| 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 | 34.04 | 0.0 | 34.04 |
| Stocks | 58.08 | 0.0 | 58.08 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 3.69 | 0.0 | 3.69 |
| Foreign Bonds | 0.35 | 0.0 | 0.35 |
| Foreign Stocks | 4.09 | 0.0 | 4.09 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.25 | -0.25 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Hewlett-Packard Co | HPQ | 43.73 | 9.59 |
| Spectrum Brands Holdings Inc | SPB | 19.32 | 8.48 |
| Walter Investment Management Corp | WAC | -23.25 | 5.32 |
| Microsoft Corporation | MSFT | 23.36 | 4.87 |
| Jefferies Group, Inc. | JEF | 16.96 | 4.76 |
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 3.03 |
| Google, Inc. Class A | GOOG | 15.98 | 2.9 |
| Barrick Gold Corporation | ABX | -44.56 | 2.82 |
| Sprint Nextel Corp | S | 24.51 | 2.64 |
| EXCO Resources, Inc. | XCO | 9.6 | 1.97 |
