| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
2
3
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 4.73 | 0.0 | 4.72 |
| Stocks | 46.48 | 0.0 | 46.48 |
| Bonds | 17.67 | 0.0 | 17.67 |
| Other | 4.92 | 0.0 | 4.92 |
| Foreign Bonds | 3.76 | 0.0 | 3.76 |
| Foreign Stocks | 22.44 | 0.0 | 22.44 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.01 | 0.0 | 0.01 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Gold (Physical) | --- | --- | 4.77 |
| iShares Barclays MBS Bond | --- | --- | 2.87 |
| S&P 500 Emini Fut Jun13 | --- | --- | 1.53 |
| Chevron Corp | CVX | 16.51 | 1.24 |
| PowerShares Build America Bond | --- | --- | 1.2 |
| US Treasury Note 0.625% | --- | --- | 1.05 |
| Vanguard Mortgage-Backed Sec Idx ETF | --- | --- | 0.98 |
| Omega Healthcare Investors, Inc. | OHI | 40.0 | 0.96 |
| Apple Inc | AAPL | -14.23 | 0.9 |
| JPMorgan Chase & Co | JPM | 25.29 | 0.89 |
