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Monthly Portfolio Performance
Below is the summary by month of the performance of the Puget Investor Portfolio.

When a row is highlighted in green, it is identifying a stock that the model predict will outperform the portfolio for that month. When a row is highlighted in red, it is identifying a stock that the model predicted will underperform for the month. No highlight indicates the model is neutral on the stock. These predictions are always recorded at the beginning of the month, and table below shows the resulting return for the month.


Portfolio Performance for November 2017
< Previous Month
SecurityPrediction as of
11/1/2017
Price as of
11/1/2017
Price as of
11/30/2017
DividendOne month total return
CostcoUnderperform161.08184.430.5014.81%
First Solar Inc.  54.8262.10 13.28%
Fitbit Inc Underperform6.146.86 11.73%
F5 Networks Inc.  121.27134.20 10.66%
SKT 22.7525.04 10.07%
NIKE Inc 54.9960.42 9.87%
Limoneira Co  23.3525.36 8.61%
Disney 97.81104.82 7.17%
Amazon.com 1,105.281,176.75 6.47%
Starbucks 54.8457.820.305.98%
Columbia Banking  43.5146.10 5.95%
Chatham Lodging T Underperform21.7522.690.114.83%
STORE Capital Corporation Commo  24.6925.82 4.58%
W.P. Carey Inc  68.1571.18 4.45%
STAG 27.3028.300.124.10%
Realty Income Cor Underperform53.6755.300.213.43%
McCormick & Company 99.53102.18 2.66%
Ventas Inc. Common Stock  62.7564.01 2.01%
Kimco Realty Corporation Common  18.1618.52 1.98%
Pope Resources - Limited Partne  69.9771.000.001.47%
Potash Corporation of Saskatche 19.4719.65 0.92%
Alphabet 1,033.041,036.17 0.30%
Flir Systems 46.8246.580.15-0.19%
ConocoPhillips Co  51.1550.88 -0.53%
8Point3 Energy Partners 15.1415.06 -0.53%
Zillow Inc.  41.3141.06 -0.61%
Equity Residential Common Share  67.2666.82 -0.65%
Industrias Bachoco 58.8958.02 -1.48%
Southern Copper Corporation 42.9542.050.25-1.51%
Paccar 71.7370.330.25-1.60%
Rocky Brands Inc.  18.3017.700.11-2.68%
Tesla Motors Inc Underperform331.53308.85 -6.84%
Omega Healthcare  28.8626.85 -6.96%
TripAdvisor 37.5034.62 -7.68%
NORSK HYDRO ADR 7.746.81 -11.98%
Ultra Clean Holdings Inc.  25.5220.98 -17.79%
Townsquare Media Inc. Class A  10.447.94 -23.95%
Return Analysis:NovemberYear-To-Date
Portfolio Average:1.36 %17.70 %
Underweight Average*:5.59 %30.96 %
Overweight Average*:n/a-2.46 %
S&P 500 Average:3.06 %18.56 %
* Portfolio returns for Underweight and Overweight portfolios are calculated using stocks weighted underweight/overweight at the beginning of the month. If no overweight/underweight stock is identified for the month, the year-to-date overweight/underweight portfolio uses that 'portfolio average' return for the given month.

WEBSITE DISCLAIMER:  Puget Investors and Vertical Financial Systems, Inc are not registered investment advisers, broker/dealers, or research analysts/organizations. The content on this website is issued solely for information purposes and should not to be construed as an offer to buy, sell, or trade in any way, any security mentioned herein.

All information presented on this website is believed to be reliable and written in good faith, but no representation or warranty, expressed or implied is made as to their accuracy, completeness or correctness. You are responsible for doing your own research before investing in any securities mentioned herein. Readers are urged to consult with their own independent financial advisors with respect to any investment. Neither Vertical Financial Systems, Inc, nor its officers or employees accept any liability whatsoever for any direct or consequential loss arising from any use of information on this website.

Past performance is not a guarantee of future performance or accuracy. Rating calculations and methodology may change at any time, and we reserve the right to make changes which may impact the accuracy of the model without prior notice to anybody.

Be advised that employees and officers of Vertical Financial Systems, Inc and Pugetinvestor.com may hold positions in the securities mentioned in this website.
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