| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
4
3
5
5
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 16.18 | 0.0 | 16.18 |
| Stocks | 44.13 | 0.0 | 44.13 |
| Bonds | 6.01 | 1.08 | 4.92 |
| Other | 3.38 | 0.19 | 3.19 |
| Foreign Bonds | 3.88 | 0.0 | 3.88 |
| Foreign Stocks | 26.18 | 0.0 | 26.18 |
| Convertible | 1.51 | 0.0 | 1.51 |
| 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 | |
|---|---|---|---|
| British American Tobacco PLC | BATS | --- | 2.93 |
| Imperial Tobacco Group PLC | IMT | --- | 2.89 |
| Vodafone Group PLC | VODPF | 21.77 | 2.44 |
| CIT Group Inc | CIT | 9.06 | 2.08 |
| American International Group Inc | AIG | 16.69 | 2.0 |
| Apache Corporation | APA | -6.0 | 1.85 |
| White Mountains Insurance Group Ltd. | WTM | 11.57 | 1.84 |
| Apple Inc | AAPL | -16.96 | 1.81 |
| Lorillard, Inc. | LO | 11.13 | 1.76 |
| Transocean Ltd | RIG | 15.88 | 1.71 |
