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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 2019 < Previous Month Security Prediction as of 4/1/2019 Price as of 4/1/2019 Price as of 4/30/2019 Dividend One month total return Disney   111.03 136.97   23.36% Microsoft Corporation Outperform 117.94 130.60   10.73% Amazon.com   1,780.75 1,926.52   8.19% Home Depot Inc   191.89 203.70   6.15% Apple Inc.   189.95 200.67   5.64% Qorvo Inc. Underperform 71.73 75.61   5.41% Paccar   68.14 71.67   5.18% FMC Corporation Underperform 76.82 79.06   2.92% NVIDIA Corporation Outperform 179.56 181.00   0.80% HENNESSY GAS UTIL   28.82 28.92   0.35% Boeing Company   381.42 377.69   -0.98% VANGUARD HEALTH C   82.95 79.84   -3.75% Vertex Pharmaceuticals Incorpor   183.95 168.98   -8.14% NovoCure Limited   48.17 44.07   -8.51% Return Analysis: April Year-To-Date Portfolio Average: 3.38 % 20.88 % Underweight Average*: 4.16 % 25.96 % Overweight Average*: 5.77 % 23.67 % S&P 500 Average: 4.09 % 17.65 % * 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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