| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
1
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 66.88 | 0.0 | 66.88 |
| Stocks | 81.28 | 56.78 | 24.5 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 1.1 | -1.1 |
| Foreign Bonds | 0.0 | 0.03 | -0.03 |
| Foreign Stocks | 15.92 | 6.19 | 9.73 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.02 | 0.0 | 0.02 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Berkshire Hathaway Inc Class B | BRK.B | 27.17 | 1.37 |
| Allscripts Healthcare Solutions Inc | MDRX | 46.07 | 1.34 |
| American Railcar Industries, Inc. | ARII | 6.9 | 1.33 |
| Leucadia National Corporation | LUK | 32.96 | 1.32 |
| Directv | DTV | 22.93 | 1.32 |
| Coleman Cable, Inc. | CCIX | 105.83 | 1.32 |
| Pfizer Inc | PFE | 12.56 | 1.31 |
| Trex Company, Inc. | TREX | 46.36 | 1.26 |
| Hawaiian Telcom Holdco, Inc. | HCOM | 35.08 | 1.26 |
| Royal Dutch Shell PLC ADR Class A | RDS.A | -0.88 | 1.22 |
