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.
Regardless of the investing environment, diversification can help lower total portfolio volatility and stabilize, or even increase, returns. This wonderful illustration demonstrates just how important diversification is and what impact combining multiple asset classes can have in your portfolio.
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.
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...