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2017 April Update


The selection list was generated before the April 25 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$
   MAY   JUN   JUL   AUG   SEP   OCT   NOV   DEC   JAN   FEB   MAR   APR
    -4    26   -54   -42     3   -14                                    

Comprehensive Strategy investments

Selection list

                                    MERIT    PRICE   GROUP AND END MARKET  
RAI    Reynolds American             953     64.80  Tobacco Prods        US
MCD    McDonald's Corp               744    134.23  Restaurants     US/intl
CCI    Crown Castle                  578     94.71  Util, Telecom    US/Aus
MO     Altria Group                  513     72.55  Tobacco Prods   US/intl
HD     Home Depot                    496    151.89  Home Furnish        NAm
UNH    UnitedHealth Group            446    172.33  HC Plans             US
SPG    Simon Property                433 X  168.94  Real Estate        intl
DPZ    Domino's Pizza                427    180.59  Restaurants     US/intl
LMT    Lockheed Martin               418    276.21  Aerosp & Def    US/intl
PM     Philip Morris                 410    112.39  Tobacco Prods      intl
TJX    TJX Companies                 404     78.62  Retail,Variety  US/intl
EL     Estee Lauder                  385     85.99  Personal Prods     intl
TSM    Taiwan Semiconductor          380     32.70  Semiconductors     intl
STZ    Constellation Brands          375    173.03  Beverage, Hard     intl
ROST   Ross Stores                   372     65.06  Retail,Variety       US
AZO    AutoZone Inc                  366    722.45  Auto Parts       US/Mex
TDG    TransDigm Group               361    248.33  Aerosp & Def         US
COST   Costco Wholesale              360    172.33  Retail,Variety  US/intl
TRV    Travelers Cos                 354    124.57  Insurance       US/intl
NOC    Northrop Grumman              348    249.14  Aerosp & Def         US

Portfolio

I bought TSM 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  04/30  47,300
14  ADP19C97.5    Software           intl   11/25/16  11,513  04/30  18,060
60  ARCC18C15     Investments          US   03/28/16   4,315  04/30  15,300
60  ARCC18C17     Investments          US   05/25/16   1,495  04/30   4,500
2   AZO18C800     Auto Parts       US/Mex   07/25/16  15,468  04/30   2,600
14  CCI18C95      Util, Telecom    US/Aus   08/25/16   9,259  04/30   6,020
40  CMCSA18C27.5  Entertainment      intl   01/25/16  14,564  04/30  48,400
20  EL19C85       Personal Prods     intl   02/24/17  18,924  04/30  20,400
10  HD18C125      Home Furnish        NAm   10/25/16  10,406  04/30  30,600
10  HD18C130      Home Furnish        NAm   02/25/16  13,246  04/30  27,500
4   LMT18C220     Aerosp & Def    US/intl   12/15/15   8,567  04/30  20,840
10  MCD18C125     Restaurants     US/intl   06/24/16   7,576  04/30  16,950
30  RAI18C50      Tobacco Prods        US   09/23/16   9,032  04/30  42,300
20  ROST19C67.5   Retail,Variety       US   01/25/17  17,944  04/30  13,980
14  STZ19C165     Beverage, Hard     intl   03/24/17  29,191  04/30  34,580
10  TRV18C115     Insurance       US/intl   11/25/15  10,812  04/30  10,000
60  TSM19C35      Semiconductors     intl   04/24/17  14,747  04/30  15,000
6   UNH18C135     HC Plans             US   04/25/16   8,845  04/30  24,120
10  UNH19C165     HC Plans             US   12/16/16  19,546  04/30  24,500

Capital gains

Thousands of US$
   MAY   JUN   JUL   AUG   SEP   OCT   NOV   DEC   JAN   FEB   MAR   APR
    -5    21    17   -35   -19     7     3    30     2    37    -5    46

Real Estate Fund Strategy

Portfolio

                      DESCRIPTION                 START        END OF MONTH
33 IYR18C72    iShares US Real Estate ETF   02/25/16  17,359  04/30  24,915
14 IYR18C75    iShares US Real Estate ETF   12/15/15   8,237  04/30   7,560
28 IYR18C76    iShares US Real Estate ETF   11/25/15  15,438  04/30  13,160
20 IYR18C78    iShares US Real Estate ETF   10/25/16   9,764  04/30   6,900
14 IYR18C80    iShares US Real Estate ETF   06/24/16   7,565  04/30   3,458
40 IYR18C83    iShares US Real Estate ETF   08/25/16  19,448  04/30   5,360
14 IYR18C85    iShares US Real Estate ETF   07/25/16   7,719  04/30   1,162
20 IYR19C76    iShares US Real Estate ETF   11/25/16  11,824  04/30  12,300
20 IYR19C77    iShares US Real Estate ETF   12/16/16  12,024  04/30  11,300
30 IYR19C78    iShares US Real Estate ETF   03/27/17  15,266  04/30  15,300
30 IYR19C80    iShares US Real Estate ETF   04/24/17  14,444  04/30  12,450
30 IYR19C81    iShares US Real Estate ETF   02/24/17  15,992  04/30  11,250

Capital gains

Thousands of US$
   MAY   JUN   JUL   AUG   SEP   OCT   NOV   DEC   JAN   FEB   MAR   APR
     9    36    35   -28   -19   -67   -13    34   -18    38   -44    -3

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  04/30 213,095

Capital gains

Thousands of US$
   MAY   JUN   JUL   AUG   SEP   OCT   NOV   DEC   JAN   FEB   MAR   APR
                                 -17    33    20    10    52   -11     8

Treasury bond Strategy

Portfolio

I bought 20 more IEF19C106 on 04/06/17 for $6,579. They are included in the 12/05/16 purchase.

                       DESCRIPTION                START        END OF MONTH
14 IEF18C111   7-10 Year Treasury bond ETF  10/25/16   2,730  04/30     980
20 IEF19C105   7-10 Year Treasury bond ETF  03/06/17   6,179  04/30   8,000
68 IEF19C106   7-10 Year Treasury bond ETF  12/05/16  21,117  04/30  22,440

Capital gains

Thousands of US$
   MAY   JUN   JUL   AUG   SEP   OCT   NOV   DEC   JAN   FEB   MAR   APR
                                   0    -1    -1     0     1     0     3