STEP 4 of 4: CREATE AN INVESTMENT ALLOCATION REPORT
USE THE PORTFOLIO ALLOCATOR TO CALCULATE how much of each holding to purchase
SMART Portfolio - balanced; TRANSAMERICA (lt) Core
portfolio holdings
(Click a Fund to see Underlying Performance)
STRATEGIC
Transamerica Asset Allocation Moderate
OPPORTUNISTIC
Cullen High Dividend Equity
TACTICAL
Cavalier Tactical Economic Fund