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Welcome to HIT Investment's newsletter series on investment funds. If you missed our last newsletter on Why do we Invest? you can find it here. This week we will continue on the path to knowing your investment goals by discussing what is my time horizon.
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Time Horizon
Your answer to last newsletter's question, why am I investing?, will directly relate to how you answer this week’s question, what is my time horizon?.
Time horizon is the period of time from when the investment is made to when it is liquidated or sold. If your answer to why am I investing was to fund your retirement, then your time horizon is from now to sometime between the day you retire and the day you kick the bucket. If your answer was to purchase a home in a couple years, well then your time horizon would be two years.
Because many of us have multiple reasons for investing we will therefore have multiple time horizons.
Next newsletter will be on risk tolerance, the next step in the path to knowing your investment goal(s).
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Knowing your investment goal(s)
- Why am I investing
- What is my time horizon
- What is my risk tolerance
- What is my liquidity requirements
- Choosing my investment goal
- Growth
- Conservative Growth
- Income
- Preservation of Capital
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Stephen Read is a registered investment advisor in the state of New Mexico and is the owner and founder of HIT Investments LLC, the General Partner of the Hedge Fund HIT Capital LLLP.
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