YTD Performance Update: August 2015

YTD performance (as of 7/31/15): +2.91%

S&P performance (as of 7/31/15): +3.35%

Common Cents Portfolio is down by 0.44%!!





Portfolio Composition by Position:

AAPL:  16%

LUV:  9%

RH:  9% 

V: 8% 

BP: 8%

CLNE:  6% 

T: 5% 

HD:  3% 

HZNP: 3% 

GLD:  3%

CASH: 29% 

Portfolio Composition by Sector/Industry (excluding cash):

Energy:  21% 

Technology:  20%

Retail:  19%

Industrials:  14%

Financial Services:  13%

Communication Services:  8%

Healthcare:  5%