Asset Allocation
| Position | Commentary | |||||||
|---|---|---|---|---|---|---|---|---|
| Holding | Return | Exposure | Trades | Last | Price | Rationale | Votes | |
| DPS | 146.83% |
|
9 | 18-Mar-10 | 18.33 | 25-Jun-08 | 0 | |
| JNJ | 42.52% |
|
9 | 19-Feb-10 | 52.47 | n/a | 0 | |
| HI | 26.06% |
|
1 | 15-Dec-09 | 17.85 | n/a | 0 | |
| PG | 17.45% |
|
1 | 20-Jan-10 | 55.17 | n/a | 0 | |
| WMT | 10.76% |
|
1 | 10-Mar-10 | 50.50 | n/a | 0 | |
| SDS | -54.91% |
|
58 | 30-Apr-09 | 61.74 | n/a | 0 | |
| GLD | 47.83% |
|
6 | 16-Sep-09 | 99.70 | n/a | 0 | |
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.
