| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
5
4
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 12.42 | 0.0 | 12.42 |
| Stocks | 48.84 | 12.9 | 35.94 |
| Bonds | 14.14 | 0.0 | 14.14 |
| Other | 5.67 | 0.92 | 4.75 |
| Foreign Bonds | 4.73 | 0.0 | 4.73 |
| Foreign Stocks | 0.21 | 1.57 | -1.36 |
| Convertible | 29.38 | 0.0 | 29.38 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| SPDR Gold Shares | --- | --- | 4.66 |
| Sweden(Kingdom Of) 3% | --- | --- | 2.0 |
| Apple Inc | AAPL | -14.23 | 1.88 |
| Virgin Media Cv 6.5% | --- | --- | 1.66 |
| Jds Uniphase Cv 1% | --- | --- | 1.49 |
| Exxon Mobil Corporation | XOM | 7.06 | 1.44 |
| Virgin Media Inc | VMED | 35.7 | 1.33 |
| General Electric Co | GE | 13.53 | 1.21 |
| Johnson & Johnson | JNJ | 22.65 | 1.1 |
| Pfizer Inc | PFE | 12.56 | 1.09 |
