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Based on this portfolio, describe the person based on terms you might think are accurate. California Tax-Exempt Money Market $300,000 Calif. L.T Tax Exempt $100,000
Based on this portfolio, describe the person based on terms you might think are accurate.
California Tax-Exempt Money Market $300,000
Calif. L.T Tax Exempt $100,000
Small Cap Growth Index (0861) $200,000
Energy Fund (0051) $150,000
REIT Index Fund (0123) $300,000
Precious Metals and Mining (0053) $350,000
Emerging Markets (0533) $450,000
Information Technology ETF (VGT) $300,000
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