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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 March 2018 < Previous Month Security Prediction as of 3/1/2018 Price as of 3/1/2018 Price as of 3/31/2018 Dividend One month total return NovoCure Limited   20.55 21.80   6.08% Intel Corp Underperform 49.29 52.08   5.66% Extra Space Stora   85.05 87.36 0.78 3.63% HENNESSY GAS UTIL   26.91 27.32 0.19 2.22% VANGUARD HEALTH C   86.91 84.70 2.17 -0.04% Home Depot Inc   182.27 178.24 1.03 -1.65% Symantec Corporation   26.29 25.85   -1.67% Vertex Pharmaceuticals Incorpor   166.03 162.98   -1.84% Incyte Corporation   85.16 83.33   -2.15% FMC Corporation Underperform 78.48 76.57 0.17 -2.22% Disney   103.16 100.44   -2.64% Microsoft Corporation   93.77 91.27   -2.67% NVIDIA Corporation   242.00 231.59   -4.30% Amazon.com   1,512.45 1,447.34   -4.30% Apple Inc.   178.12 167.78   -5.81% 3M Company Common   235.51 219.52   -6.79% Paccar   71.59 66.17   -7.57% Boeing Company   362.21 327.88   -9.48% CHFS   3.15 2.79   -11.43% Qorvo Inc. Underperform 80.71 70.45   -12.71% YY   129.33 105.20   -18.66% Return Analysis: March Year-To-Date Portfolio Average: -3.73 % 0.26 % Underweight Average*: -3.09 % -0.81 % S&P 500 Average: -3.13 % -1.39 % * 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.

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