Long Term Capital Appreciation definition
Long Term Capital Appreciation. Reminder: This investment is most appropriate for persons seeking primarily a long-term Current income: ______ secondary residence opportunity and secondarily possible long-term capital appreciation Liquidity: ______ associated with such residence. Other: ______
Examples of Long Term Capital Appreciation in a sentence
The CIBC Purchase was inappropriate for D.G. and not in keeping with his stated investment objectives: • the transactions did not accord with D.G.’s investment objective for 100% Long Term Capital Appreciation; and • the degree of concentration of the portfolio in CIBC carried a risk profile that was excessive, given D.G.’s stated Risk Factor of 100% Medium Risk and his actual circumstances.