1. Economic Advisory
March 18, 2018
Miles McQueen

2. 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%

3. 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

4. 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

5. 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