| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
3
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 26.4 | 0.05 | 26.35 |
| Stocks | 80.07 | 12.99 | 67.08 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.03 | 0.43 | -0.4 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 7.22 | 0.24 | 6.98 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Valeant Pharmaceuticals International Inc | VRX | 23.29 | 7.22 |
| Directv | DTV | 12.94 | 5.86 |
| Wells Fargo & Co | WFC | 10.33 | 4.93 |
| Live Nation Entertainment, Inc. | LYV | 32.33 | 4.58 |
| Aon plc | AON | 10.55 | 4.55 |
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 4.47 |
| iShares Russell 2000 Index | --- | --- | 4.46 |
| Redwood Trust, Inc. | RWT | 34.4 | 3.98 |
| Texas Instruments, Inc. | TXN | 19.46 | 3.94 |
| Iconix Brand Group, Inc. | ICON | 28.41 | 3.83 |
