Our Lifetime Wealth Investor portfolio has 3 objectives:

  1. To maximise growth.
  2. To maximise income.
  3. To maximise capital preservation.

Since growth and income depend on capital preservation, careful consideration is given to the risk of each holding.

Of course, investing in stocks is inherently risky. You are buying an ownership stake in businesses. So we’re looking for a value entry point with a favourable outlook…

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