Your Investment Objective
Your investment objective is based on many factors, including your financial situation. Income needs, time horizon and tolerance for risk. Common investment objectives are Aggressive Growth, Growth, Growth with Income, Income with Moderate Growth and Income with Capital Preservation.
- Need for capital preservation and current income
- No focus on growth
- Lowest tolerance for risk
- Shortest investment horizon
- Need for current income
- Moderate focus on growth
- Low tolerance for risk
- Short/intermediate investment horizon
- Equal focus on growth and current income
- Moderate tolerance for risk
- Intermediate investment horizon
- No need for current income
- Focus on aggressive growth
- Highest tolerance for risk
- Long investment horizon