independence to show how long your savings lasted under real historical conditions.
/// Run the retirement numbers ///
“I want to learn something new.”
The Insights section contains more than a decade of original articles about lessons learned from years of portfolio study. Here are a few of my personal favorites.
/// Discover something interesting ///
“Just show me good portfolios.”
Browse 21 time-tested asset allocations, compare their trade-offs at a glance, and find the one that best fits your financial and emotional needs.
/// Browse the portfolios ///
“How do I know I can trust the numbers?”
That’s the right question to ask about any investing tool. In fact, I don’t believe you should just take my word for it. The User Guide explains how the charts work, how every number is calculated, and where the data comes from. It also includes a FAQ answering the questions people ask most.
/// See how it all works ///
I am also happy to answer any questions or to point you in the right direction.
/// Contact Tyler ///
