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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 May 2018 < Previous Month Security Prediction as of 5/1/2018 Price as of 5/1/2018 Price as of 5/31/2018 Dividend One month total return YY Inc.   96.39 116.53   20.89% Qorvo Inc. Underperform 67.40 80.25   19.07% NovoCure Limited   27.30 31.45   15.20% Apple Inc.   165.26 186.87 0.73 13.52% NVIDIA Corporation   224.90 252.19 0.15 12.20% Incyte Corporation   61.94 68.27   10.22% FMC Corporation Underperform 79.73 87.09   9.23% Intel Corp Underperform 51.62 55.20 0.30 7.52% Extra Space Stora   89.59 96.25   7.43% Microsoft Corporation   93.52 98.84 0.42 6.14% Boeing Company   333.56 352.16 1.71 6.09% Amazon.com   1,566.13 1,629.62   4.05% VANGUARD HEALTH C   82.72 84.52   2.18% 3M Company Common   194.39 197.23 1.36 2.16% Home Depot Inc   184.80 186.55 1.03 1.50% HENNESSY GAS UTIL   28.13 28.46   1.17% Vertex Pharmaceuticals Incorpor   153.16 154.00   0.55% Disney   100.33 99.47   -0.86% Paccar   63.67 62.23 0.28 -1.82% CHF Solutions Inc.   3.04 2.95   -2.96% Symantec Corporation   27.79 20.78   -25.22% Return Analysis: May Year-To-Date Portfolio Average: 5.16 % 5.44 % Underweight Average*: 11.94 % 10.63 % S&P 500 Average: 2.43 % 1.53 % * 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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