| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
3
5
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 3.1 | 0.89 | 2.21 |
| Stocks | 47.18 | 0.0 | 47.18 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 2.09 | 0.0 | 2.09 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 48.52 | 0.0 | 48.52 |
| 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 | |
|---|---|---|---|
| International Business Machines Corp | IBM | 4.66 | 1.65 |
| Fut Jun 13 Emini S&P 500 | --- | --- | 1.63 |
| Johnson & Johnson | JNJ | 21.03 | 1.63 |
| Google, Inc. Class A | GOOG | 15.98 | 1.53 |
| Procter & Gamble Co | PG | 15.12 | 1.53 |
| HSBC Holdings PLC | HBCYF | 4.07 | 1.42 |
| Roche Holding AG | RHHVF | 23.65 | 1.19 |
| Novartis AG | NVSEF | 17.5 | 1.19 |
| Vodafone Group PLC | VODPF | 21.77 | 1.01 |
| Merck & Co Inc | MRK | 12.65 | 0.97 |
