| % Portfolio | |
| Combined | 100.00% | |
| Cash | 15.55% | |
| BK | 13.73% | |
| BAC | 12.20% | |
| WFC | 10.41% | |
| BRK-B | 10.26% | |
| IACIX | 7.82% | |
| JEF | 7.03% | |
| TAVIX | 5.60% | |
| BP | 4.59% | |
| HLDCY | 4.28% | |
| MSFT | 4.12% | |
| PTP | 3.18% | |
| bacA (custom) | 1.21% |
Total Returns:
| Ticker | Two Years | One Year | Six Months | Year To Date | Since Inception |
| My Portfolio | 16.35% | 14.85% | 21.13% | 14.10% | 17.05% |
| S&P 500 | 13.76% | 6.39% | 17.01% | 8.73% | 0.72% |
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