| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
2
2
4
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 6.48 | 0.0 | 6.47 |
| Stocks | 53.47 | 0.0 | 53.47 |
| Bonds | 13.59 | 0.0 | 13.59 |
| Other | 4.3 | 0.0 | 4.3 |
| Foreign Bonds | 6.18 | 0.0 | 6.18 |
| Foreign Stocks | 15.98 | 0.0 | 15.98 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Gold (Physical) | --- | --- | 3.94 |
| iShares Barclays MBS Bond | --- | --- | 3.72 |
| SPDR Barclays International Treasury Bd | --- | --- | 2.18 |
| Walgreen Company | WAG | 32.98 | 1.9 |
| CVS Caremark Corp | CVS | 22.44 | 1.74 |
| Monsanto Company | MON | 11.41 | 1.34 |
| Discover Financial Services | DFS | 13.75 | 1.32 |
| Omnicom Group, Inc. | OMC | 19.5 | 1.32 |
| iShares JPMorgan USD Emerg Markets Bond | --- | --- | 1.29 |
| Interpublic Group of Cos Inc | IPG | 23.91 | 1.18 |
