| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
4
5
1
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 40.29 | 40.29 |
| Stocks | 48.17 | 48.17 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 11.53 | 11.53 |
| Convertible | 0.0 | 0.0 |
| Preferred | 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 | |
|---|---|---|---|
| Microsoft Corporation | MSFT | 23.36 | 14.78 |
| Wal-Mart Stores Inc | WMT | 15.1 | 13.46 |
| Coca-Cola Co | KO | 17.21 | 10.76 |
| Arca Continental, S.A.B. de C.V. | AC | --- | 6.82 |
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 4.99 |
| Tesco PLC | TSCO | --- | 4.71 |
| Procter & Gamble Co | PG | 15.12 | 4.19 |
| Orchard Sply Hardware Stores Pfd | --- | --- | 0.0 |
