| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
2
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 91.05 | 91.05 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 3.68 | 3.68 |
| Foreign Stocks | 5.28 | 5.28 |
| Convertible | 0.0 | 0.0 |
| Preferred | 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 | 3.99 |
| Wells Fargo & Co | WFC | 10.33 | 3.92 |
| General Electric Co | GE | 6.43 | 3.84 |
| Ssc Goverment Mm Gvxx | --- | --- | 3.68 |
| Exxon Mobil Corporation | XOM | 1.77 | 3.57 |
| Pfizer Inc | PFE | 16.19 | 3.5 |
| JPMorgan Chase & Co | JPM | 10.55 | 3.25 |
| Citigroup Inc | C | 15.98 | 3.13 |
| Johnson & Johnson | JNJ | 21.03 | 2.56 |
| Occidental Petroleum Corporation | OXY | 15.12 | 2.45 |
