To aid in visualizing what the different Carson portfolios are holding, here is a table readers might find helpful. For example, when I was working with the portfolios, I did not realize that HA and LRPC closely matched each other in the current holdings.
These are the ETFs held in the three portfolios for the month of July.
Carson Holdings: The variations in the recommendations for the three Carson portfolios is not all that different. Over time, I expect to see more divergence, but that is only a guess.