WNEIC Flagship Fund
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification
WNEIC Flagship Fund
Currency in USD · Last updated May 9, 2025
The WNE Investment Club's first fund raised, which continues to be the main fund.
Asset Allocation
Position | Category/Sector | Target Weight |
---|---|---|
ATVI Activision Blizzard, Inc. | Communication Services | 0% |
BIL SPDR Barclays 1-3 Month T-Bill ETF | Government Bonds | 0% |
CROX Crocs, Inc. | Consumer Cyclical | 0% |
META Meta Platforms, Inc. | Communication Services | 0% |
PERI Perion Network Ltd. | Communication Services | 0% |
PKI | 0% | |
TSLA Tesla, Inc. | Consumer Cyclical | 0% |
VTNR Vertex Energy, Inc. | Energy | 0% |
WMPN William Penn Bancorporation | Financial Services | 0% |
Transactions
Date | Type | Symbol | Quantity | Price |
---|---|---|---|---|
Sep 6, 2023 | Buy | Crocs, Inc. | 2 | $98.35 |
Sep 6, 2023 | Sell | SPDR Barclays 1-3 Month T-Bill ETF | 2 | $91.49 |
Aug 14, 2023 | Buy | SPDR Barclays 1-3 Month T-Bill ETF | 11 | $91.59 |
Jul 28, 2023 | Buy | SPDR Barclays 1-3 Month T-Bill ETF | 8 | $91.79 |
Jul 24, 2023 | Sell | PKI | 1 | 130.25 |
Jul 13, 2023 | Sell | Activision Blizzard, Inc. | 1 | $89.74 |
Jul 13, 2023 | Sell | Meta Platforms, Inc. | 1 | $314.33 |
Jul 13, 2023 | Sell | Tesla, Inc. | 1 | $277.95 |
Jul 12, 2023 | Buy | SPDR Barclays 1-3 Month T-Bill ETF | 2 | $91.57 |
Apr 26, 2023 | Buy | Perion Network Ltd. | 2 | $35.82 |