| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
5
3
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 0.0 | 0.0 | 0.0 |
| Stocks | 68.45 | 0.0 | 68.45 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.14 | -0.14 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 31.69 | 0.0 | 31.69 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 5.7 |
| Canadian National Railway Co | CNI | 6.54 | 5.0 |
| Noble Energy Inc | NBL | 9.26 | 4.74 |
| Schlumberger NV | SLB | 6.93 | 4.57 |
| Danaher Corporation | DHR | 7.63 | 4.42 |
| Parker Hannifin Corporation | PH | 3.02 | 4.38 |
| Manulife Financial Corporation | MFC | 8.75 | 4.38 |
| Royal Bank Of Canada | RY | 1.59 | 4.32 |
| ASML Holding NV | ASMLF | 14.45 | 4.29 |
| Google, Inc. Class A | GOOG | 15.98 | 4.07 |
