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Risk of Stocks vs. Bonds

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer Jan 13, 2023
The chart shows that in the short term, cash and bonds have the least amount of risk and stock have the highest. However, over the long term, it is exactly the opposite.

Contents

Today’s Chart of the Day comes from @brianferoldi on Twitter who does a great job of making complex things easy to understand.

The chart shows that in the short term, cash and bonds have the least amount of risk and stock have the highest. However, over the long term, it is exactly the opposite.

Why? Not only do cash and bonds offer a lower return, their returns are further eaten away by inflation. Stocks are riskier in the short term, but over the long run offer higher returns for that risk and are inflation proof.
Chart of the Day

About the Author

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer
Samuel A. Kiburz, Senior Vice President, Chief Investment Officer

Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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