Tools - Risk Parity Chronicles

Introducting the Capital Efficient Portfolio Tracker

Nov 22, 2023 5 min read Portfolio Tracker Tools Videos Tutorials Capital Efficiency CEGB Leverage Portfolio Management

Capital Efficient (CE) funds offer a whole new realm of possibilities for DIY investors, with a little catch: you have to account for the leverage intrinsic to them. How can we track them in a portfolio? A how-to, complete with spreadsheet and video explainer!

Unveiling the RPC Simple Portfolio Tracker, version 1!

Oct 24, 2023 3 min read Portfolio Tracker Basics Portfolio Management Rebalancing Tools Tutorials Videos

One of my main goals with my reboot of RPC last month was to provide more resources and more tips to help novice DIY investors up their skill level. Here, then, is a super easy-to-use Portfolio Tracker, complete with a narrated screencast showing you how it works and how you can personalize it!

How to Use the Fund Factor Regression Tool on PV

Feb 17, 2023 3 min read Tools Tutorials Videos Risk Parity Radio

Mailbag Q&A on Risk Parity Radio episode 242 from friend of the blog Alexi inadvertently presents me with a challenge: produce a simple guide to using the Fund Factor Regression tool on our beloved Portfolio Visualizer. Challenge accepted!… Here’s my 14 minute explainer.

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.