Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
ANWPX American Funds New Perspective Fund Class A | Large Cap Growth Equities, Global Equities | 15.49% |
CRBN iShares MSCI ACWI Low Carbon Target ETF | Large Cap Growth Equities | 22.18% |
JMF.L | 14.96% | |
PPSIX Principal Spectrum Preferred and Capital Securities Income Fund | Preferred Stock/Convertible Bonds | 26.72% |
USD=X USD Cash | 7.32% | |
VNQ Vanguard Real Estate ETF | REIT | 13.33% |
Ticker
Every 3 months
We cannot calculate this portfolio as it contains unknown symbols. Some of this portfolio's assets were probably delisted, or do not exist in our database: JMF.L.