STEP 4 of 4:  CREATE AN INVESTMENT ALLOCATION REPORT

USE THE PORTFOLIO ALLOCATOR TO CALCULATE how much of each holding to purchase

SMART Portfolio - growth; TRANSAMERICA (lt) Core

 

portfolio holdings

(Click a Fund to see Underlying Performance)

STRATEGIC

Transamerica Asset Allocation Growth

OPPORTUNISTIC

Polen Growth Fund - Investor

TACTICAL

Cavalier Tactical Economic Fund

Cavalier Fundamental Growth Fund

Cavalier Growth Opportunities Fund

Cavalier Tactical Rotation Fund