Risk – Return Decisions

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Portfolio construction begins with the most basic allocation between investments that offer a greater chance of appreciation (stocks) and those that provide portfolio stability (bonds). There is no such thing as a safe investment that pays market rates of return.

Here are several articles on the wisdom of the risk-return decision:


Portfolio Allocation: Risk-Return Mix

Investing Mostly in Bonds Means a Lower Lifestyle in Retirement

CAPM: The First Factor of Investing

The Whip Cracks Both Ways

Appreciating Assets
Part 1:
Stocks and Bonds

Appreciating Assets
Part 2:
Other Investments

Gold Mining Companies Glitter More Than Bullion

Hedge Inflation Risk with Hard Assets

Investment Strategies
Part 1:
Rebalance into Stable Investments in an Appreciating Market
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David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. Favorite number: e (2.7182818...)