|
|
Welcome to HIT Investment's newsletter series on Investment Funds, and more specifically Knowing Your Investment Goals. If you missed our last newsletter on risk you can find it here.
|
|
|
Liquidity
Liquidity is the ability to quickly convert your investment into cash with little or no loss in value. This is important if there is a possibility that you will need cash in the near term, for example, a down payment on a new home.
After you determine your liquidity requirements, along with answering the first three questions from this series, you will be ready to choose your investment goals. Choosing the right investment goals will be the subject of the next newsletter, but for now, let’s consider liquidity requirements.
|
|
Knowing your investment goal(s)
- Why am I investing
- What is my time horizon
- What is my risk tolerance and capacity
- What is my liquidity requirements
- Choosing my investment goal
- Growth
- Conservative Growth
- Income
- Preservation of Capital
|
|
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.
|
|
|
|
|
|
|