Current IRA & Brokerage Account Holdings

 IRA & Brokerage - large portfolios (numerous holdings)

10% US Russell 1000 Large Cap Growth (IWF)

10% Semiconductors (SOXX)

10% US Consumer Discretionary (XLY)

8% Nasdaq 100 (QQQ) 

8% Utilities (XLU)

5% Internet (FDN) 

5% US Oil "price of oil" (USO) 

5% US Dividend Appreciation (VIG)

5% Mobile Payments Technology (iPay)

5% Medical Devices (IHI)

5% Matthews Asia ESG fund (MASGX)

20%% Money Market (cash)

Fidelity IRA & Brokerage (4-5 holdings)      

20% US Large Cap Growth (IWF)

20% Green Century Balanced (GCBLX)

20% Gold Stocks Jr. (GDXJ)

20% Transportation (IWT) - new on 1-9-2020

20% Money Market fund (cash)

Fidelity IRA & Brokerage (2 holdings)

60% US Large Cap Growth (IWF)

40% Green Century Balanced (GCBLX)

Fidelity Taxable Bond & Income (after-tax brokerage accounts)

100% Money Market (cash)
      

 ”As a proud American, I truly love the freedoms we once had.” – George Carlin