| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
5
5
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
---
|
|
TheStreet.com
D-
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 26.96 | 0.0 | 26.96 |
| Stocks | 93.24 | 0.0 | 93.24 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 4.58 | 0.0 | 4.58 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 5.74 | 30.52 | -24.78 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Written Call Options | --- | --- | 30.52 |
| Exxon Mobil Corporation | XOM | 1.77 | 2.38 |
| Amgen Inc | AMGN | 21.82 | 2.37 |
| Panera Bread Company, Inc. Class A | PNRA | 11.53 | 2.34 |
| Biogen Idec Inc | BIIB | 46.43 | 2.24 |
| Coca-Cola Co | KO | 17.21 | 2.21 |
| AstraZeneca PLC ADR | AZN | 13.16 | 2.16 |
| Eli Lilly and Company | LLY | 10.97 | 2.11 |
| PepsiCo Inc | PEP | 20.92 | 2.09 |
| Colgate-Palmolive Company | CL | 15.21 | 2.07 |
