Economic Advisory March 18, 2018 Miles McQueen

Portfolio Performance Security Information Daily Performance Long Term Metrics Ticker Name Industry Current Price Daily Change Daily Gain 90 Day Performance Pitch Date Cost Basis Purchase Price Gain/Loss Total Return Annualized Return Quantity Market Value Contribution MMM 3M Co Industrials $231.86 -2.28% ($932.24) 4/30/13 $18,068.95 $105.05 $21,810.97 120.71% 17.58% 172 $39,879.92 6.03% GOOGL Alphabet Inc Technology $1,099.81 -3.05% ($588.37) 5/6/10 $4,724.34 $277.90 $13,972.43 295.75% 19.09% 17 $18,696.77 2.83% GOOG $1,099.77 -3.17% ($611.32) $4,696.36 $276.26 $13,999.73 298.10% 19.18% $18,696.09 CCJ Cameco Corp (USA) Materials & Utilities $9.06 -3.46% ($874.50) 2/19/18 $24,225.95 $9.14 ($216.95) -0.90% -11.06% 2,650 $24,009.00 3.63% CVX Chevron Corporation Energy $113.94 ($184.08) 10/16/12 $20,015.44 $113.08 $151.94 0.76% 0.14% 177 $20,167.38 3.05% STZ Constellation Brands, Inc. Staples & Retail $226.68 -0.81% ($279.00) 4/18/17 $25,846.95 $172.31 $8,155.05 31.55% 34.82% 150 $34,002.00 5.14% DPZ Domino's Pizza, Inc. $227.92 -0.82% ($170.10) 3/21/16 $12,435.30 $138.17 $8,077.50 64.96% 28.52% 90 $20,512.80 3.10% ENB Enbridge Inc (USA) $30.70 -2.63% ($498.00) 5/9/17 $24,583.65 $40.97 ($6,163.65) -25.07% -28.50% 600 $18,420.00 2.79% FSLR First Solar, Inc. $71.29 2.03% $573.68 11/7/17 $24,891.35 $61.61 $3,909.81 15.71% 49.69% 404 $28,801.16 4.36% IR Ingersoll-Rand PLC $88.68 -0.89% ($252.00) 3/21/17 $24,988.39 $79.33 $2,945.81 11.79% 11.86% 315 $27,934.20 4.22% NVDA NVIDIA Corporation $241.07 -3.76% ($1,100.97) 11/8/17 $24,797.25 $211.94 $3,407.94 13.74% 43.16% 117 $28,205.19 4.27% IQV Iqvia Holdings Inc Health Care $104.89 -0.75% ($304.15) $29,958.91 $77.82 $10,423.74 34.79% 35.02% 385 $40,382.65 6.11% COL Rockwell Collins, Inc. $136.43 0.39% $124.80 $25,166.55 $104.86 $7,576.65 30.11% 35.79% 240 $32,743.20 4.95% CRM salesforce.com, inc. $125.09 -0.68% ($306.16) 10/21/14 $22,810.75 $64.08 $21,721.29 95.22% 21.67% 356 $44,532.04 6.73% SNA Snap-on Incorporated $149.54 -2.20% ($537.60) 10/17/17 $24,366.55 $152.29 ($440.15) -1.81% -4.26% 160 $23,926.40 3.62% VEEV Veeva Systems Inc $76.35 -0.05% ($15.88) $24,241.80 $61.06 $6,069.15 25.04% 86.36% 397 $30,310.95 4.58% Cash -- $48,651.26 7.36% VTI Vanguard Total Stock Market ETF Index $139.95 -1.21% ($1,971.63) $161,140.88 $139.76 $221.47 1,153 $161,362.35 24.40% Today's Performance: -1.56% ($7,927.52) Total: $661,233.36 100.00%

Portfolio Highlights Ingersoll Rand Acquires Agilis Energy UTC United Technologies singed an agreement with Boeing, greenlighting Rockwell Merger First Solar wins another 50 MW-AC contract for its Series 6 Salesforce launches new sales and customer service software tailored towards small businesses Agilis is an energy data analytics company

Econ / Market Summary - Volatility from possible trade war / Tarrifs go into effect on friday - Jerome Powell will hold his first Fed meeting - Facebook Plunge leads tech, Wall Street sell-off - No more Rex, more Putin

Upcoming Events Middlebury Events… - Monday, Mar. 19; 6:30 p.m. in Hillcrest 103 – Barclays Info Session - Tuesday, Mar. 20 – Barclays Alumni Resume Review Chats (deadline to submit has passed) - Wednesday, Apr. 4; 5:00 p.m. – Evercore Invitation-Only Dinner (apply here) - Wednesday, Apr. 4; 6:00 p.m. in Axinn 229 – Evercore Information Session - Monday, April 9; 6:00 p.m. in Axinn 229 – Moelis & Co. Info Session - Thursday, Apr. 12; 7:00 p.m in Axinn 229 – Wells Fargo Securities Info Session