Holdings and News

View/Download the Current Fund Tracker Statement
(as of 11.17.2014)

Company Tearsheets:

Alternatives Och-Ziff Capital Management (OZM)                       
Consumer Goods XLP
Vera Bradley (VRA)
Dollar General (DG)
PepsiCo, Inc. (PEP)
Energy Vanguard Utilities ETF (VPU)
Halliburton Company (HAL)
Occidental Petroleum Corporation (XNRG)
First Trust Energy Income (FEN)
Financials Assured Guaranty Ltd. (AGO)
Bank of America Corporation (BAC)
Altisource Residential Corporation (RESI)
Verisk Analytics, Inc. (VRSK)
Fixed Income John Deere Equity (DE) 
Healthcare AbbVie, Inc. (ABBV)
Abbott Laboratories (ABT)
Gilead Sciences, Inc. (GILD)
Synergy Pharmaceuticals (SGYP)
Industrials & Materials UPS
General Electric (GE)
Xylem, Inc. (XYL)
IT & Telecom Apple (AAPL)
iShares Global Tech ETF (IXN)
iShares Global Telecom ETF (IXP)
KEYW Holding Corporation
Oracle Corporation (ORCL)

Stock Markets News Headlines - Yahoo! News

Stock Markets News Headlines - Yahoo! News
  • Stocks that moved substantially or traded heavily Friday on the New York Stock Exchange and the Nasdaq Stock Market: NYSE Halliburton Co. (HAL), down $5.14 to $42.20 The energy exploration company and ...

  • NEW YORK (AP) — U.S. stocks are ending mostly lower as falling crude prices weigh on the market in a holiday-shortened session.

  • U.S. stocks ended a holiday-shortened session mostly flat on Friday as a massive decline in the energy sector offset strength in consumer names. The Dow Jones industrial average rose 2.28 points, or 0.01 ...

  • LONDON (Reuters) - Ratings agency Standard & Poor's (S&P) cut its credit rating on Standard Chartered for the first time in 20 years on Friday, citing the "tough period" the Asia-focused bank was going through and its weaker credit-worthiness. S&P cut its long-term issuer credit rating on Standard Chartered Plc to 'A' from 'A+', with a negative outlook -- a move that could make it more expensive for the bank to borrow money. It was S&P's first downgrade since it assigned Standard Chartered a rating in 1994, which was followed by upgrades in 1995, 2006 and 2011. ...

  • By Ryan Vlastelica NEW YORK (Reuters) - U.S. stocks were little changed on Friday, with major indexes on track for a sixth straight weekly advance in a holiday-shortened session, though energy shares saw heavy pressure as crude oil tumbled to a four-year low. While major indexes saw slight moves - with both the Dow and Nasdaq edging higher and the S&P 500 slightly down - there was volatility in areas of the market connected to the price of oil. Crude plunged 5.9 percent to $69.38 per barrel a day after OPEC decided not to cut output, which could leave markets oversupplied. ...

Economy News Headlines - Yahoo! News

Economy News Headlines - Yahoo! News
  • A renewed plunge in oil prices is a worrying sign of weakness in the global economy that could shake governments dependent on oil revenues. Yet it is also a bonus for consumers as prices fall at the pump, giving individuals more spending money and lowering costs for many businesses.

  • By Tulay Karadeniz and Gabriela Baczynska ANKARA/MOSCOW (Reuters) - Russian President Vladimir Putin's visit to Turkey on Monday will have trade and energy issues at its heart, but is not expected to bridge deep differences over Syria and Crimea. The two issues have tested a relationship usually kept on track by mutual economic advantage: Russia is Turkey's main energy supplier, and Ankara is Moscow's second biggest trade partner after Germany. Turkish President Tayyip Erdogan has strongly criticized Russia's backing for Syrian President Bashar al-Assad. ...

  • MADRID (Reuters) - Spain's newest political party Podemos, riding high in opinion polls just 10 months after its launch, released an economic manifesto on Friday that rowed back on earlier pledges to cut the retirement age and default on the national debt. Podemos ("We Can") has ridden a wave of anti-establishment sentiment, and polls for two leading newspapers have said it is on track to win the next election, which conservative Prime Minister Mariano Rajoy must call by late next year. Another, larger, survey said it was likely to come a close third. ...

  • India said Friday the economy grew 5.3 percent from July-September year-on-year, significantly slower than the previous three months, stirring hopes of interest rate cuts to boost investment.

  • By Randall Palmer OTTAWA (Reuters) - Canada's economy grew faster than expected in the third quarter, according to data on Friday, but cheaper oil prices add to the likelihood the Bank of Canada will not consider higher interest rates anytime soon despite the recent run of strong figures. At 2.8 percent, third quarter growth eclipsed a 2.1 percent market forecast and the Bank of Canada's 2.3 percent estimate, following 3.6 percent in the second quarter. ...