Portfolio Analysis for Risk and Return Tradeoffs


We start by asking questions like:

  • Are you Properly Diversified?
  • Is Your Portfolio Ready for the Next Downturn?
  • Do you understand your personal investment risk and return and how your investments might perform in the future?

Tobin Investment Planning LLC can run a series of stress tests on your portfolio for both good and bad events:

What happens if…

  •     Stock market collapses or rebounds
  •     Negative rates come to the US
  •     Brexit
  •     Fed interest rate move
  •     Oil Price move
  •     Inflation, etc.

Results will show the following:

  • How a properly diversified portfolio can help mitigate risk
  • The trade-off between risk and return under periods of market stress
  • Determine if your personal risk tolerance is aligned with your portfolio risk
  • Expose tail risk scenarios


“Risk comes from not knowing what you’re doing.”  Warren Buffett


For a Personalized Risk Report

Contact Tobin Investment Planning LLC