Holdings and News

View/Download the Current Fund Tracker Statement
(as of 02.24.2014)

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
  • SEOUL (Reuters) - Shares in South Korean chipmaker SK Hynix Inc fell sharply in early trade on Tuesday, heading for their fifth straight day of declines on concerns about slower earnings growth at the...

  • NEW YORK (AP) — After dawdling between small gains and losses in a slow day of summer trading, the stock market ended little changed on Monday.

  • By Caroline Valetkevitch NEW YORK (Reuters) - Stocks ended nearly flat on Monday as the latest deal news offset losses following discouraging data on the housing market and some signs of weakness in the services sector. Dollar Tree Inc offered to buy rival discount chain Family Dollar Stores Inc for about $8.5 billion. The transaction, including debt, values Family Dollar at about $9.2 billion. Family Dollar's stock shot up 24.9 percent to $75.74 and was the S&P 500's biggest percentage gainer.

  • By John Tilak TORONTO (Reuters) - Canada's main stock index was little changed on Monday as a decline in shares of energy producers, as oil prices dropped, neutralized strength in mining shares. While signs of increasing supply and sluggish demand played the biggest role in driving down the price of crude oil, investors also kept an eye on the volatile situation in the Middle East. The Toronto stock market's benchmark index eased from the record high it hit the previous session as investors braced for a wave of economic data this week. One needs to be cautious at these levels,” said Elvis Picardo, strategist and vice president of research at Global Securities in Vancouver.

  • By Angela Moon NEW YORK (Reuters) - World stock markets were little changed on Monday while the U.S. dollar traded mostly flat against a basket of major currencies ahead of key U.S. economic reports and events this week. Wall Street ended flat as the latest deal news offset losses following soft data on the housing market and services sector. The market may also be hitting resistance with the Dow Jones industrial average sitting just below 17,000 and the S&P 500 near 2,000. ...

Economy News Headlines - Yahoo! News

Economy News Headlines - Yahoo! News
  • By Eliana Raszewski and Richard Lough BUENOS AIRES (Reuters) - Factory owner Norberto Garcia was poised to launch a series of new toys this year after grafting hard for the past decade to rebuild his business following Argentina's 2001-2002 economic crash and debt default. Garcia's wait-and-see attitude is typical of other businesses who anticipate a slowdown in sales in a country grappling with a surging inflation rate but are convinced any economic downturn will be moderate. While unsettling, the debt crisis today is a far cry from the turmoil of Argentina's $100 billion default in 2002, and Garcia is optimistic things will ultimately improve. Argentina's record default sent shockwaves through global capital markets and millions of Argentines lost their jobs as the economy collapsed.

  • SEOUL, South Korea (AP) — Asian stock markets posted modest gains Tuesday as investors treaded cautiously ahead of U.S. and Chinese economic reports later this week.

  • By Alejandro Lifschitz and Daniel Bases BUENOS AIRES/NEW YORK (Reuters) - Argentina will on Tuesday meet the U.S. mediator in its battle with 'holdout' debt investors suing the country for last-minute talks to avert a second default this century, but hopes for a deal are fading fast. Mediator Daniel Pollack said on Monday the Argentine government advised him it was sending a delegation of technical, financial and legal representatives to meet him at 11 a.m. EDT on Tuesday in his office in New York. Argentine dollar-denominated bonds closed down as much as 3.3 percent in over-the-counter trading on Monday, as investors worried about Wednesday's deadline for Latin America's No. 3 economy to either pay the New York hedge funds in full or cut a deal to stave off a default. Argentina's isolation from global capital markets means an eventual default would be highly unlikely to send shockwaves through emerging markets worldwide.

  • The EU is expected to take the plunge Tuesday and impose tougher sanctions on Russia over Ukraine, but the measures could hit its own struggling economy -- especially should Moscow reply in kind. "It is clear that there is a risk of Russian reprisals," one EU diplomat said, noting that Moscow has repeatedly used trade embargoes to put pressure on former communist states such as Moldova or Georgia seeking closer ties with the European Union. As if on cue, Moscow announced Monday a ban on the import of processed fruit and vegetables from Ukraine, and warned of similar steps against the European Union. The International Monetary Fund last week cut its 2014 global growth forecast to 3.4 percent from 3.7 percent, in part because of the Ukraine crisis, and warned that sanctions against Russia would hurt Europe.

  • By Wayne Cole SYDNEY (Reuters) - Asian shares touched fresh three-year highs on Tuesday as investors in the region drew encouragement from a rally in Chinese markets, though caution was widespread given the torrent of U.S. economic news still to come this week. Hong Kong's key stock index inched to its loftiest level in over 3-1/2 years on optimism that the world's second-largest economy has turned a corner and as investors wagered on more growth-friendly policies from Beijing. ...