CBYDF - Jonathan Cooper Portfolio Review September 2018
Portfolio Goals
We're all at different stages in life and with different goals for our investments. My portfolio is a reflects my investment goals and my risk tolerance, among other factors.
I am 35 years old and intend that my portfolio will be used for retirement in the distant future. I do not anticipate retiring for at least 20 years. I almost never take money out of my portfolio and any dividends I receive are reinvested (when available from my brokerage). My portfolio aims for long-term capital accumulation, with an emphasis on maintaining a diversified