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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)
  • NVIDIA  4.9%
  • Microsoft  3.1%
  • Apple  2.9%
  • Broadcom 1.8%
  • Advanced Micro Devices 1.7%
  • Synopsis 1.5%
  • Lam Research 1.3%
  • Amazon 1.3%
  • Service Now 1.2%
  • ASML 1.0%
  • Innovation Portfolio: 20.7%
  • Nasdaq 100 (QQQ): 48.59%