Arrowhead-Asset-Management

P.O. Box 2049
Wimberley, TX 78676
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Current IRA & Brokerage Account Holdings

 IRA & Brokerage - large portfolios (as of 6-1-21)

 8%  Construction and Housing (XHB)  

 8%  Hemp Harvest (MJ)

 8% Semiconductors (SMH)

 5% Small Cap 2000 (IWM)

 5%  Nasdaq 100 (QQQ)

 5%  Regional Banks (KRE)

 5%  Consumer Discretionary (XLY)

 5%  US Infrastructure (PAVE)

 5%  Retail (XRT)

 5%  Metals & Mining (XME)

40% Money Market (cash)
 

Fidelity IRA & Brokerage (5 Max holdings)     

10% Consumer Discretionary (XLY) 

10% Regional Banks (KRE)

10% US Small Company (IWM)

20% Real Estate (VNQ)

50% Money Market fund (cash)


”My wife signed me up for a local Bridge Club. I jump off next Tuesday
.”
– Rodney Dangerfield

Financial Links

Fidelity

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