| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
3
5
2
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.17 | 0.01 | 2.16 |
| Stocks | 94.5 | 0.0 | 94.5 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 3.34 | 0.0 | 3.34 |
| 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 2.84 |
| Exxon Mobil Corporation | XOM | 1.77 | 2.76 |
| S+p 500 E Mini Index Futures Jun13 Xiom | --- | --- | 2.21 |
| General Electric Co | GE | 6.43 | 1.65 |
| Chevron Corp | CVX | 12.05 | 1.58 |
| Johnson & Johnson | JNJ | 21.03 | 1.56 |
| International Business Machines Corp | IBM | 4.66 | 1.53 |
| Microsoft Corporation | MSFT | 23.36 | 1.47 |
| Google, Inc. Class A | GOOG | 15.98 | 1.45 |
| Procter & Gamble Co | PG | 15.12 | 1.43 |
