| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
2
1
2
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 42.45 | 42.45 |
| Stocks | 56.78 | 56.78 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.77 | 0.77 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| JPMorgan Chase & Co | JPM | 10.55 | 3.71 |
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 3.66 |
| Wells Fargo & Co | WFC | 10.33 | 3.52 |
| Citigroup Inc | C | 15.98 | 2.56 |
| Bank of America Corporation | BAC | 4.65 | 2.52 |
| Visa, Inc. | V | 9.74 | 1.69 |
| Goldman Sachs Group Inc | GS | 12.19 | 1.34 |
| U.S. Bancorp | USB | 3.33 | 1.28 |
| MasterCard Incorporated Class A | MA | 10.06 | 1.28 |
| American Express Co | AXP | 19.49 | 1.16 |
