top of page


Growth Portfolio Holdings:
10% core: Invesco Comstock Fund (ACSTX)
10% core: Fidelity Financials Sector exchange traded fund (FNCL)
10% core: Janus Global Technology (JAGTX)
10% core: Fidelity Select Biotech Sector Fund (FBIOX)
10% sector: Fidelity Select Brokerage & Asset Management Sector Fund (FSLBX)
10% sector: Fidelity Select Technology Fund (FSPTX)
10%: Alerian MLP exchange traded fund (AMLP)
10%: iShares Emerging Markets Dividend Fund (DVYE)
10%: Fidelity Floating Rate High Income Fund (FFRHX)
10%: Fidelity Global ex-US Index Fund (FSGDX)
bottom of page