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Fun New Ways to Find a Great Portfolio

You may have noticed over the last week that many of the Portfolio Charts pages have been undergoing a bit of a renovation. I have definitely been busy! The short story is that portfolio pages got more data, every chart received some helpful updates, and a few advanced features that were previously gated for members

Tour the Investing Horizon With the Global Explorer

One of the interesting side benefits of my old engineering life was the rare opportunity to see parts of the world many people may read about but never experience first hand. From dim February days in Stockholm to colorful night markets in Taipei, the world is so much bigger than the place you re sitting right

Rank the Top Countries in the Portfolio World Cup

In terms of sheer spectacle, it s hard to beat the World Cup. On the pitch you have absolute legends like Messi making us wonder if time has stopped, Norse gods like Haaland roaming the earth, and superheroes like Mbappé dazzling with his otherwordly skills. There are stunning upsets like Paraguay topping powerhouse Germany, and heroic

Language, Time, and the Beauty of Nonlinear Thinking

In the 2016 movie Arrival, a linguist named Louise Banks is recruited by the military to learn an alien language that even the brightest minds on earth are unable to interpret. The story mixes ominous sci-fi themes with a personal arc interwoven in cut scenes that seem incongruous at times, but that ultimately reveal something

How to Translate Portfolios to Any Home Country

Anyone who has traveled overseas has inevitably experienced one of the core differences in modern infrastructure the simple power plug. Your favorite electronic device may be impeccably designed and thoroughly tested, but without an adapter that allows it to plug into local outlets it won t do you much good. Translating the electrical and mechanical

Portfolio Charts Just Got a Huge Upgrade

When I first started college as a young aspiring engineer ages ago, there was one particular thermodynamics professor who had an outsized impact on how I think about engineering design. In addition to being the kind of intimidatingly brilliant engineer they assign to weed-out classes who wrote the book he was teaching from, he also

Sail to a Good Life With the Richer Retirement Portfolio

As someone who has spent way more time than any normal person should researching the science and history of retirement math, I have always held a special place in my heart for the grandfather of safe withdrawal rates, the great Bill Bengen. Back in the early 90 s when the state-of-the-art financial advice was to simply

Lessons From the Best Portfolios in 2025

The new year is officially here, which means it s an exciting time of year for investing researchers. The new portfolio data has arrived! All of the namesake Portfolios and Charts here at Portfolio Charts now have preliminary updated numbers through the end of 2025. Collecting data from so many government sources takes a bit of

What to Do When It’s Time to Rebalance

Christmas is fast approaching, which means it s the perfect time of year to take a break from not worrying about investing at all. Between shopping for gifts, sipping warm beverages, and binge watching cozy holiday movies (yes, Die Hard counts), this is when I also set aside some time to think about the annual investing

A World of Portfolio Data in Your Pocket

No major writeup this time. Just a quick announcement that has been a long time coming. The charts now work on mobile devices! One of the downsides of working so heavily in Tools like Excel is that the experience on mobile has never been a major priority. Even when you can embed spreadsheets in a