| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
4
1
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 0.0 | 0.0 | 0.0 |
| Stocks | 67.67 | 0.0 | 67.67 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.04 | 0.88 | -0.84 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 33.17 | 0.0 | 33.17 |
| 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 | |
|---|---|---|---|
| Centrica PLC | CPYYF | 7.23 | 2.95 |
| Chevron Corp | CVX | 12.05 | 2.71 |
| Verizon Communications Inc | VZ | 23.48 | 2.55 |
| GlaxoSmithKline PLC ADR | GSK | 20.06 | 2.43 |
| McDonald's Corporation | MCD | 15.8 | 2.1 |
| Johnson & Johnson | JNJ | 21.03 | 2.09 |
| Covidien PLC | COV | 10.55 | 2.08 |
| Pfizer Inc | PFE | 16.19 | 2.07 |
| SGS Ltd. | SGSN | --- | 1.88 |
| International Business Machines Corp | IBM | 4.66 | 1.75 |
