Funds From: sgenx - First Eagle Global A Load Waived - Large Blend to oakbx - Oakmark Equity & Income I - Large Blend


  • Holdings: Gold Commodity In Ounces , Microsoft Corp , Oracle Corporation , Intel Corp , Comcast Corp Class A ,
  • Category: World Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , FNMA , US Treasury Note 3.625% , FNMA , US Treasury Note 0.25% ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
Sign-up for sttrx investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Ubs Relationship Fds , Aust 3yr Bond 09/15/2014 , NYSE/Liffe 2 Year US Treasury Note Future Sept14 , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Ubs Relationship Fds ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for bpglx investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pabyx investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Alliancebernstein Cayman Global Risk Allocation Mutual Funds , Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.89827% , Norway(Kingdom Of) 3.75% , Italy(Rep Of) 2.1% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cbacx investment picks
  • Holdings: Blade Engine Securitization 144A FRN , Airspeed Ltd 2007-1 FRN , SPDR Gold Shares , PPL Corp , LyondellBasell Industries NV ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for qopcx investment picks
  • Holdings: Brazil (Federative Republic Of) 10 01/01/2021 , Uk Conv Gilt 2.25 09/07/2023 , US Treasury Note 2% , Mexico (United Mexican States) 10 12/05/2024 , Germany (Federal Republic Of) 4.25 07/04/2017 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mclox investment picks
  • Holdings: JPMorgan Intrepid International Inst , JPMorgan High Yield R6 , JPMorgan Realty Income Instl , JPMorgan Emerging Markets Debt R6 , JPMorgan Mid Cap Equity R6 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for jdvsx investment picks
  • Holdings: iShares MSCI Emerging Markets , Apple Inc , Intel Corp , Pfizer Inc , Oracle Corporation ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for flmfx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Wells Fargo & Co , Johnson & Johnson ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
Sign-up for gatex investment picks
  • Holdings: Us 2yr Note (Cbt) Sep14 Xcbt 20140930 , Vanguard FTSE Emerging Markets ETF , Us 10yr Note (Cbt)sep14 Xcbt 20140919 , S+p Mid 400 Emini Sep14 Xcme 20140919 , US Treasury Bond 4.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for htaax investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Apple Inc , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for paeax investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Apple Inc , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for paecx investment picks
  • Holdings: Wells Fargo & Co, San Francisco Ca Pfd , Ford Mtr Co Del Cv 4.25% , Mgm Resorts Intl Cv 4.25% , Micron Tech Cv 1.875% , General Motors Co ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for fcvsx investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Apple Inc , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for paebx investment picks
  • Holdings: Berkshire Hathaway Inc Class A , Kinnevik Investment AB , Protective Life Corp , Gencorp Cv 4.0625% , Nestle SA ,
  • Category: Convertibles
  • Morningstar Rating: 1 Stars
Sign-up for gagcx investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pabax investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for pacbx investment picks
  • Holdings: Alliancebernstein Cayman Global Risk Allocation Mutual Funds , Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.89827% , Norway(Kingdom Of) 3.75% , Italy(Rep Of) 2.1% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cabnx investment picks
  • Holdings: Alliancebernstein Cayman Global Risk Allocation Mutual Funds , Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.89827% , Norway(Kingdom Of) 3.75% , Italy(Rep Of) 2.1% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cabbx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Market Neutral
  • Morningstar Rating: 4 Stars
Sign-up for cvsix investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Apple Inc , Johnson & Johnson , JPMorgan Chase & Co ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pagyx investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for paccx investment picks
  • Holdings: FNMA , Fannie Mae Single Family TBA 6% 2044-07-01 , Fed Natl Mort Assc 3.5% , Ginnie Mae Jumbos TBA 3% 2044-07-01 , Apple Inc ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
Sign-up for pacyx investment picks
  • Holdings: Us 2yr Note (Cbt) Sep14 Xcbt 20140930 , Vanguard FTSE Emerging Markets ETF , Us 10yr Note (Cbt)sep14 Xcbt 20140919 , S+p Mid 400 Emini Sep14 Xcme 20140919 , US Treasury Bond 4.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for htayx investment picks
  • Holdings: Brazil (Federative Republic Of) 10 01/01/2021 , Uk Conv Gilt 2.25 09/07/2023 , US Treasury Note 2% , Mexico (United Mexican States) 10 12/05/2024 , Germany (Federal Republic Of) 4.25 07/04/2017 ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for mdlox investment picks
  • Holdings: Guggenheim Strategy I , E-mini S&P 500 Index Future Sept14 ,
  • Category: Bear Market
Sign-up for ryurx investment picks
  • Holdings: Oracle Corporation , General Motors Co , Bank of America Corporation , US TREASURY TIP , US Treasury TIP 1.25% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for oakbx investment picks
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Funds From: sgenx - First Eagle Global A Load Waived - Large Blend to oakbx - Oakmark Equity & Income I - Large Blend
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