STEP 4 of 4: CREATE AN INVESTMENT ALLOCATION REPORT
USE THE PORTFOLIO ALLOCATOR TO CALCULATE how much of each holding to purchase
SMART Portfolio - conservative; transamerica (AAF) Core
portfolio holdings
(Click a Fund to see Underlying Performance)
strategic
Transamerica Asset Allocation Cnsrv I
iShares Edge MSCI Min Vol USA ETF
SPDR® Bloomberg Barclays 1-3 Month T-Bill ETF
opportunistic
Braddock Multi-Strategy Income Institutional
Goldman Sachs Emerging Markets Debt Institutional
SPDR® Portfolio Short Term Treasury ETF
tactical
Cavalier Adaptive Income Institutional
Cavalier Hedged High Income Institutional