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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 April 2018
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SecurityPrediction as of
Price as of
Price as of
DividendOne month total return
F5 Networks Inc.  144.61163.09 12.78%
Rocky Brands Inc.  21.1723.54 11.19%
Tesla Motors Inc Underperform266.13293.90 10.43% 1,447.341,566.13 8.21%
Stryker Orthopedics 159.57168.50 5.60%
NORSK HYDRO ADR 5.956.26 5.21%
Portland General Electric Co 40.5142.48 4.86%
Costco 188.43197.16 4.63%
Stag Industrial Inc. 23.9224.570.123.21%
NIKE Inc 66.4468.39 2.93%
8Point3 Energy PartnersUnderperform12.1512.100.281.89%
Boeing Company  324.65330.27 1.73%
Citigroup 67.5068.27 1.14%
NucorOutperform61.0961.62 0.87%
Industrias Bachoco 61.9562.07 0.19%
Chatham Lodging T  19.1519.050.110.05%
First Solar Inc.  70.9870.91 -0.10%
Disney 99.6499.53 -0.11%
Medtronic 80.2280.13 -0.11%
Starbucks 57.8957.57 -0.55%
Pope Resources - Limited PartnerUnderperform70.3069.80 -0.71%
McCormick & Company 104.99104.03 -0.92%
JP Morgan Chase 108.07106.90 -1.08%
Johnson & Johnson  128.15126.49 -1.30%
Apple Inc.  166.55164.05 -1.50%
Alphabet 1,037.141,018.58 -1.79%
Southern Copper Corporation 54.1852.81 -2.53%
Paccar 66.1763.67 -3.78%
Omega Healthcare  25.7624.75 -3.92%
Columbia Banking  41.4239.71 -4.15%
Ultra Clean Holdings Inc.  19.2517.51 -9.04%
Zillow Inc.  54.0048.37 -10.43%
Return Analysis:AprilYear-To-Date
Portfolio Average:1.03 %-1.72 %
Underweight Average*:3.87 %2.68 %
Overweight Average*:0.87 %1.90 %
S&P 500 Average:0.52 %-0.88 %
* 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 may hold positions in the securities mentioned in this website.
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