Portfolio Tradeoff Decision Cards
Recall how to compare portfolio tradeoffs without hiding assumptions.
battlecard comparison What belongs in the first row of a weighted decision matrix? The decision criteria, not the favored solution. Criteria such as liquidity, tax impact, risk capacity, complexity, and implementation effort keep options comparable. Recall Equal weights or client-specific weights? Use client-specific weights when the recommendation will affect real wealth decisions. "Just tell me which option has the highest expected return." Client wants a single winning number. Your line Return matters, but the decision also has liquidity, tax, and complexity costs. Let us score those visibly so the return number does not carry the whole decision. Do not let…
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