Seniors' Resource Center
Seniors’ Resource Center-Exhibit A (Investment Policy): Time Horizon/Volatility
For the purposes of planning, the time horizon for most investments is to be in excess of five years.
Capital values do fluctuate from year to year and SRC should recognize that the possibility of capital
loss does exist. However, historical asset class return data suggests that the risk of principal loss
over a holding period of at least three to five years can be minimized with the long-term investment
mix employed under this policy. For short term investments refer to Section 8.