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2017 March Update


The selection list was generated before the March 24 market opening. Price histories, adjusted for splits and dividends, were downloaded from Yahoo.


Comprehensive Strategy hedges

The January Barometer was positive. There will be no hedging this year.

Capital gains

Thousands of US$
  APR    MAY   JUN   JUL   AUG   SEP   OCT   NOV   DEC   JAN   FEB   MAR
  -28     -4    26   -54   -42     3   -14                              

Comprehensive Strategy investments

Selection list

                                    MERIT    PRICE   GROUP AND END MARKET  
RAI    Reynolds American             697     62.28  Tobacco Prods        US
MCD    McDonald's Corp               679    129.00  Restaurants     US/intl
CCI    Crown Castle                  513     93.00  Util, Telecom    US/Aus
MO     Altria Group                  476     74.02  Tobacco Prods   US/intl
HD     Home Depot                    457    147.99  Home Furnish        NAm
SPG    Simon Property                437 X  167.56  Real Estate        intl
DPZ    Domino's Pizza                397    184.35  Restaurants     US/intl
PM     Philip Morris                 385    112.95  Tobacco Prods      intl
UNH    UnitedHealth Group            378    165.29  HC Plans             US
LMT    Lockheed Martin               375    269.50  Aerosp & Def    US/intl
EL     Estee Lauder                  372     86.52  Personal Prods     intl
TJX    TJX Companies                 369     78.43  Retail,Variety  US/intl
STZ    Constellation Brands          350    162.72  Beverage, Hard     intl
AZO    AutoZone Inc                  346    725.50  Auto Parts       US/Mex
ROST   Ross Stores                   345     65.77  Retail,Variety       US
CMCSA  Comcast Corp                  337     37.22  Entertainment      intl
TSM    Taiwan Semiconductor          327     32.56  Semiconductors     intl
SJM    JM Smucker                    323    133.16  Packaged Goods     intl
AMT    American Tower                322    118.95  Util, Telecom      intl
COST   Costco Wholesale              317    166.90  Retail,Variety  US/intl

Portfolio

I bought STZ options. RAI, MCD, CCI, HD, UNH, LMT, and EL were already investments; MO, DPZ, PM, and TJX were in the same group and end market as existing investments; and SPG was in the Real Estate group:

                   GROUP AND END MARKET           START        END OF MONTH
500 CCI           Util, Telecom    US/Aus   12/15/14  37,778  03/31  47,225
14 ADP19C97.5     Software           intl   11/25/16  11,513  03/31  19,180
60 ARCC18C15      Investments          US   03/28/16   4,315  03/31  14,400
60 ARCC18C17      Investments          US   05/25/16   1,495  03/31   4,800
2 AZO18C800       Auto Parts       US/Mex   07/25/16  15,468  03/31   4,540
14 CCI18C95       Util, Telecom    US/Aus   08/25/16   9,259  03/31   7,840
40 CMCSA18C27.5   Entertainment      intl   01/25/16  14,564  03/31  40,600
20 EL19C85        Personal Prods     intl   02/24/17  18,924  03/31  20,000
10 HD18C125       Home Furnish        NAm   10/25/16  10,406  03/31  23,900
10 HD18C130       Home Furnish        NAm   02/25/16  13,246  03/31  19,950
4 LMT18C220       Aerosp & Def    US/intl   12/15/15   8,567  03/31  20,360
10 MCD18C125      Restaurants     US/intl   06/24/16   7,576  03/31   8,750
30 RAI18C50       Tobacco Prods        US   09/23/16   9,032  03/31  37,200
20 ROST19C67.5    Retail,Variety       US   01/25/17  17,944  03/31  15,900
14 STZ19C165      Beverage, Hard     intl   03/24/17  29,191  03/31  28,420
10 TRV18C115      Insurance       US/intl   11/25/15  10,812  03/31  10,800
6 UNH18C135       HC Plans             US   04/25/16   8,845  03/31  19,590
10 UNH19C165      HC Plans             US   12/16/16  19,546  03/31  18,800

Capital gains

Thousands of US$
  APR    MAY   JUN   JUL   AUG   SEP   OCT   NOV   DEC   JAN   FEB   MAR
  -14     -5    21    17   -35   -19     7     3    30     2    37    -5

Real Estate Fund Strategy

Portfolio

                      DESCRIPTION                 START        END OF MONTH
33 IYR18C72    iShares US Real Estate ETF   02/25/16  17,359  03/31  25,080
14 IYR18C75    iShares US Real Estate ETF   12/15/15   8,237  03/31   7,350
28 IYR18C76    iShares US Real Estate ETF   11/25/15  15,438  03/31  13,300
20 IYR18C78    iShares US Real Estate ETF   10/25/16   9,764  03/31   7,200
14 IYR18C80    iShares US Real Estate ETF   06/24/16   7,565  03/31   3,794
40 IYR18C83    iShares US Real Estate ETF   08/25/16  19,448  03/31   5,840
14 IYR18C85    iShares US Real Estate ETF   07/25/16   7,719  03/31   1,386
20 IYR19C76    iShares US Real Estate ETF   11/25/16  11,824  03/31  11,900
20 IYR19C77    iShares US Real Estate ETF   12/16/16  12,024  03/31  11,400
30 IYR19C78    iShares US Real Estate ETF   03/27/17  15,266  03/31  15,300
30 IYR19C81    iShares US Real Estate ETF   02/24/17  15,992  03/31  11,100

Capital gains

Thousands of US$
  APR    MAY   JUN   JUL   AUG   SEP   OCT   NOV   DEC   JAN   FEB   MAR
  -10      9    36    35   -28   -19   -67   -13    34   -18    38   -44

Easy Strategy

Buying in the Easy Strategy has been suspended indefinitely.

Portfolio

                       DESCRIPTION                START        END OF MONTH
85 SPY18C217        SPDR S&P 500 ETF        10/10/16 118,598  03/31 204,850

Capital gains

Thousands of US$
  APR    MAY   JUN   JUL   AUG   SEP   OCT   NOV   DEC   JAN   FEB   MAR
   12                                  -17    33    20    10    52   -11

Treasury bond Strategy

Portfolio

                       DESCRIPTION                START        END OF MONTH
14 IEF18C111   7-10 Year Treasury bond ETF  10/25/16   2,730  03/31     742
20 IEF19C105   7-10 Year Treasury bond ETF  03/06/17   6,179  03/31   6,800
48 IEF19C106   7-10 Year Treasury bond ETF  12/05/16  14,538  03/31  14,400

Capital gains

Thousands of US$
  APR    MAY   JUN   JUL   AUG   SEP   OCT   NOV   DEC   JAN   FEB   MAR
                                         0    -1    -1     0     1     0