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Money For the Rest of Us · Wednesday, August 12, 2026

Understanding Portfolio Volatility: Standard Deviation Explained for Retirees

David Stein explains the concept of standard deviation in portfolio analysis to retirees, noting it's not always intuitive. He clarifies that it's used to measure potential negative outcomes, such as how far a portfolio might drop, with higher standard deviation implying a greater potential for loss.

personDavid Stein

The tape

2 quotes
And and as we've had discussions, it turns out standard deviation is not a terribly intuitive concept.
David Stein
But what we're measuring is the bad things. How far could a portfolio drop? A portfolio with a higher standard deviation, potentially can lose more money than one with a lower standard deviation.
David Stein
Heard on Money For the Rest of Us — “5 Steps to Simplify Your Investment Portfolio, published Wednesday, August 12, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
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Understanding Portfolio Volatility: Standard Deviation Explained for Retirees — Heardvine