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INNOVATION PORTFOLIO (E)

CUMULATIVE MONTHLY RETURNS
  • Core: Strategic Investments
  • Satellite: Tactical Investments
  • Global Technology – Columbia Threadneedle
  • Global Technology – BGF (Black Rock)
  • Global Technology – T. Rowe Price
  • Global Technology – Franklin Templeton
  • Legal & General – Artificial Intelligence
  • Legal & General – Cyber Security
  • VanEck – Semiconductor
  • iShares – Semiconductor
  • Wisdom Tree – Artificial Intelligence
  • Wisdom Tree – Cyber Security
  • NVIDIA  4.4%
  • Microsoft  3.3%
  • Apple  2.7%
  • Broadcom 2.6%
  • Advanced Micro Devices 2.1%
  • Palo Alto Networks 1.7%
  • CrowdStrike 1.6%
  • SentinelOne 1.4%
  • Synopsis 1.4%
  • Amazon 1.4%
  • Innovation Portfolio: 22.6%
  • Nasdaq 100 (QQQ): 45.91%