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2015 November Update


The final tranche of 2018 LEAPs was intoduced this month. Price histories, adjusted for splits and dividends, were downloaded from Yahoo.


Comprehensive Strategy investments

Selection list

The selection list was generated before the November 25 market opening:

                                    MERIT    PRICE   GROUP AND END MARKET  
ARG    Airgas Inc                    644    138.25  Chemicals          intl
MCD    McDonald's Corp               527    114.28  Restaurants     US/intl
CCI    Crown Castle                  476     86.73  Util, Telecom    US/Aus
LB     L Brands                      411     96.88  Apparel          US/Can
SPG    Simon Property                388    187.24  Real Estate        intl
RAI    Reynolds American             370     46.69  Tobacco Prods        US
CCE    Coca-Cola Enterprises         369     50.82  Beverage, Soft       EU
MO     Altria Group                  369     57.57  Tobacco Prods   US/intl
AXP    American Express              354 X   71.63  Credit Servs    US/intl
HD     Home Depot                    354    133.60  Home Furnish        NAm
AGN    Allergen plc                  323    311.43  Drugs              intl
EL     Estee Lauder                  315     85.57  Personal Prods     intl
TRV    Travelers Cos                 310    115.44  Insurance       US/intl
LMT    Lockheed Martin               306    226.43  Aerosp & Def    US/intl
STZ    Constellation Brands          303    141.34  Beverage, Hard     intl
VFC    VF Corp                       294     66.35  Apparel           US/EU
AZO    AutoZone Inc                  285    779.66  Auto Parts       US/Mex
TJX    TJX Companies                 284     70.53  Retail,Variety  US/intl
CI     Cigna Corp                    281 X  134.26  HC Plans        US/intl
UNH    UnitedHealth Group            278    113.19  HC Plans             US

Portfolio

Invesment purchases are now confined to call options. The portfolios for call options and stocks have been transferred to the portfolio for investments.

I chose TRV for the purchase. Every stock higher in the list was disqualified because it was being merged (ARG), was already an investment (MCD, CCI, LB, RAI, CCE, HD, AGN, and EL), was in the Real Estate group (SPG), was in the same group and end market as an existing investment (MO), or was more than halfway towards a trend reversal (AXP):

               GROUP AND END MARKET    QTY        START        END OF MONTH
AGN          Drugs              intl   150  02/25/15  43,907  11/30  47,084
CCI          Util, Telecom    US/Aus   500  12/15/14  37,778  11/30  42,955
CI           HC Plans        US/intl   500  03/25/15  64,479  11/30  67,490
GILD         Biotechnology      intl   300  04/25/14  22,206  11/30  31,788
GMKYY        Packaged Goods  US/intl  1200  09/26/14  49,921  11/30  73,200
CCE17C50     Beverage, Soft       EU    20  04/24/15   5,824  11/30  10,000
EL17C85      Personal Prods     intl    14  10/23/15  11,079  11/30  11,200
HD16C92.5    Home Furnish        NAm     3  08/27/14   1,984  11/30  12,480
LB17C93      Apparel          US/Can    10  09/25/15  10,516  11/30  11,800
MCD17C90     Restaurants     US/intl     3  12/15/14   2,320  11/30   7,605
NI117C45     Util, Energy         US    10  01/27/15   3,096  11/30   2,000
RAI17C38.75  Tobacco Prods        US    28  02/25/15   7,075  11/30  23,240
STZ17C125    Beverage, Hard     intl    14  08/25/15  18,611  11/30  33,740
TJX17C70     Retail,Variety  US/intl    14  03/25/15  11,457  11/30  10,920
TRV18C115    Insurance       US/intl    10  11/25/15  10,812  11/30  11,030

Capital gains, investments

Thousands of US$
   DEC   JAN   FEB   MAR   APR   MAY   JUN   JUL   AUG   SEP   OCT   NOV
                                                                50     4

Capital gains, stocks

Thousands of US$
   DEC   JAN   FEB   MAR   APR   MAY   JUN   JUL   AUG   SEP   OCT   NOV
   -12    -6    24    -4   -11    16     6    -4    -8   -13            

Capital gains, call options

Thousands of US$
   DEC   JAN   FEB   MAR   APR   MAY   JUN   JUL   AUG   SEP   OCT   NOV
     7    -5     6   -11   -14     4    -7    12    -6    -2            

Comprehensive Strategy hedges

There will be no hedges until we enter a January Barometer defensive period.

Capital gains

Thousands of US$
   DEC   JAN   FEB   MAR   APR   MAY   JUN   JUL   AUG   SEP   OCT   NOV
                           -24    15     5    47    73    29   -90      

Irregular Strategy

Buying in the Irregular Strategy has ended.

Portfolio

                 DESCRIPTION       QTY         START          END OF MONTH 
IEF16C105    7-10 Year Treasury    100   08/07/14   15,461   11/30   14,500

Capital gains

Thousands of US$
   DEC   JAN   FEB   MAR   APR   MAY   JUN   JUL   AUG   SEP   OCT   NOV
     1    27   -18     1     0    -9   -12     3     1     2    -4    -9

Real Estate Fund Strategy

Portfolio

                 DESCRIPTION       QTY         START          END OF MONTH 
IYR16C63     US Real Estate ETF      3   12/13/13    1,450   11/30    3,600
IYR16C65     US Real Estate ETF      6   01/27/14    2,790   11/30    6,480
IYR16C67     US Real Estate ETF      3   03/27/14    1,288   11/30    2,565
IYR16C69     US Real Estate ETF      3   02/27/14    1,270   11/30    1,980
IYR16C70     US Real Estate ETF      8   09/26/14    3,067   11/30    4,520
IYR17C72     US Real Estate ETF     14   08/25/15    6,375   11/30    8,330
IYR17C76     US Real Estate ETF     42   10/23/15   18,395   11/30   15,960
IYR18C76     US Real Estate ETF     14   11/25/15    7,719   11/30    7,700

Capital gains

Thousands of US$
   DEC   JAN   FEB   MAR   APR   MAY   JUN   JUL   AUG   SEP   OCT   NOV
     9    22   -29     3   -28    -7   -22     9   -15    -8    10    -2

Easy Strategy

Portfolio

                 DESCRIPTION       QTY         START          END OF MONTH 
SPY17C205    S&P 500 Index ETF      60   10/09/15   76,855   11/30   97,680
SPY18C210    S&P 500 Index ETF       4   11/25/15    7,912   11/30    7,880

Capital gains

Thousands of US$
   DEC   JAN   FEB   MAR   APR   MAY   JUN   JUL   AUG   SEP   OCT   NOV
     2   -16    21   -12     1                                  18     3