Roth IRA / IRA Portfolios

Roth IRA / IRA Portfolios

Aggressive Portfolio Growth A: Accumulating Wealth: This portfolio is the most aggressive of all portfolios. It consists exclusively of the Williams' Sector Strength Strategy top two performing Sector Funds. This portfolio could experience losses in a severe market decline. It's intended for very aggressive investors and due to its investment style this portfolio will remain fully invested in sector and stock funds.

Portfolio recommendations: December 2nd Portfolio performance: November 30th

Changes

? No changes this month

Allocations 50% Fidelity Select Technology (FSPTX) 30% Fidelity Select Gold (FSAGX) 20% United States Steel Corporation (X)

United States Steel Corporation

20%

Fidelity Select Technology

50%

Returns

November:

12.2%

2020 YTD:

29.8%

20-Year Average: 17.9%

Fidelity Select Gold 30%

Copyright ? 1997 Educational Investor Services. All rights reserved

Aggressive Growth Portfolio B: Accumulating Wealth: This is also very aggressive. It consists exclusively of Fidelity Select Funds. This portfolio could experience losses in a severe market decline. It's intended for very aggressive investors and due to its investment style this portfolio will remain fully invested in Fidelity Select Funds.

Changes ? No changes this month

40% 40% 10%

10%

Allocations Fidelity Select Technology (FSPTX) Fidelity Select Gold (FSAGX) Fidelity Select Automotive (FSAVX) Fidelity Select Construction and Housing (FSHOX)

Fidelity Select Construction

and Housing

Fidelity Select

10%

Automotive

10%

Fidelity Select Technology 40%

Returns

November:

1.1%

2020 YTD:

16.7%

20-Year Average: 14.7%

Fidelity Select Gold 40%

Copyright ? 1997 Educational Investor Services. All rights reserved

Growth Roth IRA/IRA: The Williams' Sector Strength Strategy makes up 60% of this portfolio. The Terrific Two makes up 40% of this portfolio with 12% trailing stop orders on both stocks.

Changes ? No changes this month

60% 20% 20%

Allocations Fidelity Select Technology (FSPTX) Citigroup (C) Intel Corporation (INTC)

Intel Corporation

20%

Returns

November:

7.1%

2020 YTD:

8.4%

20-Year Average: 19.7%

Citigroup 20%

Fidelity Select Technology 60%

Copyright ? 1997 Educational Investor Services. All rights reserved

Growth & Income Roth IRA/IRA: This model uses the Widely-Held Stock Theory (Terrific Two) with 50% going into each stock. Put 12% trialing stop orders on both stocks.

Changes ? No changes this month

Allocations 50% Citigroup (C) 50% Intel Corporation (INTC)

Intel Corporation

50%

Citigroup 50%

Returns

November:

3.5%

2020 YTD:

-19.5%

20-Year Average: 22.7%

Copyright ? 1997 Educational Investor Services. All rights reserved

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