Capital Gains

Capital Gains Oriented

CAPITAL GAINS ORIENTED PORTFOLIO. Here, the desire is for growth, but less risk tolerance than for a pure equity portfolio. These portfolios have a higher risk level, so a longer time horizon is required. Investor with this objective must be able to tolerate the equity market’s fluctuations. The portfolio asset allocation mix for a moderate growth portfolio might be: Cash: 5-10%; Bonds: 60%; Shares: 40%.

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