| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
3
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 60.35 | 17.69 | 42.66 |
| Stocks | 75.5 | 32.89 | 42.61 |
| Bonds | 16.93 | 1.69 | 15.23 |
| Other | 3.96 | 1.79 | 2.17 |
| Foreign Bonds | 10.27 | 31.04 | -20.77 |
| Foreign Stocks | 17.79 | 19.54 | -1.75 |
| Convertible | 15.88 | 0.0 | 15.88 |
| Preferred | 3.97 | 0.0 | 3.97 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Us 2yr Note 28/06/13 | --- | --- | 27.29 |
| S&P500 Emini Fut 21/06/13 | --- | --- | 15.14 |
| Liberty Global, Inc. Class A | LBTYA | 17.66 | 5.19 |
| Liberty Global, Inc. | LBTYK | 17.14 | 4.1 |
| M&T Bank Corp | MTB | 1.8 | 3.94 |
| Hudson City Bancorp, Inc. | HCBK | 1.35 | 3.93 |
| Coventry Health Care, Inc. | CVH | 11.3 | 3.55 |
| Us 5yr Note 28/06/13 | --- | --- | 3.37 |
| NYSE Euronext, Inc. | NYX | 26.09 | 3.02 |
| HJ Heinz Company | HNZ | 26.41 | 2.76 |
