STEP 4 of 4:  CREATE AN INVESTMENT ALLOCATION REPORT

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

SMART Portfolio - income; TRANSAMERICA (lt) Core

 

portfolio holdings

(Click a Fund to see Underlying Performance)

STRATEGIC

Transamerica Asset Allocation Conservative

OPPORTUNISTIC

Braddock Multi-Strategy Income

TACTICAL

Cavalier Tactical Economic Fund

Cavalier Adaptive Income Fund

Cavalier Hedged High Income Fund

Cavalier Tactical Rotation Fund