Tyler (@PortfolioCharts): The Amazing Power of Uncorrelated Assets

The Security Analysis Podcast

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.

Links:

* The portfolio charts website which contains Tyler’s blog along with the backtesting & data visualization tools.

https://portfoliocharts.com/

* 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/

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