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Investment Horizon Definition An investment horizon is how long an investor expects to invest in a security or portfolio before cashing out. Capital Growth Strategy A capital growth strategy seeks to maximize long-term capital appreciation of a portfolio via an allocation geared to assets with high expected returns.
Defining Lifestyle Fund A lifestyle fund is an investment fund that manages a diversified portfolio across assets with varying risk levels for the purpose of long-term investing. Portfolio A portfolio is a collection of financial investments like stocks, bonds, commodities, cash, and cash equivalents, including mutual funds and ETFs.
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