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2017 May Update


The selection list was generated before the May 25 market opening. Price histories, adjusted for splits, were downloaded from Yahoo.


The Yahoo database could not be accessed by downloaders on May 24, so I individually downloaded files for a list of fifty preselected stocks. The list was generated on May 14 when the Yahoo database was still accessible. The files were processed with YAHOO.BAS, not BULKLOAD.BAS, with the procedure explained in the Qbasic manual.

Comprehensive Strategy hedges

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

Capital gains

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

Comprehensive Strategy investments

Selection list

                                    MERIT    PRICE   GROUP AND END MARKET  
MCD    McDonald's Corp               697    149.50  Restaurants     US/intl
RAI    Reynolds American             642     66.42  Tobacco Prods        US
CCI    Crown Castle                  593    101.17  Util, Telecom    US/Aus
STRP   Straight Path Communications  483 X  180.68  Util, Telecom        US
HD     Home Depot                    470    155.00  Home Furnish        NAm
UNH    UnitedHealth Group            433    175.59  HC Plans             US
EL     Estee Lauder                  427     93.03  Personal Prods     intl
LMT    Lockheed Martin               408    280.05  Aerosp & Def    US/intl
ROST   Ross Stores                   388     61.95  Retail,Variety       US
STZ    Constellation Brands          384    178.83  Beverage, Hard     intl
TJX    TJX Companies                 380     73.99  Retail,Variety  US/intl
AMT    American Tower                370    129.30  Util, Telecom      intl
MO     Altria Group                  357     72.85  Tobacco Prods   US/intl
NOC    Northrop Grumman              355    253.38  Aerosp & Def       intl
COST   Costco Wholesale              330    173.01  Retail,Variety  US/intl
CMCSA  Comcast Corp                  329     40.33  Entertainment      intl
MA     Mastercard Inc                323    120.70  Credit Servs    US/intl
RTN    Raytheon Co                   321    162.14  Aerosp & Def       intl
SJM    JM Smucker                    313 X  127.75  Packaged Goods     intl
HSY    The Hershey Co                312    114.36  Confectioners   NA/intl

Portfolio

I bought MA options. MCD, RAI, CCI, HD, UNH, EL, LMT, ROST, STZ, and CMCSA were already investments and STRP, TJX, AMT, MO, NOC, and COST were in the same group and end market as existing investments:

                   GROUP AND END MARKET           START        END OF MONTH
500 CCI           Util, Telecom    US/Aus   12/15/14  37,778  05/31  50,825
14  ADP19C97.5    Software           intl   11/25/16  11,513  05/31  14,840
60  ARCC18C15     Investments          US   03/28/16   4,315  05/31  10,500
60  ARCC18C17     Investments          US   05/25/16   1,495  05/31   1,440
 2  AZO18C800     Auto Parts       US/Mex   07/25/16  15,468  05/31     578
14  CCI18C95      Util, Telecom    US/Aus   08/25/16   9,259  05/31  12,320
40  CMCSA18C27.5  Entertainment      intl   01/25/16  14,564  05/31  56,760
20  EL19C85       Personal Prods     intl   02/24/17  18,924  05/31  28,200
10  HD18C125      Home Furnish        NAm   10/25/16  10,406  05/31  30,600
10  HD18C130      Home Furnish        NAm   02/25/16  13,246  05/31  25,600
 4  LMT18C220     Aerosp & Def    US/intl   12/15/15   8,567  05/31  25,040
14  MA19C125      Credit Servs    US/intl   05/25/17  16,409  05/31  16,632
10  MCD18C125     Restaurants     US/intl   06/24/16   7,576  05/31  26,010
30  RAI18C50      Tobacco Prods        US   09/23/16   9,032  05/31  50,700
20  ROST19C67.5   Retail,Variety       US   01/25/17  17,944  05/31  10,600
14  STZ19C165     Beverage, Hard     intl   03/24/17  29,191  05/31  44,940
10  TRV18C115     Insurance       US/intl   11/25/15  10,812  05/31  11,400
60  TSM19C35      Semiconductors     intl   04/24/17  14,747  05/31  21,000
 6  UNh18C135     HC Plans             US   04/25/16   8,845  05/31  26,070
10  UNh19C165     HC Plans             US   12/16/16  19,546  05/31  24,750

Capital gains

Thousands of US$
   JUN   JUL   AUG   SEP   OCT   NOV   DEC   JAN   FEB   MAR   APR   MAY
    21    17   -35   -19     7     3    30     2    37    -5    46    49

Real Estate Fund Strategy

Portfolio

I bought 30 more IYR19C80 on 05/25/17 for $12,236. They are included in the 04/24/17 purchase.

                      DESCRIPTION                 START        END OF MONTH
33 IYR18C72    iShares US Real Estate ETF   02/25/16  17,359  05/31  23,925
14 IYR18C75    iShares US Real Estate ETF   12/15/15   8,237  05/31   7,000
28 IYR18C76    iShares US Real Estate ETF   11/25/15  15,438  05/31  12,040
20 IYR18C78    iShares US Real Estate ETF   10/25/16   9,764  05/31   6,100
14 IYR18C80    iShares US Real Estate ETF   06/24/16   7,565  05/31   2,884
40 IYR18C83    iShares US Real Estate ETF   08/25/16  19,448  05/31   4,040
14 IYR18C85    iShares US Real Estate ETF   07/25/16   7,719  05/31     840
20 IYR19C76    iShares US Real Estate ETF   11/25/16  11,824  05/31  11,300
20 IYR19C77    iShares US Real Estate ETF   12/16/16  12,024  05/31  10,200
30 IYR19C78    iShares US Real Estate ETF   03/27/17  15,266  05/31  14,100
60 IYR19C80    iShares US Real Estate ETF   04/24/17  26,680  05/31  21,000
30 IYR19C81    iShares US Real Estate ETF   02/24/17  15,992  05/31  10,050

Capital gains

Thousands of US$
   JUN   JUL   AUG   SEP   OCT   NOV   DEC   JAN   FEB   MAR   APR   MAY
    36    35   -28   -19   -67   -13    34   -18    38   -44    -3   -14

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  05/31 232,475

Capital gains

Thousands of US$
   JUN   JUL   AUG   SEP   OCT   NOV   DEC   JAN   FEB   MAR   APR   MAY
                           -17    33    20    10    52   -11     8    19

Treasury bond Strategy

Portfolio

I bought 20 more IEF19C106 on 05/05/17 for $6,059. 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  05/31     770
20 IEF19C105   7-10 Year Treasury bond ETF  03/06/17   6,179  05/31   8,000
88 IEF19C106   7-10 Year Treasury bond ETF  12/05/16  27,176  05/31  29,920

Capital gains

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