The primary investment objective is to accumulate wealth over a three to five year period rather than current income. The investor is willing to accept some interim price volatility to achieve that growth.
Equities represent a dominant part of the portfolio.
Dividend reinvestment and dollar cost averaging should enhance the portfolio's objective. Asset allocation shifts generally will be limited as to timing and extent. Above-average five year earnings growth potential. Income is not a major consideration . More domestic than non-US stocks.