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Guides & tools

Plain-English explainers and free tools for long-term investors — no jargon, no ads, no sign-up needed to read them.

Is the market expensive?

Valuation · live data

The Buffett Indicator

Total US stock market value ÷ GDP, updated with the latest data and charted back to 1947 — a broad read on whether stocks are cheap or stretched.

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Valuation · live data

Tobin's Q Ratio

Market value ÷ the replacement cost of companies' assets, charted back to 1945 — the balance-sheet companion to the Buffett Indicator.

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Model portfolios

Model portfolio

The All-Weather Portfolio

Ray Dalio's risk-balanced mix built to hold up in any economy — the allocation, example US and European ETFs, and what to expect.

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Model portfolio

The Permanent Portfolio

Harry Browne's simple 25% each in stocks, long-term bonds, gold and cash — one sleeve for every economic season.

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Model portfolio

The Ivy Portfolio

Mebane Faber's endowment-style mix — five asset classes at equal 20% weight, plus the optional 10-month timing rule.

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Screening & tools

Stock screening

GARP Stock Screener

How to find growing, profitable companies at a reasonable price — the exact quality, growth, value and momentum filters st-ox uses across 12 markets.

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Free tool

Rebalancing Calculator

Enter your holdings and target weights to see exactly how much to buy or sell to get back on target — with or without adding new cash.

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Put it into practice

st-ox is a free portfolio tracker with live quotes across US and European markets, a multi-factor screener, model portfolios and market-valuation gauges — all in one private app.

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