Home Monthly Historical Performance Portfolio Comparisons VFS Rating scorecard Contact Us Portfolio Brady Demo FPIC Greg W Karen KC Lee Lynn Matt Mike Mike H Puget Investor Ron Sarah Susie Tom Tony Wise Investments 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 January 2012 < Previous Month Security Prediction as of 1/1/2012 Price as of 1/1/2012 Price as of 1/31/2012 Dividend One month total return eMagin Corp Outperform 3.70 4.53   22.43% Paccar   37.47 44.20   17.96% Amazon.com   173.10 194.44   12.33% iRobot   29.85 33.04   10.69% Esterline Technologies   55.97 61.15   9.25% Expeditors International   40.96 44.65   9.01% MRO   29.27 31.39   7.24% Plum Creek Timber LP Underperform 36.56 38.78   6.07% CP   67.67 71.32   5.39% Starbucks   46.01 47.92   4.15% Flir Systems   25.07 25.75   2.71% Nordstroms Outperform 49.71 49.38   -0.66% Intuitive Surgica   463.01 459.91   -0.67% GLW   12.98 12.87   -0.85% Costco   83.32 82.27   -1.26% Return Analysis: January Year-To-Date Portfolio Average: 6.92 % 6.92 % Underweight Average*: 6.07 % 6.07 % Overweight Average*: 10.88 % 10.88 % S&P 500 Average: 4.64 % 4.64 % * 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 advisors, 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.

Website Operated by Vertical Financial Systems, Inc