Using Portfolio Visualizer and other tools for investment analysis

The chapter covers the utilization of Portfolio Visualizer to backtest investment strategies, emphasizing the need to grasp its limitations. It discusses the challenges of relying on tools like Portfolio Visualizer for comparing investment blends and options such as municipal bonds, while also exploring the reliability of such tools and the preference for open-source alternatives like CFIRE SIM. The conversation further explores analyzing different investment portfolios through tools like Morningstar's X-ray tool and personal finance resources like portfoliocharts.com, discussing well-known portfolios like Golden Butterfly and 712, and the significance of periodic rebalancing based on target asset allocation.