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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 August 2018
< Previous Month
SecurityPrediction as of
8/1/2018
Price as of
8/1/2018
Price as of
8/31/2018
DividendOne month total return
Rocky Brands Inc.  25.8530.150.1217.10%
Amazon.com 1,777.442,012.71 13.24%
F5 Networks Inc.  171.38189.12 10.35%
Seattle Genetics 70.4076.76 9.03%
Ladder Capital Corp Class A 15.9917.37 8.63%
NIKE Inc 76.9182.200.207.14%
Costco 218.71233.130.576.85%
Medtronic 90.2396.41 6.85%
McCormick & CompanyUnderperform117.54124.88 6.24%
Ventas Inc. Common Stock Underperform56.3859.87 6.19%
Stag Industrial Inc.Underperform27.3228.870.126.11%
EPR Properties  66.4970.180.366.09%
Paccar 65.7268.420.284.53%
Columbia Banking  40.9342.250.263.86%
Stryker OrthopedicsUnderperform163.25169.43 3.79%
Johnson & Johnson  132.52134.690.902.32%
Portland General Electric Co 45.3646.40 2.29%
ConocoPhillips Co  72.1773.43 1.75%
Fitbit Inc  5.936.02 1.52%
Tesla Motors Inc Underperform298.14301.66 1.18%
AlphabetUnderperform1,227.221,231.80 0.37%
American Water Works Company 88.2587.530.46-0.30%
JP Morgan Chase &  114.95114.58 -0.32%
First Solar Inc.  52.3552.08 -0.52%
Exxon MobileUnderperform81.5180.170.82-0.64%
Disney 113.56112.02 -1.36%
Boeing Company  356.30342.791.71-3.31%
Nucor 66.9362.50 -6.62%
Southern Copper Corporation 49.3643.640.40-10.78%
Zillow Inc.  56.3748.10 -14.67%
Return Analysis:AugustYear-To-Date
Portfolio Average:2.90 %7.95 %
Underweight Average*:3.32 %15.78 %
Overweight Average*:n/a9.40 %
S&P 500 Average:3.19 %8.79 %
* 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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