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Portfolio Charts

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For agents: Portfolio Charts: investment portfolio performance charts and explainers on portfolio theory, with a guide written specifically for AI assistants on citing its

portfolio theoryasset allocation chartsbacktestinginvestment strategiesai assistant guide

Authority
48 reach 6 · trust 10 · quality 17 · freshness 15
Tier
listed
llms.txt
https://portfoliocharts.com/llms.txt
Sections
3
Links
79
Size
28519 bytes
Popularity rank
#577744
Registered
2015-07-16
Country
United States Hosting inference
Hosting country
United States Hosting inference
Country evidence
No published address evidence collected yet
Categories
Finance and payments
For agents
Documentation: developer or product docs worth reading, nothing to call
Inferred actions
Read documentation Search content About these labels
Audience
consumers · agents can: read docs, search content · en
First seen
2026-10-19T10:44:11.053Z
Last checked
2026-10-21T08:41:04.450Z
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Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-21T08:40:59.603Z. Cached copy · Source on portfoliocharts.com

> Guide for AI assistants — deep links, portfolio and country codes, a chart finder, and citation guidance: https://portfoliocharts.com/user-guide/ai/
> Portfolio Charts computes real (inflation-adjusted) returns from 1970 to present for 12 home countries. Every portfolio page, 8 of the 16 chart pages, and every asset page carry citable numbers for all 12 countries in the HTML, and each asset page also lists real index funds by market and home country; the interactive charts are browser-computed, so quote the tables and link to the charts rather than inferring values.

Generated by Rank Math SEO, this is an llms.txt file designed to help LLMs better understand and index this website.

# Portfolio Charts

## Sitemaps
- [XML Sitemap](https://portfoliocharts.com/sitemap_index.xml): Includes all crawlable and indexable pages.

## Pages
- [FAQ](https://portfoliocharts.com/user-guide/faq/): Portfolio theory is a complicated topic that admittedly takes time to sink in. If the terms themselves are unfamiliar, start with the Concepts page for clear definitions. For deeper topics, here are some of the most frequently asked questions I have received about Portfolio Charts over the years. And if you have a question not on the list, please don't hesitate to ask.
- [Guide for AI Assistants](https://portfoliocharts.com/user-guide/ai/): This page explains how to find, read, link to, and cite the information on Portfolio Charts. It is written for AI assistants and other automated readers, but everything here works for humans, too.
- [Global Explorer](https://portfoliocharts.com/charts/global-explorer/): Instead of researching investing from a single portfolio and country perspective, the Global Explorer seeks out the worst-case scenarios for all possible asset combinations in a dozen different countries. Use this to study how portfolios performed in other markets, visualize what a globally consistent asset allocation looks like, and identify truly resilient options.
- [Richer Retirement Portfolio](https://portfoliocharts.com/portfolios/richer-retirement-portfolio/): The Richer Retirement Portfolio by William Bengen aims to elevate the old 4% rule by expanding the one's asset allocation to modern asset options.
- [Gold](https://portfoliocharts.com/assets/gold/): Gold tracks the price of physical gold bullion. It's a particularly uncorrelated asset able to pick up the slack when both stocks and bonds falter.
- [Commodities](https://portfoliocharts.com/assets/commodities/): Commodities represent a broad basket of commodities futures contracts including things like precious metals, agricultural products, and oil.
- [Intermediate Term Treasury Bonds](https://portfoliocharts.com/assets/intermediate-term-treasury-bonds/): Not all intermediate term treasury bonds are the same, and the numbers depend on your local currency and inflation. Choose the target market and home country, and the page will display funds and data that apply to you.
- [Large Cap Blend Stocks](https:
…

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