Adj close Adj close Adj close Adj close Adj close Adj close Adj close Adj

close Adj close

Date ADM IBM BA JPM CAT MSFT DE PG GIS
5/1/2010 18.96443 89.07176 50.35287 29.84714 45.18754 20.18827 45.54285 43.90016 24.86239
6/1/2010 19.48476 88.25606 49.51667 27.60748 44.67439 18.08635 43.9637 43.1025 24.79606
7/1/2010 20.64691 91.77258 53.76997 30.37501 51.87346 20.28721 52.91478 43.95046 23.87459
8/1/2010 23.2504 88.00591 48.23831 27.45645 48.78257 18.44793 50.20873 43.21529 25.43831
9/1/2010 24.20894 96.35024 52.82645 28.74016 58.90443 19.35235 55.37483 43.43259 25.70563
10/1/2010 25.27074 103.1452 56.08146 28.41545 58.84452 21.07502 61.20029 46.03984 26.42318
11/1/2010 21.98675 101.6081 50.62734 28.27822 63.68533 19.96082 59.52683 44.56927 25.04278
12/1/2010 22.92736 105.8834 52.12398 32.07385 70.50557 22.1904 66.18077 46.94843 25.22709
1/1/2011 24.90148 116.8787 55.49455 33.97923 73.02738 22.04729 72.74101 46.07266 24.65294
2/1/2011 28.33906 116.7921 57.51531 35.34294 77.84819 21.13296 72.14087 46.35539 26.52861
3/1/2011 27.56762 118.1165 59.39189 34.89635 84.21643 20.30614 77.53441 45.28933 26.10718
4/1/2011 28.34083 123.5562 64.09152 34.54056 87.28709 20.73002 78.31637 47.71555 27.55718
5/1/2011 24.81162 122.361 62.68564 32.90891 80.35209 20.00222 69.1433 49.66803 28.62697
6/1/2011 23.19742 124.8145 59.70554 31.15843 80.85333 20.9303 66.22752 47.12532 26.79145
7/1/2011 23.37438 132.3084 56.91129 30.7855 75.02818 22.05731 63.38481 45.58338 26.88503
8/1/2011 21.91252 125.0764 53.99584 28.76163 69.40381 21.41331 65.24976 47.59359 27.51308
9/1/2011 19.1974 127.7841 49.19907 23.06443 56.31625 20.1632 52.13038 47.21989 27.93401
10/1/2011 22.39309 134.916 53.49212 26.61752 72.04269 21.57276 61.64139 47.82528 27.96305
11/1/2011 23.30615 137.3786 55.85002 23.92409 75.06427 20.72216 64.36204 48.6522 29.22796
12/1/2011 22.26083 134.9081 60.01922 25.68537 69.48125 21.18835 62.81897 50.26465 29.56449
1/1/2012 22.28418 141.3058 60.69836 28.81397 83.68424 24.10216 70.33342 47.49939 29.14017
2/1/2012 24.28454 144.3359 61.3284 30.5308 87.97929 25.90595 67.7046 51.35724 28.23963
3/1/2012 24.78279 153.6773 61.21199 35.77488 82.05546 26.50371 66.0473 51.04585 29.07998
4/1/2012 24.13309 152.521 63.21205 33.44072 79.16672 26.30653 67.61673 48.33444 28.66717
5/1/2012 24.95501 142.077 57.29417 25.9613 67.78175 23.9815 60.64652 47.70931 28.43604
6/1/2012 23.23065 144.6544 61.51334 27.98181 65.6853 25.2966 66.39346 46.91275 28.62917
7/1/2012 20.53143 144.9502 61.19046 28.19326 65.1438 24.37041 63.45247 49.43264 28.74803
8/1/2012 21.05081 144.1144 59.11243 29.32856 66.43197 25.4868 62.04005 51.90873 29.46509
9/1/2012 21.53453 154.0887 57.96774 31.96608 66.98472 24.77325 68.11934 53.58521 29.85465
10/1/2012 21.26515 144.4921 58.66736 32.91368 66.02714 23.75769 70.97238 53.49249 30.02697
11/1/2012 21.15424 141.1793 61.86555 32.67948 66.76263 22.15942 69.81775 54.39132 30.96213
12/1/2012 21.85231 142.9012 63.15088 34.97849 70.18537 22.41704 71.78641 52.88022 30.53157
1/1/2013 22.76183 151.4955 61.90229 37.42865 77.50607 23.0381 78.55035 58.54292 31.67971
2/1/2013 25.41857 149.8244 64.44141 39.18359 72.76384 23.33185 73.34765 59.81847 35.21467
3/1/2013 27.07432 159.7971 72.4035 38.01418 68.51003 24.21046 71.80268 60.50946 37.54454
4/1/2013 27.24288 151.7361 77.09266 39.25569 66.69824 28.01001 75.01558 60.28175 38.38969
5/1/2013 25.8703 155.8415 83.51071 43.99851 68.02252 29.53321 73.1759 60.71674 36.09098
6/1/2013 27.3718 143.8442 86.83938 42.54776 65.39837 29.43353 68.25327 60.89868 37.20253
7/1/2013 29.43821 146.8022 89.09428 44.91733 65.73132 27.1327 70.21647 63.51685 39.86258
8/1/2013 28.42115 137.1906 88.09398 41.02321 65.89418 28.46207 70.6983 62.07206 38.10345
9/1/2013 29.89213 140.0776 100.0592 41.96497 66.58072 28.55965 68.79642 60.23914 37.02184
10/1/2013 33.18643 135.5616 111.1296 41.84319 66.5488 30.38753 69.59615 64.35123 38.95328
11/1/2013 32.65902 135.9172 114.323 46.7968 68.01173 32.72175 71.63708 67.64131 39.27197
12/1/2013 35.37835 142.6474 116.6541 47.82727 73.00411 32.34732 77.66639 65.38444 38.86704
1/1/2014 32.18287 134.3656 107.0561 45.27561 75.49625 32.71914 73.51121 61.53737 37.39521
2/1/2014 33.09586 140.8222 110.1842 46.77358 78.46573 33.12554 73.48555 63.65369 39.25975
3/1/2014 35.57957 147.1916 107.8576 49.97579 80.40775 35.70865 77.65026 65.22361 40.66441
4/1/2014 35.85837 150.2351 110.8916 46.08211 85.28708 35.19465 80.28598 66.80161 41.60608
5/1/2014 36.85057 140.9749 116.2463 46.03291 83.20906 35.66508 78.41946 65.8997 43.44847
6/1/2014 36.36535 139.4191 109.9668 47.73109 88.45081 36.58343 77.88619 64.10518 41.55803
7/1/2014 38.25329 147.4179 104.1326 47.77251 82.00442 37.86429 73.69428 63.06923 39.6676
8/1/2014 41.1058 147.9025 109.5951 49.59129 89.33776 39.85576 72.81107 68.33365 42.54902
9/1/2014 42.33213 146.8662 110.7631 50.25029 81.11414 40.92567 70.99276 68.85163 40.21353
10/1/2014 38.93562 127.1917 108.6154 50.45047 83.06358 41.44651 74.60507 71.75402 41.41713
11/1/2014 43.64102 125.4664 116.8326 50.52165 83.02781 42.20572 75.54701 74.92247 42.39322
12/1/2014 43.27749 124.9776 113.6834 52.55394 75.54211 41.26374 77.16051 75.46928 42.85935
1/1/2015 38.80826 119.4235 127.1439 45.66768 66.00134 35.88925 74.79716 69.8354 42.17624
2/1/2015 39.84858 126.146 131.9369 51.79327 68.98056 38.95405 79.54712 71.03299 43.56529
3/1/2015 39.68592 125.9013 132.0752 51.20163 66.59247 36.37728 76.99216 68.37124 45.84114
4/1/2015 40.92506 134.3653 126.1438 53.46674 72.29229 43.51674 80.02243 66.34364 44.82066
Adj close Adj close Adj close
WMT EBAY HSY
39.01746 8.751054 36.33231
37.31142 8.015326 37.46668
39.73313 8.546685 36.73969
38.91813 9.494955 36.32541
41.78411 9.973173 37.45195
42.29155 12.20488 38.94719
42.22911 11.91059 36.83023
42.10419 11.37514 37.36267
44.01703 12.40925 36.99817
40.80623 13.69677 41.45949
40.86118 12.68719 43.35902
43.46386 14.05646 46.03954
43.6536 12.74032 44.45996
42.28723 13.18993 45.6339
41.94505 13.38613 45.30478
42.32701 12.6177 47.07877
41.59925 12.05365 47.84582
45.46261 13.01009 46.22241
47.20995 12.09452 46.58587
47.89924 12.39698 50.20511
49.489 12.91608 49.63625
47.6501 14.60825 49.32744
49.35995 15.08238 50.1535
47.831 16.76638 54.79839
53.44146 16.01839 54.67572
56.99213 17.17103 59.23506
60.84229 18.10704 58.99658
59.34638 19.40274 59.06238
60.65356 19.7706 58.60488
61.65624 19.72563 56.9184
59.19063 21.58947 60.5724
56.07578 20.84557 60.05177
57.80841 22.87699 66.06361
58.49434 22.36199 69.2982
61.84137 22.16171 73.16228
64.6441 21.41372 74.52472
62.24865 22.11266 74.48296
62.32915 21.13986 74.98109
65.21594 21.1276 79.67579
61.06568 20.43275 77.22346
62.26148 22.80751 78.08295
64.61018 21.54451 83.77246
68.19636 20.64938 81.78874
66.24332 22.42739 82.49704
63.23355 21.74479 84.33823
63.2505 24.02146 89.78544
64.71532 22.57862 88.98129
67.92802 21.18482 82.02641
65.42259 20.73521 82.96394
64.36994 20.46136 83.40463
63.09231 21.59356 75.50703
64.73866 22.68489 78.308
66.00237 23.14676 82.22121
65.82974 21.45868 82.63477
75.55705 22.43147 86.39989
74.12427 22.93831 90.05029
73.75723 21.66304 88.55999
72.8459 23.66995 89.9203
71.38777 23.57594 87.87199
68.14932 23.813 80.04352
 Monthly Return Monthly Return Monthly Return Monthly Return Monthly Return
Date ADM IBM BA JPM CAT
5/1/2010 - - - - -
6/1/2010 2.7437265963125 -0.915782939154 -1.6606898144894 -7.503787381177 -1.135607343777
7/1/2010 5.9643953494316 3.9844482970223 8.5896493919845 10.024578488254 16.114536327697
8/1/2010 12.609627805735 -4.104343808594 -10.287648641973 -9.608432037285 -5.958517704286
9/1/2010 4.1226724490465 9.4815560858962 9.51140118762042 4.67546309526 20.748937233027
10/1/2010 4.3859537521301 7.0523454725485 6.16170154316833 -1.129809219586 -0.101705423514
11/1/2010 -12.99522550492 -1.490209020401 -9.7253486023143 -0.482969601083 8.226444735611
12/1/2010 4.278072798949 4.2076501054306 2.95619532672249 13.422466729247 10.709272730034
1/1/2011 8.6103390469594 10.384309424053 6.46643624553542 5.9405904168221 3.5767571778621
2/1/2011 13.804738819118 -0.074062258722 3.64136691272989 4.0133817060277 6.6013704284237
3/1/2011 -2.722189605288 1.1339231504726 3.26275936465956 -1.263601690646 8.1803327733117
4/1/2011 2.8047725122725 4.6053605584177 7.91290514727001 -1.019559439846 3.6461566508322
5/1/2011 -12.45272368189 -0.967257381081 -2.1935399717108 -4.723875624708 -7.945051991306
6/1/2011 -6.505850100979 2.0050555958798 -4.7540424009696 -5.319165131748 0.6238095440182
7/1/2011 0.7628780722818 6.0040787103398 -4.6800598403431 -1.196867261523 -7.20459847957
8/1/2011 -6.25411561648 -5.466019087781 -5.1227854018759 -6.574094733751 -7.496338542154
9/1/2011 -12.39073200288 2.1647903415966 -8.8835877399597 -19.80832938102 -18.85712497422
10/1/2011 16.646482510836 5.5812763799551 8.72586545023184 15.405056113668 27.925242034066
11/1/2011 4.0774045818503 1.8252501068609 4.40793717668953 -10.11902572602 4.194146321069
12/1/2011 -4.485185240806 -1.798307925516 7.46500027985666 7.361952214774 -7.437657090384
1/1/2012 0.1048927834034 4.7422468996968 1.13153416083933 12.180494662156 20.441479698832
2/1/2012 8.9766029491061 2.1443717256247 1.03799015327597 5.9583242491994 5.132450145154
3/1/2012 2.0517211404228 6.4720076694437 -0.1898239548158 17.176331157214 -6.733216113328
4/1/2012 -2.621569347986 -0.752417458186 3.26743845123014 -6.52457886926 -3.520472702742
5/1/2012 3.4057676242136 -6.84760075737 -9.3619442912871 -22.36620770919 -14.38099783295
6/1/2012 -6.90985953601 1.8140705902875 7.3640471717072 7.7827855743411 -3.092942976955
7/1/2012 -11.61923909841 0.2045136927869 -0.5248942408333 0.7556838357264 -0.824391416753
8/1/2012 2.5297072629194 -0.576601437303 -3.3960079139129 4.026855778519 1.9774253570935
9/1/2012 2.2978638543729 6.921068401577 -1.93647255008 8.9930076358324 0.8320527124523
10/1/2012 -1.250925780552 -6.227984269111 1.20691277656442 2.9643824999021 -1.429549946004
11/1/2012 -0.521566976955 -2.29271344416 5.45140649344087 -0.711567326669 1.1139298510864
12/1/2012 3.2998966920955 1.2197038041193 2.07761505268094 7.0350297516992 5.1267255273362
1/1/2013 4.1621282440398 6.0141316473485 -1.9771522103438 7.0047651286481 10.430512649139
2/1/2013 11.671905774523 -1.103107251083 4.10181271161374 4.6887718365477 -6.118521176375
3/1/2013 6.5139473249593 6.6563029311469 12.355549784249 -2.984440375735 -5.846056227929
4/1/2013 0.6225752390143 -5.044523987945 6.47643174578199 3.2659099894374 -2.644551655032
5/1/2013 -5.038278631081 2.7056327361485 8.32511562482234 12.081865733 1.9854796172889
6/1/2013 5.8039403015906 -7.69840584927 3.98591500453258 -3.297284235431 -3.857770813026
7/1/2013 7.5494191997085 2.0563968008642 2.59663075891676 5.5692055769052 0.5091166723133
8/1/2013 -3.454907402158 -6.547355537124 -1.1227399165352 -8.669525043876 0.2477616341299
9/1/2013 5.1756526389678 2.1043786487157 13.5823675304756 2.2956785267579 1.0418810887396
10/1/2013 11.020633190074 -3.223889311163 11.0638432175775 -0.290206331614 -0.047943309233
11/1/2013 -1.589230803721 0.26226447705 2.87354524724699 11.838520418558 2.198290643807
 12/1/2013 8.3264156432359 4.9517441359134 2.03906155947664 2.2020138599651 7.3404656908174
1/1/2014 -9.032292603592 -5.805835408321 -8.2277108839527 -5.335163279544 3.4137008611241
2/1/2014 2.8368815922681 4.8053089201321 2.9219156301147 3.3085607596921 3.9332746231356
3/1/2014 7.5045754208011 4.5230073219616 -2.1115472362483 6.8462005013557 2.4749964408029
4/1/2014 0.7836098736109 2.0676630163121 2.81297193286316 -7.791140158419 6.0682282714703
5/1/2014 2.7669939951541 -6.163812812218 4.82871747590712 -0.106755098964 -2.436498030376
6/1/2014 -1.316717724672 -1.103591850501 -5.4019146108791 3.6890583048698 6.2994882252066
7/1/2014 5.191576168668 5.737286278067 -5.3053714168297 0.0867631485673 -7.288106566265
8/1/2014 7.4568988684058 0.328686594436 5.2456870044576 3.8071751185258 8.9426207371244
9/1/2014 2.9833675284291 -0.700623811713 1.06578958353836 1.3288543209906 -9.205094137069
10/1/2014 -8.023498177531 -13.39620791411 -1.9390692957796 0.398381812195 2.4033295503511
11/1/2014 12.085094531444 -1.356458431489 7.56546283820398 0.1410769698616 -0.043059788324
12/1/2014 -0.833016696997 -0.389647650056 -2.6954544261308 4.0226082886291 -9.015888881278
1/1/2015 -10.3269101705 -4.444022804287 11.8402961190947 -13.10322598863 -12.62973789693
2/1/2015 2.6806691503649 5.6291029029515 3.76970721664001 13.413406747771 4.5138733010327
3/1/2015 -0.408190214261 -0.193979204857 0.10488501928032 -1.142297147278 -3.461978273299
4/1/2015 3.1223743049834 6.7227479519493 -4.4909514872663 4.4239018704736 8.5592592843984

Monthly 1.5421008588819 0.8106427078557 1.73229002444866 1.3060541360744 1.1325418516221

Annually 18.505210306583 9.7277124942687 20.7874802933839 15.672649632893 13.590502219465
Monthly Return Monthly Return Monthly Return Monthly Return Monthly Return Monthly Return
MSFT DE PG GIS WMT EBAY
- - - - - -
-10.41157325803 -3.467411155217 -1.816997850714 -0.266752365069 -4.372494198494 -8.407307279786
12.168652722559 20.360178543678 1.967305977656 -3.71621883215 6.4905356054527 6.6292874425819
-9.066242412586 -5.113992435724 -1.672713058374 6.5497214025222 -2.051200042604 11.095179008001
4.9025998911748 10.28926147796 0.5028312895736 1.0508639588319 7.3641317509515 5.0365483564693
8.9015734209906 10.520053586799 6.0029830134468 2.7914275118497 1.2144473974279 22.377070968287
-5.286823479819 -2.734400262848 -3.194124845045 -5.224196494419 -0.147655963355 -2.411241014555
11.169792181373 11.178048057756 5.3381218642773 0.7359605066274 -0.295805450018 -4.495537919706
-0.644945532981 9.9126104167025 -1.86538920266 -2.275926485216 4.5431059345138 9.0909010990016
-4.147122877035 -0.825042125822 0.6136610903881 7.6083139620797 -7.294442793947 10.375505490019
-3.912448220095 7.4764000971488 -2.299766982879 -1.588582923223 0.1346534519531 -7.370935975553
2.0874177914947 1.0085315798306 5.3571629659492 5.5540155366437 6.3695690229594 10.792517616985
-3.510817527146 -11.71283249499 4.0919093270833 3.8820663072201 0.4365350891522 -9.363178696193
4.6398845088311 -4.217008551067 -5.119402168308 -6.411852627914 -3.130014836121 3.5290311298206
5.3845950239992 -4.292348299175 -3.271994757807 0.3492756214865 -0.809194624259 1.4874524770177
-2.919707268074 2.9422744327 4.4099492222846 2.3360737064593 0.9106248425768 -5.74046505457
-5.837991846658 -20.10640253207 -0.785179330677 1.5299305468501 -1.719365605038 -4.470354427454
6.9907561290625 18.244655904408 1.2820529382416 0.1039628753623 9.2870758658612 7.9349103167622
-3.942907995352 4.4136673616975 1.7290522636828 4.5235085398943 3.8434687145622 -7.037390665646
2.2497167766841 -2.397475356514 3.3142448504743 1.1513939972962 1.4600652159187 2.5008266139684
13.751936559112 11.962064200539 -5.501412801983 -1.43525555708 3.3189585755866 4.1872765182241
7.4839258202677 -3.73765842753 8.1218923545664 -3.090349694314 -3.715777393594 13.101273761079
2.3074119147373 -2.447842647967 -0.606321582538 2.9757576161049 3.5883536606442 3.2456520633442
-0.743963825741 2.3762290340581 -5.311715380556 -1.419550738954 -3.097551697326 11.16530384056
-8.838208612082 -10.30840592262 -1.293342934494 -0.806263750485 11.729760788406 -4.461231877272
5.4837803333769 9.476112917471 -1.669600930049 0.6791945023844 6.6440377951479 7.1957227164701
-3.661330415312 -4.429627823561 5.3714395340286 0.41515345204 6.7555971846922 5.4510824336106
4.5809579282741 -2.225947915379 5.0090244016909 2.4942928259288 -2.45868116772 7.1557704333404
-2.799680289442 9.7989679377133 3.2296530913209 1.3221273936124 2.2026383245817 1.8959234355363
-4.099441276467 4.1883010638139 -0.173017906715 0.5771964397913 1.6531280001845 -0.227418536093
-6.727358877372 -1.626876494014 1.6802918495498 3.1143797573475 -3.998962505694 9.4488217717109
1.1625482684027 2.8197099279153 -2.778202324661 -1.390595633478 -5.262408754142 -3.445669866714
2.7704953705302 9.4223228082721 10.708542411187 3.7605075664304 3.0898099516371 9.7450959848931
1.2750399870198 -6.623401086136 2.1788303942391 11.158422147272 1.1865556456885 -2.251200583923
3.7657414676919 -2.106363354605 1.1551381267265 6.6161975458635 5.7219601560445 -0.89563154185
15.693805607931 4.4746212192272 -0.376327932855 2.251051684213 4.5321411561316 -3.375128402801
5.4380673820634 -2.452391922483 0.721606504231 -5.987832096677 -3.705598580189 3.2639682999483
-0.33752512299 -6.727129831251 0.2996455195233 3.0798639781905 0.1293104286128 -4.399254436012
-7.817021045422 2.876351775992 4.2992263313171 7.1501938174635 4.6315217501693 -0.057994696655
4.899493607382 0.6862022640301 -2.274662550174 -4.412990497881 -6.363864905103 -3.288839567421
0.3428422819748 -2.69013414411 -2.952890750066 -2.838609027828 1.9582144674682 11.622306756442
6.4002331681481 1.1624573413467 6.8262898060158 5.2170147229029 3.7723132753129 -5.537632607648
7.6814861990597 2.9325345113219 5.1126882819372 0.8181468065409 5.5504909938645 -4.15481213963
-1.144257434926 8.4164684720455 -3.336531970285 -1.031111933185 -2.863849415536 8.6104627461418
1.1494335667458 -5.350037581894 -5.88376243289 -3.78682088819 -4.543501346709 -3.043573738089
1.2421080202762 -0.034903521107 3.4390759579549 4.9860396558811 0.0268101343858 10.469941973689
7.797919200839 5.667387670093 2.4663456274098 3.5778526353326 2.3159024946268 -6.00645056599
-1.439404939616 3.3943466075407 2.4193616391365 2.3157180754097 4.9643466205933 -6.173082935402
1.3366348575734 -2.324844262971 -1.350130734134 4.4281702200296 -3.688352922182 -2.122330589105
2.5749278488871 -0.680023845103 -2.723103608854 -4.350979748031 -1.609000756191 -1.320705088523
3.5012056142253 -5.382096966233 -1.61600983908 -4.548911157561 -1.984830124594 5.533366035622
5.2595046815617 -1.198477086585 8.3470430027269 7.2639342012038 2.6094258590128 5.0539227824514
2.6844424653078 -2.497293474594 0.7580189373467 -5.48895094489 1.9520300506707 2.0360517586931
1.2726658798255 5.0882822417385 4.2154266469011 2.9930350801352 -0.261563322882 -7.292959909164
1.8317704596338 1.2625589316501 4.4157093300737 2.3567203456599 14.776468415071 4.5333456484759
-2.231865781033 2.1357590549089 0.7298291153508 1.099546132602 -1.896285118085 2.2594682034479
-13.02473183238 -3.062901077102 -7.465121303138 -1.59383884292 -0.495161719506 -5.559525867321
8.5395928563794 6.3504579458815 1.7148708943514 3.2934227925423 -1.235583227478 9.2641689690516
-6.614899175562 -3.211885021254 -3.747203940028 5.2240034697351 -2.001662385918 -0.39717033563
19.626147388657 3.9358203719374 -2.965568606999 -2.226124975914 -4.536419766679 1.0055465456619

1.5116752226429 1.1997878328179 0.7759106582149 1.0753007139383 1.0444874575677 1.9285877776035

18.140102671715 14.397453993815 9.3109278985786 12.90360856726 12.533849490813 23.143053331241
Monthly Return Monthly Return
HSY Portfolio
- -
3.122224061418 -2.841037744015
-1.940361305546 7.2197490007184
-1.127630543892 -1.561349372422
3.1012482861512 6.7322929218302
3.9924307270976 6.0140393958871
-5.435457742534 -3.408433982973
1.4456493634265 5.0541571911765
-0.97557810849 4.3969342026752
12.058238563994 3.8646589097712
4.5816480337 0.4676826227969
6.1821484895184 4.6084165360273
-3.430924883935 -3.990807627459
2.6404411502242 -1.834926157361
-0.721211706316 -0.682332921989
3.9156884530879 -2.088242920632
1.6292863027675 -7.294588387397
-3.393000613366 9.5611946587574
0.7863133581173 0.7251186697835
7.7689659728332 1.4294616923822
-1.133070033416 5.3125954721591
-0.622142133795 3.3992419590868
1.6746420116123 2.4595560779062
9.2613484013159 0.1732083088678
-0.223849658638 -5.312710411147
8.338871440559 3.5921849665609
-0.402592667336 -0.209050460777
0.1115318850167 1.6023606198723
-0.774613187799 2.6652113966399
-2.877714426395 -0.474677613423
6.4197293964503 0.9457927912267
-0.859516833103 0.7504029676792
10.011083269765 6.2618535684622
4.896185957515 2.0884411964085
5.5760089478799 3.0440295653703
1.8622192417549 2.3115186587382
-0.056028389721 1.4401338564458
0.6687744059165 -1.029160054134
6.2611815696937 2.9686857092722
-3.077888566626 -2.78160970678
1.1129999010534 2.5628906598826
7.286490467561 3.6374669691067
-2.367984629221 2.5963283339012
0.8660091629726 2.8647408763864
2.2318206810814 -3.684478587853
6.4587711389613 3.699482073782
-0.895639659344 2.8467124876367
-7.816106499249 0.1338759586876
1.1429611093685 -0.30743723266
0.5311729217113 -0.450949161007
-9.46901685608 -1.295345473458
3.7095514302265 4.735497766129
4.9972097997294 -0.007183160297
0.5029748162074 -1.169933549343
4.556340124446 4.3437524478922
4.2250124702131 -0.215827940702
-1.654967408046 -5.126654065972
1.5360356296337 4.9558104315935
-2.277916034157 -1.510691103602
-8.908954541307 2.022314861658

1.4410346188927 1.2917011550467
17.292415426712 15.500413860561
Date ADM IBM BA JPM CAT MSFT DE PG GIS
5/1/2010 - - - - - - - - -
6/1/2010 1.443904 2.980546 11.51231 77.61331 5.144501 142.1639 21.78275 6.723175 1.801106
7/1/2010 19.55669 10.07304 47.02338 76.01267 224.4602 113.5712 367.1206 1.419423 22.95866
8/1/2010 122.4902 24.15709 144.4789 119.126 50.28313 111.8923 39.86382 5.995758 29.96928
9/1/2010 6.65935 75.18474 60.51457 11.35292 384.803 11.49837 82.61853 0.074572 0.000597
10/1/2010 8.087499 38.95885 19.61969 5.93343 1.523366 54.6106 86.86735 27.32229 2.945091
11/1/2010 211.3339 5.293919 131.2775 3.200606 50.32346 46.21958 15.47784 15.76118 39.68367
12/1/2010 7.485542 11.53966 1.497944 146.8075 91.71377 93.27922 99.56568 20.81377 0.115152
1/1/2011 49.95999 91.65509 22.41214 21.47893 5.974189 4.651013 75.91328 6.976465 11.23072
2/1/2011 150.3723 0.782703 3.644575 7.329623 29.90809 32.022 4.099936 0.026325 42.68026
3/1/2011 18.18417 0.10451 2.342336 6.603131 49.67136 29.42112 39.39586 9.459793 7.096276
4/1/2011 1.59434 14.39988 38.2 5.408479 6.318259 0.33148 0.036579 20.98787 20.05889
5/1/2011 195.8551 3.160929 15.41214 36.36005 82.40271 25.22543 166.7358 10.99585 7.877933
6/1/2011 64.76951 1.426622 42.07251 43.89353 0.258809 9.785693 29.34168 34.75471 56.05747
7/1/2011 0.607188 26.97178 41.11823 6.264616 69.50791 14.99951 30.16356 16.38554 0.527112
8/1/2011 60.78099 39.39648 46.99206 62.09675 74.45758 19.63715 3.03626 13.20624 1.589549
9/1/2011 194.1238 1.833716 112.6969 445.8172 399.5868 54.01761 453.9537 2.437002 0.206688
10/1/2011 228.1423 22.75895 48.9101 198.7819 717.8488 30.02033 290.5275 0.25618 0.943497
11/1/2011 6.427765 1.029428 7.159088 130.5324 9.373422 29.75248 10.32902 0.908479 11.89014
12/1/2011 36.32818 6.806623 32.86397 36.6739 73.44831 0.544705 12.9403 6.44314 0.00579
1/1/2012 2.065567 15.45751 0.360908 118.2535 372.8351 149.824 115.8266 39.40479 6.302893
2/1/2012 55.27182 1.778833 0.482052 21.64362 15.99927 35.66778 24.37838 53.96345 17.35264
3/1/2012 0.259713 32.05105 3.694522 251.8657 61.87015 0.633197 13.30521 1.910566 3.611736
4/1/2012 17.33615 2.443157 2.356681 61.31881 21.65054 5.087908 1.384014 37.05919 6.224284
5/1/2012 3.473254 58.64869 123.082 560.376 240.6699 107.1201 132.4385 4.28181 3.540285
6/1/2012 71.43563 1.006868 31.71669 41.94805 17.85472 15.77762 68.49756 5.980527 0.1569
7/1/2012 173.2209 0.367392 5.094881 0.302907 3.829588 26.75999 31.69032 21.11889 0.435794
8/1/2012 0.975366 1.924446 26.29944 7.402762 0.713828 9.420496 11.73567 17.91925 2.013539
9/1/2012 0.571178 37.3373 13.45982 59.08925 0.090294 18.58779 73.9459 6.020852 0.060923
10/1/2012 7.800998 49.54227 0.276021 2.750053 6.564314 31.48463 8.931211 0.900465 0.248108
11/1/2012 4.258725 9.630819 13.83183 4.070796 0.000346 67.88168 7.990031 0.817905 4.157843
12/1/2012 3.089846 0.167331 0.119249 32.82116 15.9535 0.12189 2.624148 12.63172 6.080645
1/1/2013 6.864543 27.0763 13.75996 32.47531 86.45226 1.584628 67.61008 98.65717 7.210336
2/1/2013 102.6129 3.662439 5.614638 11.44278 52.57792 0.055996 61.20228 1.968184 101.6693
3/1/2013 24.71926 34.17174 112.8536 18.40834 48.70083 5.080815 10.93064 0.143813 30.70154
4/1/2013 0.845527 34.28298 22.50688 3.841035 14.26644 201.1328 10.72453 1.327654 1.38239
5/1/2013 43.30139 3.590987 43.46535 116.1181 0.727503 15.41656 13.33842 0.002949 49.88785
6/1/2013 18.16328 72.40391 5.078826 21.19072 24.90322 3.419542 62.83602 0.226828 4.018274
7/1/2013 36.08787 1.551903 0.747085 18.17446 0.388659 87.02457 2.810867 12.41375 36.90433
8/1/2013 24.97009 54.14014 8.151196 99.51218 0.782836 11.47731 0.26377 9.305997 30.12134
9/1/2013 13.2027 1.673753 140.4243 0.979356 0.008219 1.36617 15.13149 13.90396 15.31869
10/1/2013 89.84258 16.27745 87.07788 2.548047 1.393545 23.898 0.001394 36.60709 17.15379
11/1/2013 9.805238 0.300719 1.302463 110.9328 1.13582 38.06657 3.002411 18.80764 0.066128
12/1/2013 46.02693 17.14872 0.094109 0.802744 38.53832 7.053978 52.08048 16.91218 4.436974
 1/1/2014 111.8178 43.77778 99.20162 44.10577 5.203686 0.131219 42.90021 44.35125 23.64023
2/1/2014 1.676457 15.95736 1.415209 4.010033 7.844104 0.072666 1.524463 7.092449 15.29388
3/1/2014 35.5511 13.78165 14.77508 30.69322 1.802184 39.51686 19.95945 2.85757 6.262766
4/1/2014 0.575309 1.5801 1.167873 82.75894 24.361 8.708874 4.816088 2.700931 1.538635
5/1/2014 1.500363 48.64303 9.587863 1.99603 12.73805 0.030639 12.42303 4.520052 11.24173
6/1/2014 8.172844 3.664294 50.89688 5.678709 26.69733 1.130506 3.533692 12.2431 29.44452
7/1/2014 13.31867 24.27182 49.52868 1.486671 70.90732 3.958231 43.32121 5.721284 31.63176
8/1/2014 34.98484 0.232282 12.34396 6.255606 60.99733 14.04623 5.751675 57.32204 38.29918
9/1/2014 2.07725 2.283926 0.444223 0.00052 106.8667 1.375383 13.66841 0.00032 43.0894
10/1/2014 91.50068 201.8346 13.47888 0.823869 1.614901 0.057125 15.12039 11.83027 3.677705
11/1/2014 111.1547 4.696327 34.02591 1.357172 1.382039 0.102461 0.00394 13.24813 1.642036
12/1/2014 5.641183 1.440697 19.60492 7.379666 102.9906 14.0141 0.876042 0.002124 0.000588
1/1/2015 140.8734 27.61151 102.1718 207.6274 189.4003 211.3071 18.17052 67.91461 7.124306
2/1/2015 1.296338 23.21756 4.151069 146.588 11.4334 49.39163 26.5294 0.881646 4.920066
3/1/2015 3.803635 1.009265 2.648447 5.994424 21.10962 66.04121 19.46286 20.45857 17.21173
4/1/2015 2.497264 34.95299 38.72873 9.720974 55.15613 328.1341 7.485874 13.99867 10.89941

Monthly 6.831527 4.741792 5.792043 7.874043 8.361879 6.4669 7.019673 3.891586 3.834086
Annually 23.6651 16.42605 20.06422 27.27649 28.9664 22.402 24.31686 13.48085 13.28166
WMT EBAY HSY Portfolio
- - - - Standard Deviation Return
29.34369 106.8307 2.826398 17.07953 ADM 23.6651033298953 18.505210307
29.65944 22.09658 11.43384 35.14175 IBM 16.4260503819595 9.7277124943
9.583281 84.02639 6.598041 8.139897 BA 20.0642241299239 20.787480293
39.9379 9.659419 2.756309 29.60004 JPM 27.2764859907827 15.672649633
0.028886 418.1405 6.509622 22.30048 CAT 28.9663995375117 13.590502219
1.421206 18.83411 47.28615 22.09127 MSFT 22.4019982183582 18.140102672
1.796385 41.26939 2.13E-05 14.15608 DE 24.3168619335246 14.397453994
12.24033 51.29873 5.840017 9.642472 PG 13.4808477651206 9.3109278986
69.53776 71.35042 112.725 6.620112 GIS 13.2816626935703 12.903608567
0.827798 86.48114 9.863453 0.679007 WMT 15.4094219808208 12.533849491
28.35649 78.56925 22.47816 11.0006 EBAY 23.4323912393244 23.143053331
0.369606 127.504 23.73599 27.9049 HSY 15.1630158511896 17.292415427
17.42647 2.561419 1.438576 9.775798 Portfolio 11.6693010751077 15.500413861
3.436137 0.1946 4.675309 3.896811
0.017919 58.81437 6.123912 11.42402
7.638884 40.94646 0.035439 73.72437 Standard Deviation (X-axis) vs Return
67.94026 36.07591 23.3679 68.38452 25
7.834296 80.38877 0.42866 0.321016
0.172705 0.327457 40.04272 0.018978 20
5.173219 5.101675 6.626015 16.16759
22.66012 124.8289 4.256698 4.441728 15
6.471255 1.734658 0.054572 1.363885
17.15649 85.31692 61.15731 1.251026 10
114.1751 40.8298 2.77184 43.61825
31.35496 27.74271 47.58015 5.292226 5
32.61677 12.40797 3.398962 2.252255
12.27219 27.32344 1.767578 0.096509 0
1.341313 0.001067 4.909095 1.88653 10 12 14 16 18 20 22 24

0.370443 4.648363 18.65159 3.120094

25.43639 56.55392 24.7874 0.119653
39.77694 28.88265 5.292537 0.293004
4.183344 61.0978 73.44573 24.70242
0.020183 17.47063 11.93807 0.634795
21.87875 7.976215 17.09801 3.070655
12.16373 28.12941 0.177396 1.040028
22.56332 1.783241 2.241198 0.022032
0.837549 40.04159 0.596386 5.386397
12.86682 3.94651 23.23382 2.812277
54.88368 27.22155 20.42067 16.59186
0.834897 93.96819 0.107607 1.615923
7.441034 55.74445 34.16935 5.502617
20.30407 37.00775 14.50863 1.702052
15.2751 44.64745 0.330654 2.474454
31.22562 24.72239 0.625343 24.76236
1.035667 72.95473 25.17768 5.797409
1.616496 62.96483 5.460047 2.41806
15.3653 65.63707 85.69466 1.340559
22.39978 16.40994 0.088848 2.557244
7.041 10.5579 0.827848 3.03683
9.176765 12.99443 119.0292 6.69281
2.449032 9.767719 5.146169 11.85974
0.823634 0.011549 12.64638 1.6871
1.705769 85.03694 0.879956 6.059645
188.5673 6.784764 9.705128 9.315017
8.648143 0.109482 7.750533 2.272644
2.37052 56.07185 9.585229 41.19528
5.198722 53.81075 0.009025 13.4257
9.279029 5.409151 13.83059 7.853402
31.14653 0.852005 107.1223 0.533796

4.448317 6.764349 4.377186 3.368637

15.40942 23.43239 15.16302 11.6693
(X-axis) vs Return (Y-axis)

20 22 24 26 28 30