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

Related Articles

  1. Portfolio Allocation: Risk-Return Mix
  2. Risk-Return Analysis of Freedom Investing
  3. What Is A “Risk-Free” Guaranteed Investment Return?
  4. CAPM: The First Factor of Investing
  5. Q&A: What is the Average Real Return of the Stock Market?

We have no secret ingredient at Marotta Wealth Management. Instead, we openly and publicly publish our strategies as articles on our website.

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President, CFP®, AIF®, AAMS®

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. In addition to his financial writing, David is a co-author of The Haunting of Bob Cratchit.