What is the difference between a short-term and long-term portfolio?
In the builder we give you the option of building a short-term or long-term portfolio. We define short-term as encompassing 6 months – 1 Year, and long-term encompassing anything over 1 Year. It is up to you to decide which portfolio is right for you. We do not make any return promises for any of the portfolios that you build, but please be advised that the short-term portfolios may not be optimal in the long-term and the long-term portfolios may not be optimal in the short-term. The Dynamic Advisor can be used with either a short-term or long-term portfolio.
