Based on this portfolio describe the person based on terms, Financial Management

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Based on this portfolio describe the person based on terms

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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