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Capital Appreciation Is an Appropriate Objective When the Investors Want

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Capital appreciation is an appropriate objective when the investors want the portfolio to grow in real terms over time to meet some future need. Under this strategy, growth mainly occurs through capital gains. This is an


Definitions:

Retirement

The period in a person's life when they permanently leave the workforce behind, often due to age or health reasons.

Role Loss

The experience of losing a significant social or professional role, which can impact identity, status, and emotional well-being.

Well-being

A holistic term encompassing the physical, psychological, and social aspects of a person's health and happiness.

Retirement

The period in life when an individual stops working full-time or leaves the workforce entirely, often due to age.

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