The primary investment objective is to achieve above-average capital growth over a three to five year period. Income is of no concern. The investor is willing to take more substantial risk in hopes of realizing above-average returns.
Equities represent the dominant part of the portfolio.
Dollar cost averaging should enhance the portfolio objective. Asset Allocation shifts generally will be limited as to timing and extent. The broadest range of stocks, including high-risk issues, in long term theme industries that fit the investment strategy. The fastest five-year earnings growth potential. More US Stocks than Non-US Stocks.