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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 December 2018 < Previous Month Security Prediction as of 12/1/2018 Price as of 12/1/2018 Price as of 12/31/2018 Dividend One month total return NovoCure Limited   34.32 33.48   -2.45% Disney   115.49 109.65 0.88 -4.29% Home Depot Inc   180.32 171.82   -4.71% Paccar   62.22 57.14 2.00 -4.95% HENNESSY GAS UTIL   29.59 25.44 2.60 -5.22% Boeing Company   346.76 322.50   -7.00% Qorvo Inc. Underperform 65.81 60.73   -7.72% Vertex Pharmaceuticals Incorpor   180.79 165.71   -8.34% Microsoft Corporation   110.89 101.57   -8.40% VANGUARD HEALTH C   93.63 80.34 5.25 -8.59% FMC Corporation Underperform 82.74 73.96 0.40 -10.13% Amazon.com   1,690.17 1,501.97   -11.13% Apple Inc.   178.58 157.74   -11.67% NVIDIA Corporation   163.43 133.50   -18.31% Return Analysis: December Year-To-Date Portfolio Average: -8.07 % -7.06 % Underweight Average*: -8.92 % -9.15 % S&P 500 Average: -9.33 % -6.35 % * 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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