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An Investment Horizon for Stocks indicates the time required to hold a position in a Stock to be adequately compensated for the Market and Stock Specific risks.

The Investment Horizon is a critical part of the analysis, scenario evaluation and decision process, when investing in Stocks. An Investment Horizon covers from the short-term, within the next 12-months to a much longer-term, around 5 years. Investing in Stocks requires a realistic time horizon and 12-months is at least a start. More realistic is 2 to 3 years. A Stock Portfolio is dynamic, a 2-to-3-year Investment Horizon does not mean that positions and the weighting in a Stock Portfolio cannot change. They can change, they must change. Stock markets are changing constantly and an avalanche of information arrives daily. Some short-term stock trading strategies, based on graphs or technical analysis, may work. This is not Investing, this is Trading, and they are two different approaches.


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Warren William

Meet the author behind Smartest-Data. Warren William has a career in Finance and Investments extending over 35 years, both on the Buy Side and Sell Side. His most recent roles include, developing Institutional Risk Management Programs for managing Equity and Fixed Income Risk.  Prior to this Warren William work in Alternative Investments, in Investment Management and as a Buy Side Equity Analyst. Warren William brings a wealth of knowledge and expertise to the table, providing in-depth analysis and commentary on the latest trends in the Stock Markets. Contact information: or Telegram +393339034488

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Smartest Data aims to be your go-to source for analysis and commentary on Investments, Personal Finance and the Global Stock Markets. The aim is to provide our readers with insightful and actionable information for independent minded Investors.  Dissecting  the daily avalanche of Data produced by the Stocks Market by using data Websites  and Apps available to people at home. Join us, to be Driven by Data to navigate the Investment universe markets and make better informed investment decisions.