Funds From: hsamx - HSBC World Selection Moderate Strat A LW - Conservative Allocation to wbhix - Waddell & Reed High-Income B - High Yield Bond


  • Holdings: iShares iBoxx $ Invst Grade Crp Bond , Vanguard 500 Index Admiral , Vanguard FTSE All-Wld ex-US Idx Admiral , PowerShares FTSE RAFI US 1000 ETF , PowerShares FTSE RAFI Dev Mkts ex-US ETF ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares MSCI South Korea Capped , iShares China Large-Cap , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Airports Of Thailand PLC Shs Foreign Registered ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Verizon Communications Inc , Johnson & Johnson , Gilead Sciences Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: 10yr Mini Jgb Dec 14 , 3mo Euro Euribor Jun 15 , 3mo Euroyen (Tfx) Jun 15 , 90 Day Sterling Jun 15 , Euro$ 90 Day Jun 15 ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds New Perspective R6 , American Funds Capital World Gr&Inc R6 , American Funds New World R6 , American Funds New Economy R6 ,
  • Category: World Stock
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  • Holdings: BP PLC ADR , Royal Dutch Shell PLC Class A , British American Tobacco PLC , Shire PLC , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Fin Fut Euro$ Cme (Red) 03/14/16 , Fin Fut Euro$ Cme (Red) 06/13/16 , Fin Fut Euro$ Cme (Grn) 06/19/17 , Fin Fut Euro$ Cme (Grn) 03/13/17 , PIMCO Emerging Markets Currency Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: iShares National AMT-Free Muni Bond , iShares 20+ Year Treasury Bond , SPDR┬« Barclays High Yield Bond ETF , iShares Russell 1000 , PowerShares DB Commodity Tracking ETF ,
  • Category: Tactical Allocation
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for fmgax investment picks
  • Holdings: American Airlines Group Inc , Skyworks Solutions Inc , Lear Corp , Keurig Green Mountain Inc , Dollar Tree Stores Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: BlackRock Master Large Cap Growth Port , BlackRock Master Basic Value LLC , BlackRock EuroFund Instl , BlackRock Equity Dividend Instl , BlackRock Capital Appreciation BlackRock ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds Europacific Growth R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: OvaScience Inc , Cantel Medical Corp , Maximus Inc , SS&C Technologies Holdings Inc , Teledyne Technologies Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
Sign-up for plwax investment picks
  • Holdings: AXA SA , Taiwan Semiconductor Manufacturing Co Ltd , Novartis AG , EDP - Energias de Portugal SA , ORANGE ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Boston Properties Inc , Ventas Inc , Public Storage ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Bank of the Ozarks Inc , AmTrust Financial Services Inc , PRA Group Inc , Manhattan Associates Inc , OSI Systems Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Amgen Inc , Gilead Sciences Inc , Verizon Communications Inc , Philip Morris International Inc , Altria Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Mini Dec14 Imeq 20141219 , Isis Pharmaceuticals , RF Micro Devices Inc , SS&C Technologies Holdings Inc , Graphic Packaging Holding Co ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 3 Stars
Sign-up for armgx investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , Exxon Mobil Corporation , Microsoft Corp , Costco Wholesale Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 3 Stars
Sign-up for baedx investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Alimentation Couche-Tard Inc , Toyota Motor Corp , Brookfield Asset Management Inc Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for wbhix investment picks
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Funds From: hsamx - HSBC World Selection Moderate Strat A LW - Conservative Allocation to wbhix - Waddell & Reed High-Income B - High Yield Bond
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