| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
2
3
2
1
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 252.83 | 228.22 | 24.61 |
| Stocks | 36.57 | 0.0 | 36.57 |
| Bonds | 6.64 | 0.0 | 6.64 |
| Other | 0.03 | 0.0 | 0.03 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 32.14 | 0.0 | 32.14 |
| 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 | |
|---|---|---|---|
| US Treasury Bill | --- | --- | 6.64 |
| Apple Inc | AAPL | -16.96 | 1.04 |
| Exxon Mobil Corporation | XOM | 1.77 | 1.03 |
| General Electric Co | GE | 6.43 | 0.61 |
| Nestle SA | NSRGF | 9.65 | 0.59 |
| Chevron Corp | CVX | 12.05 | 0.59 |
| International Business Machines Corp | IBM | 4.66 | 0.57 |
| Johnson & Johnson | JNJ | 21.03 | 0.57 |
| Microsoft Corporation | MSFT | 23.36 | 0.54 |
| Procter & Gamble Co | PG | 15.12 | 0.53 |
