Courage Miller Partners, LLC

Q2 2014 13F-HR Holdings

Location
Norfolk, VA
Holdings as of
6/30/2014
Date filed
8/1/2014
Form type
13F-HR
Num holdings
60
Total value ($000)
$136,477
Net value change ($000)
+9,264 (7.3%)
New positions
5
Sold out positions
0
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/7/2014 Next filing: 7/25/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2014
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)
SLYG 2,770 NEW
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2017 1,566 NEW
CLAYMORE EXCHANGE TRD FD TR GUG BULL2020 E 1,546 NEW
SCHA 1,467 152.8%
ETFS PRECIOUS METALS BASKET PHYS PM BSKT 582 5.8%
SCHZ 455 13.4%
SCHO 348 8.4%
SCHM 299 27.1%
SCHH 289 11.1%
SCHX 267 20.5%
Top Reduces (Value $000, Stocks/ETFs)
IJT -1,674 -46.4%
ISCG -665 -32.0%
IEV -283 -10.9%
VEU -235 -7.5%
IGE -94 -3.5%
IGSB -75 -0.9%
AGG -70 -1.5%
IJJ -64 -1.4%
STPZ -32 -0.6%
CURRENCYSHARES EURO TRUST -29 -3.3%
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