Tools - Risk Parity Chronicles

Withdrawal Rates: A Primer (Screencast included!)

Aug 26, 2022 5 min read Basics Concepts Getting Started Tools Tutorials Withdrawal Rates

Risk Parity Basics series: All about withdrawal rates: what they are, the difference between Safe and Perpetual, and why they matter, especially for RP. In the embedded video, I'll show you how to find them using Portfolio Charts.

Portfolio Charts Risk/Return Chart Tutorial

Jul 21, 2022 1 min read Tutorials Tools Videos Portfolio Charts

The risk/return chart on Portfolio Charts allows you to compare portfolios beyond the typical metrics, with five ways of showing each, including my favorites. I walk you through how to use this tool, what it can tell you, what it can’t, and some next steps for individual investors.

Version 1.1 of the Simple Portfolio Rebalancing Spreadsheet

Jun 27, 2022 3 min read Tools Getting Started Basics

Released version 1.0 of the Simple Portfolio Rebalancing Spreadsheet back in May, but that one was missing a way to track cash withdrawals. Not a major change, but here's a new version that makes that process pretty straight forward.

Simple Portfolio Rebalancing Spreadsheet

May 3, 2022 3 min read Tools Concepts Rebalancing Videos Tutorials

Investors who try to maintain any given asset allocation in a portfolio will soon find that asset price ups and downs have taken that portfolio "out of whack." Here’s a quick explanation of rebalancing - getting that portfolio back in line - with a helpful tool to make the process easier.

Portfolio Backtest Shortcut Tool explainer

Apr 18, 2022 1 min read Tools Test Portfolios Videos Tutorials

Wouldn’t it be great to be able to generate the link for backtests on Portfolio Charts and Portfolio Visualizer at the same time? Thanks to Mark’s original tool, and Karen’s improvements, now there is a way. Here is a short explainer on this shortcut tool...