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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 July 2018 < Previous Month Security Prediction as of 7/1/2018 Price as of 7/1/2018 Price as of 7/31/2018 Dividend One month total return Disney   104.81 113.56 0.84 9.15% NovoCure Limited   31.30 34.00   8.63% Microsoft Corporation   98.61 106.08   7.58% VANGUARD HEALTH C   85.15 90.79   6.62% Boeing Company   335.51 356.30   6.20% Paccar   61.96 65.72   6.07% Amazon.com   1,699.80 1,777.44   4.57% NVIDIA Corporation   236.90 244.86   3.36% Vertex Pharmaceuticals Incorpor   169.96 175.05   2.99% Apple Inc.   185.11 190.29   2.80% Qorvo Inc.   80.17 81.76   1.98% Home Depot Inc   195.10 197.52   1.24% HENNESSY GAS UTIL   29.11 29.45   1.17% FMC Corporation   89.21 89.88   0.75% Symantec Corporation   20.65 20.22   -2.08% Intel Corp Underperform 49.71 48.10   -3.24% Extra Space Stora   99.81 93.97   -5.85% YY Inc.   100.47 93.23   -7.21% CHF Solutions Inc.   1.84 1.63   -11.41% Return Analysis: July Year-To-Date Portfolio Average: 1.75 % 5.08 % Underweight Average*: -3.24 % 4.84 % S&P 500 Average: 3.70 % 5.42 % * 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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