Portfolio Charts
@PortfolioCharts
Using clear data to help DIY investors find a portfolio to love
While you may think of data analysis as a science, how we interpret numbers is very much affected by our own biases and blind spots. This article covers different opinions on how to approach small cap value, but it's just as much about human nature. portfoliocharts.com/2025/06/11/the…
So you're browsing X and are overwhelmed with tariff talk and the effect on the stock market. There are countless voices shouting their hot policy opinions, but precious few offering a solution for your own investments. No matter how you feel about tariffs, read this to the end.
Man, time really flies. Portfolio Charts just turned 10! Hopefully the next decade will be as fun and educational as the first. portfoliocharts.com/2025/07/23/cel…
Comparing two portfolio options with data-dense visuals can be a challenge, but I have a cool new way to cut through the noise and create useful comparison charts. Check it out. portfoliocharts.com/2025/07/02/two…
If you've ever felt so lost searching for a fund to invest in that you forgot what your financial goal even was, you're not alone. I just launched a new system designed to make the process way easier. Check it out. portfoliocharts.com/2025/05/19/the…
Thinking about how to tax-efficiently rebalance out of significant gold gains is the best type of distraction from any stock market downturn. Diversification has its benefits.
Lost in the volatility and declines for US stocks this year is the relative strength of certain assets, particularly gold and cheap foreign stocks.
"He profits when our economy implodes." Ignore the emotions and political angle, and Bill Ackman just made a strong and succinct argument for why normal investors like you and me should diversify our portfolios with long investments in bonds.
I just figured out why @howardlutnick is indifferent to the stock market and the economy crashing. He and Cantor are long bonds. He profits when our economy implodes. It’s a bad idea to pick a Secretary of Commerce whose firm is levered long fixed income. It’s an irreconcilable…
I enjoyed this article from @PathwayToFI discussing how one can augment the generic 4% rule with proper asset allocation. Beyond the data-driven analysis, I also appreciate the balanced approach to conservatively interpret the numbers. pathwaytofi.com/make-more-mone…
Comparing many portfolio options at once can be a confusing chore, but I have a newly updated tool to make it a breeze. portfoliocharts.com/2025/04/03/mak…
Look closely at the world around you, and even everyday investors can find inspiration in unexpected places. With a thoughtful blend of classic mathematics and modern risk parity, the Golden Ratio Portfolio has a lot to offer. portfoliocharts.com/2025/03/15/bea…
A well-constructed portfolio not only grows and protects your money, but also buys mental freedom.
I stopped buying active investments (individual stocks, etc.) when I realized that they monopolized most of my attention. Despite being a small % of my portfolio, I watched them all the time. This is why I went passive and you should too. You can't put a price on mental freedom.
If you're already a fan of Portfolio Charts, the recent site updates are all worth noting. But if you're new to the site, be sure to check out the Optimizer. You may never look at your portfolio the same way again. portfoliocharts.com/2025/02/17/the…
Frank always does a great job of explaining risk parity concepts, but my favorite episodes are often when he talks about life in general. The segment here on "retirement role models" really made me think. Anyone aspiring for a happy retirement should tune in.
Now Playing! "Episode 401: Generous Times, More Cowbell, Choosing Appropriate Retirement Role Models, Short Term Bonds, And Portfolio Reviews As Of February 7, 2025" at buzzsprout.com/1228499/episod…
Find a portfolio to love, and every day is Valentine's Day. Except with cash instead of flowers. 💰🥰
The Three-Fund Portfolio is a flexible allocation that is easily adjusted to match your needs. But what exactly does that mean in practice? By looking at various metrics across all versions, I have lots of data to help you get it just right. portfoliocharts.com/2025/01/24/bre…
