Portfolio Holdings

mooney [4245] Star!Star!Star!

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Cash - cash held on deposit or in money market funds/accounts. Equities purchased with cash (stocks, mutual funds and ETFs).

Asset Allocation

Holdings

Position Commentary
Holding Return Exposure Trades Last Price Rationale Votes
DPS 146.83%  25.7%
Long
9  18-Mar-10   18.33   25-Jun-08  
JNJ 42.52%  18.5%
Long
9  19-Feb-10   52.47   n/a  
HI 26.06%  15.7%
Long
1  15-Dec-09   17.85   n/a  
PG 17.45%  13.6%
Long
1  20-Jan-10   55.17   n/a  
WMT 10.76%  9.8%
Long
1  10-Mar-10   50.50   n/a  
SDS -54.91%  9.0%
Long
58  30-Apr-09   61.74   n/a  
GLD 47.83%  7.7%
Long
6  16-Sep-09   99.70   n/a  
 

Performance data as of 19-Mar-10. All other data updated in real-time. The trades listed represent real trades executed by mooney with his/her online broker. Covestor maintains a verifiable audit trail of member trades.

Note: We will be adding new asset classes but do not currently include cash, options, CFDs, bonds and CDs.