YTD Performance Update: December 2015

YTD performance (as of 11/30/15): -1.11%

S&P performance (as of 11/30/15): +3.01%

Common Cents Portfolio is down by 4.12%!!

Portfolio Composition by Position:

AAPL:  11%

RH: 11% 

V:  8% 

BP:  7% 

HZNP: 5% 

LUV: 5% 

T: 5% 

CLNE:  4% 

HD:  3% 

GLD:  3% 

CASH:  39% 

Portfolio Composition by Sector/Industry (excluding cash):

Retail:  23% 

Energy: 19% 

Technology:  19%

Financial Services:  14%

Healthcare: 9% 

Industrials:  8%

Communication Services:  8%