Studies
Visual, offline-friendly studies on portfolios, fees, and behavior – built from historical data, not predictions.
Studies
Data-backed studies that show how simple investing rules would have behaved historically. Each study lists assumptions, tickers, and methods so you can judge the results yourself.
100% Stocks vs 60/40
Compare returns and drawdowns between an all-stock portfolio and a classic 60/40 mix. See how much volatility the extra stock exposure really adds.
Open study →Cash Drag: T-Bills vs Being Invested
What happens when you sit in T-bills or cash instead of staying invested? Measure the trade-off between safety and long-term growth.
Open study →DCA vs Lump Sum
Spread buys over time or invest all at once? This study checks how often each approach wins and how big the differences are.
Open study →Diversification That Helps
See how a diversified mix compares with a concentrated stock portfolio in terms of growth, max drawdown, and worst years.
Open study →Dividends: Growth (VIG) vs High Yield (VYM)
Compare a dividend growth ETF against a high-yield dividend ETF. Look at income, growth, and drawdowns side by side.
Open study →Fees Matter: 0.03% vs 1%—What It Really Costs You
A tiny-sounding fee difference can mean a much smaller portfolio after decades. This study shows how cost drag compounds.
Open study →Rebalancing: Once/Year vs Never
Does a simple once-a-year rebalance help or hurt versus “set and forget”? Check the impact on returns and risk.
Open study →Why Invest: How Compounding Grows Small Money
See how steady monthly contributions and realistic returns can grow over decades at different rates of return.
Open study →Want context before the charts? Start with the Learn hub, then come back to the numbers.
Open Learn hub →