| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
4
5
1
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.96 | 1.96 |
| Stocks | 35.86 | 35.86 |
| Bonds | 7.97 | 7.97 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 54.21 | 54.21 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Jardine Matheson Holdings Ltd. | J36 | --- | 9.04 |
| Swatch Group AG | UHR | --- | 5.99 |
| British American Tobacco PLC | BATS | --- | 5.5 |
| Berkshire Hathaway Inc Class B | BRK.B | 27.17 | 5.41 |
| Franklin Resources Inc. | BEN | 23.92 | 5.16 |
| Philip Morris International, Inc. | PM | 11.47 | 4.63 |
| Compagnie Financiere Richemont SA | CFR | --- | 4.56 |
| Schindler Holding AG | SHLAF | 3.31 | 4.29 |
| MasterCard Incorporated Class A | MA | 17.41 | 4.28 |
| Canadian Natural Resources Ltd | CNQ | 2.36 | 4.19 |
