The Brignoli-Jacobs and Levy Portfolio

Discussions & news
21

IB portfolio return for October 2024: 8.09%. Holdings: AMJB $56, BTAL $79, CF $82, CTA $80, EDV $73, FBTC $61, LEU $103, PBT $32, PFIX $48, SBR $61, Cash $9.

22

IB portfolio return for November 2024: 5.39%. Holdings: AMJB $63, BTAL $75, CF $90, CTA $83, EDV $75, IBIT $55, LEU $92, PBT $41, PFIX $46, SBR $65, Cash $38.

23

IB portfolio return for December 2024: -5.20%. Holdings: AMJB $59, BTAL $74, CF $85, CTA $84, EDV $68, IBIT $53, LEU $67, PBT $33, PFIX $53, SBR $65, Cash $43.

24

IB portfolio return for January 2025: 5.08%. Holdings: AMJB $64, BTAL $73, CF $92, CTA $86, EDV $68, IBIT $58, LEU $82, PBT $33, PFIX $53, RINF $33, SBR $66, Cash $12.

25

IB portfolio return for February 2025: -1.17%. Holdings: AMJB $65, BTAL $78, CF $81, CTA $86, EDV $73, IBIT $48, LEU $91, PBT $32, PFIX $45, RINF $33, SBR $65, Cash $14.

26

IB portfolio return for March 2025: -3.19%. Holdings: AMJB $65, BTAL $84, CF $78, CTA $89, EDV $71, IBIT $47, LEU $62, PBT $30, PFIX $48, RINF $33, SBR $68, Cash $15.

27

IB portfolio return for April 2025: 0.37%. Holdings: AMJB $60, BTAL $80, CF $78, CTA $84, EDV $68, IBIT $54, LEU $70, PBT $29, PFIX $53, RINF $32, SBR $66, Cash $18.