Portfolio Charts explores practical worldwide index investing strategies using intuitive charts and real-world examples that look beyond the raw numbers.

Portfolio Charts tracks a wide variety of popular portfolios and documents their historical performance from a data-centric perspective.

Portfolio Charts shares interactive investing charts that illustrate everything from accumulation ranges to withdrawal rates for any asset allocation.

The Portfolio Charts insights discuss simple but sophisticated asset allocation concepts to help you invest with confidence.

To model two portfolios, click the Compare button and drag the vertical line to the right. While the two charts are perfectly overlaid, they operate independently. By modeling one portfolio on the …

The Withdrawal Rates chart calculates the safe, perpetual, and long-term withdrawal rates for any portfolio over a variety of retirement durations.

Asset allocation, investing theory, and historical data for the Golden Butterfly Portfolio by Portfolio Charts

The Portfolio Growth chart plots the full range of a meandering portfolio much like a weather map tracking potential storm paths. Think of it as beginning your portfolio in every historical year at …

The Retirement Spending chart compares the effects of different withdrawal rules on both spending levels and account balances in retirement.

The Portfolio Matrix ranks every recommended asset allocation across a variety of valuable metrics and allows you to sort the list by any data point you like.