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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 0.06 | 0.0 | 0.06 |
| Stocks | 100.48 | 0.0 | 100.48 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.82 | 3.5 | -2.69 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 2.14 | 0.0 | 2.14 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| SPDR S&P 500 | --- | --- | 39.35 |
| Financial Select Sector SPDR | --- | --- | 8.15 |
| Apple Inc | AAPL | -16.96 | 8.09 |
| Newmont Mining Corporation | NEM | -28.91 | 5.77 |
| Verizon Communications Inc | VZ | 23.48 | 5.2 |
| AT&T Inc | T | 14.09 | 2.79 |
| Exxon Mobil Corporation | XOM | 1.77 | 2.39 |
| Western Union Company | WU | 15.83 | 1.96 |
| Wal-Mart Stores Inc | WMT | 15.1 | 1.89 |
| Ford Motor Co | F | 4.86 | 1.79 |
