Risk and Return

Historical 30, 15 & 10 Year Investment Returns from Stock, Bonds, Cash and Balanced Portfolios (updated November 2021)

The Asset Allocation Decision – Dividing your money between Stocks, Bonds and Cash

Asset Classes – definitions

Determining the Proper Asset Allocation

Historical Annual Returns on Stocks  (updated November 26, 2024)

Performance of Stocks versus Bonds, Cash and GOLD

Are Stocks Really Riskier Than Bonds?

Time In The Markets – Long Term Average Annual Returns from Stocks, Bonds, T-Bills and Gold (updated through mid 2013)

Practical Lessons From Modern Portfolio Theory

Risk and Return Fallacies

Lessons From Nassim Taleb’s book, The Black Swan