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Wise Money: Using the Endowment Investment Approach to Minimize Volatility and Increase Control by Daniel Wildermuth

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6Investor Needs

MOST INVESTORS DON’T SPEND A LOT OF TIME REALLY PONDERing their possible investments. Publicly available investment material usually focuses on stocks, and most investment newsletters promise investment success through increasing equity returns. Occasionally bonds are mentioned, but they are rarely very popular and don’t get too much attention; they are thought to be too boring and arcane. In addition, most investors don’t clearly define their financial needs and their corresponding investment performance requirements. As a result, they fail to develop a realistic understanding of potential investments.

To construct the best portfolio for any individual investor, one needs to identify that person’s true needs and then build a ...

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