Investment Goal:
The overall objective of this portfolio is to earn a sustainable return by assuming average level risk over the period of 10 years. The eventual objective of this portfolio is to fund my post –retirement life, however, I am keeping the time horizon here up to 10 years for now as with me still being in a young age, I opt to assume average risk. However, in order to avoid payment of taxes on my cash inflows, I will solely be investing in mutual funds suitable for IRA investment
Investment Style:
Considering my average risk tolerance and investment period of 10 ...