Asset Allocation
Social Media: 17.3%
GOOG: Alphabet Inc, 8.1%
META: Meta Platforms, 6.6%
MSFT: Microsoft Corp, 2.6%
Banking: 40.5%
BAC: Bank of America, 15.9%
JPM: JPMorgan Chase, 14.4%
WFC: Wells Fargo, 10.2%
Tobacco: 39.0%
PM: Phillip Morris Intl, 15.6%
MO: Altria Group, 15.3%
VGR: Vector Group, 8.1%
Cash: 3.2%
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Overall Fund Performance (33-Month Span)
Current Fund Value:
$25,893.45 (7 Investors)
Investment Stats: ROI (Absolute Change)
JF: 75.13% ($11,107.95)
Digital Advertising: 165.09%
Banking: 44.51% (Since 11/02/23)
Tobacco: 00.16% (Since 09/26/24)
Dow Jones: 18.05%
NASDAQ: 42.33%
S&P 500: 31.85%