Courage Miller Partners, LLC

Q1 2014 13F-HR Holdings

Location
Norfolk, VA
Holdings as of
3/31/2014
Date filed
5/7/2014
Form type
13F-HR
Num holdings
55
Total value ($000)
$127,213
Net value change ($000)
+9,134 (7.7%)
New positions
6
Sold out positions
0
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2014 Next filing: 8/1/2014 SEC filing

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHE 3,146 NEW
SCHZ 954 39.1%
ETFS PRECIOUS METALS BASKET PHYS PM BSKT 954 10.6%
IVE 454 10.9%
SCHH 393 17.8%
IJJ 373 9.0%
IVW 372 8.9%
IVV 337 NEW
CLAYMORE EXCHANGE TRD FD TR 331 19.6%
IJS 327 9.9%
Top Reduces (Value $000, Stocks/ETFs)
VEU -1,570 -33.5%
AGG -268 -5.5%
STPZ -168 -3.2%
BWZ -118 -3.0%
ISCG -66 -3.1%
SCHO -61 -1.4%
IGSB -47 -0.6%
ILCG -24 -1.0%
AAPL -23 -7.9%
CURRENCYSHARES EURO TRUST -12 -1.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type