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Cassaberry Consulting 2.1

1.2%
0.3%
0.0%

This motif contains a diversified portfolio, created by Cassaberry Consulting LLC for the Spring of 2018. Update from 2.0 with respect to share price. Cassaberry.com CassaberrySuccess.com See More
1.2%
0.3%
0.0%
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Portfolio Index 1 YR Return
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Weight Segment & Stocks Symbol 1 YR Return
45.7% Services 2.3%
41.6% Amazon.com Inc. AMZN 0.8%
2.2% 8xxxxx 8xxxxxxxxxx 8xx 88.8%
1.1% 8xxxxx 8xxxxxx 8xxx 8xxx 88.8%
0.8% 8xxxx 8xx 8xxx 88.8%
19.3% Technology 1.0%
4.7% 8xxxxxxxxxxxxxxxxxx 8xx 88.8%
3.0% 8xxxxx 8xxx 8xxx 88.8%
2.6% 8xxxxxx 8xxx 8xxx 88.8%
2.2% 8xxxxxx 8xxx 8xxxx 8 8xxx 88.8%
1.4% 8xxxxxxxxx 8xxx 8xxx 8x 88.8%
1.4% 8xxxx 8xxxxxxxxxx 8xxxxxxxxxxx 8xx 88.8%
1.3% 8xxxxxxxx 8xxxxxxxxxx 8xxx 88.8%
0.9% 8xxxxxxxxx 8xxxxxxx 8xx 8xxx 88.8%
0.7% 8xxxx 8xxxxxxxxxx 8xxx 88.8%
0.6% 8xxxx 8xxxxxx 8xxx 8xxx 88.8%
0.6% 8xxx 8xx 8xxx 88.8%
13.8% Industrial Goods 5.1%
6.4% The Boeing Company BA 2.2%
4.3% 8xxxxxxx 8xxxxxx 8xxxxxxxxxx 8xx 88.8%
3.1% 8xxxxxxx 8xxxxxx 8xx 88.8%
11.9% Financial 0.5%
6.7% Square Inc. SQ 19.4%
1.9% 8xxxxxxxxx 8xxxxxxxxxxx 8x 88.8%
1.6% 8xxx 8xxx 8 88.8%
1.2% 8xxxxxxxx 8xxx 8xxx 88.8%
0.4% 8xxxxx 8xxxxxx 8xxxx 8xxx 88.8%
6.3% Healthcare 25.4%
4.8% 8xxxx 8xxxxxxxxx 8xxx 8xxx 88.8%
1.5% 8xxxxxx 8xxxxx 8xxx 8xxx 88.8%
2.6% Consumer Goods 22.3%
1.2% 8xxx 8xxx 8xx 88.8%
0.7% 8xxxxxx 8xxx 8xxx 88.8%
0.4% 8xxxxxxx 8xxx 8xxxxxx 8xx 88.8%
0.2% 8xxx 8xxxxxxxxxx 8xx 88.8%
0.4% Other 46.6%
0.4% 8xx 8xxxxxxx 8x 8xxxxxxxxxxx 8xxxxxx 8xx 8xxx 88.8%
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