Our Benchmark Portfolio is Segmented into 7^ths

⁴/₇^ths (or 57%) is invested in stable growth stocks;

Current Holdings:   KO, XOM, ETN,  XLP, SDY, UL, TIP, BA, AXP

²/₇^ths (or 29%) is invested in high growth stocks;

Current Holdings:  A,  TJX, MCHP, LECO, EWZ, NKE

¹/₇^th (or 14%) is invested in aggressive growth stocks.

Current Holdings:  

This is a guideline with which to start and is revised based on risk tolerance, investment horizon, and goals. The different classifications of stocks are based on earnings reliability, market capitalization, and stock price volatility. This not a recommendation or solicitation to buy or sell any securities.