| Scorecard |
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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 0.0 | 0.11 | -0.11 |
| Stocks | 81.84 | 0.0 | 81.84 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 18.26 | 0.0 | 18.26 |
| 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 | |
|---|---|---|---|
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 4.94 |
| Nestle SA ADR | NSRGY | 9.24 | 4.14 |
| Google, Inc. Class A | GOOG | 15.98 | 3.71 |
| Brookfield Asset Management Inc Class A | BAM | 9.06 | 3.58 |
| Wells Fargo & Co | WFC | 10.33 | 3.47 |
| Starbucks Corporation | SBUX | 12.53 | 3.16 |
| McDonald's Corporation | MCD | 15.8 | 2.99 |
| Unilever NV ADR | UN | 11.32 | 2.98 |
| Kinder Morgan, Inc. | KMI | 11.18 | 2.93 |
| Microsoft Corporation | MSFT | 23.36 | 2.47 |
