YTD Performance Update: September 2015

YTD performance (as of 8/31/15): -4.28%

S&P performance (as of 8/31/15): -2.88%

Common Cents Portfolio is down by 1.40%!!


Portfolio Composition by Position:

AAPL:  14%

V: 11% 

LUV:  9%

RH:  9% 

BP: 8%

T: 5% 

CLNE: 4% 

HD:  3% 

HZNP: 3% 

GLD:  3%

CASH: 31% 

Portfolio Composition by Sector/Industry (excluding cash):

Energy:  19% 

Technology:  19%

Retail:  18%

Financial Services: 17% 

Industrials:  14%

Communication Services:  8%

Healthcare:  4%