Asset Allocation
Social Media: 16.8%
GOOG: Alphabet Inc, 7.9%
META: Meta Platforms, 6.4%
MSFT: Microsoft Corp, 2.5%
Banking: 39.3%
BAC: Bank of America, 15.4%
JPM: JPMorgan Chase, 14.0%
WFC: Wells Fargo, 9.9%
Tobacco: 29.9%
PM: Phillip Morris Intl, 15.1%
MO: Altria Group, 14.8%
Cash: 13.9%
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Overall Fund Performance (36-Month Span)
Current Fund Value:
$28,454.80 (7 Investors)
Investment Stats: ROI (Absolute Change)
JF: 87.69% ($13,294.30)
Digital Advertising: 180.66%
Banking: 74.19%
Tobacco: 00.95% (Since 09/26/24)
Dow Jones: 15.71%
NASDAQ: 47.37%
S&P 500: 31.24%