Tyler (@PortfolioCharts): The Amazing Power of Uncorrelated Assets
Tyler runs the website https://portfoliocharts.com/ which features a variety of useful data visualization tools and back testing for asset allocations.
The website features sample portfolios and also contains tools for users to create their own DIY asset allocations that are backed by data. I’ve used the tools on the website to create my own asset allocation.
In this conversation, we discuss Tyler’s journey as an investor.
Tyler is very much a believer in the power of using uncorrelated asset classes like treasuries, bonds, gold, and stock factors to create robust portfolios of uncorrelated assets.
The portfolio charts website which contains Tyler’s blog along with the backtesting & data visualization tools.
Harry Browne’s book, ‘Fail Safe Investing’. https://www.amazon.com/Fail-Safe-Investing-Lifelong-Financial-Security-ebook/dp/B003JMF4GG
‘Work Less, Live More’ by Robert Clyatt. https://www.amazon.com/Work-Less-Live-More-Semi-Retirement-ebook/dp/B01N9YCPY0
Shannon’s Demon, a great mathematical example of the power of diversification. https://portfoliocharts.com/2022/04/12/unexpected-returns-shannons-demon-the-rebalancing-bonus/
A Bogleheads thread about an investor who levered up his portfolio prior to 2008 and posted in real time on the thread. https://www.bogleheads.org/forum/viewtopic.php?t=5934
My own asset allocation strategy, the weird portfolio. This is now featured in the sample portfolios on the Portfolio Charts website. https://portfoliocharts.com/portfolio/weird-portfolio/
Nothing on this podcast is investment advice.
The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.
Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.
The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.
Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content.