Using Portfolio Visualizer and other tools for investment analysis

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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.

Choosing how to divide your assets among stocks, bonds, and other investment vehicles is a good first step, but asset allocation also impacts your tax rate, portfolio performance, and long-term ease of maintaining it all. In part two, Eric and Jason dig further into their own portfolios from their respective sides of FI and discuss the role of bonds, risk, tools you can use to assess your portfolio and model performance, rebalancing, and an interesting - not often discussed - case for financial advisors.

**Watch Part 1 here: https://youtu.be/OJG8_qct4hc

**Note: This content does not constitute investment advice and is being presented for informational and educational purposes only.