TaxCharityTM 15jan17

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Page 1 of 21 January2017© CopyrightStockTakers Limited, All Rights Reserved. Copying Prohibited.
The author does not provide investment advice. In order to use reproduce or convey the material herein,
in any way, written agreement must be obtained from the author or its agent Architypes Inc.
StockTakers Limited is an Alberta corporation providing information on “likeables” equities.
StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions.
Defend Your Capital, from Dick Turpin - TaxCharityTM
Update
15 January 2017
Equities trading above our benchmark Risk Price (SF) are those investors ‘like’, as two of three
price rise due to investors’ preference. We call these equities ‘likeables’. They are revealed by their
rise above Risk Price, our metric that investors must know to defend their capital1.
Cash must be engaged in business ideas with valiant balance sheets or it loses value. That is simple
fact. For small savings it is needful but arbitrary your portfolio feeds at the low price end of
"likeables" as we find in balance sheets. Equities that tend to hold their value and gain are better
than cash. Risk Aversion, Capital Safety and Liquidity in ‘likeables’ we prove works for you.
Economies grow because they achieve our intended function of adding value. It is timeless fact
economic theory conventions do not grasp. That timeless process we all engage in, some achieve
more than others but all the same, what surrounds us is our legacy, our cultural added value. What
value we add, we trade in. That process is the root of our economic life in society, whether we
carve red deer antler into shamanic tribal totems; take muck and straw to make adobe cities; clay to
make bricks and build Hagia Sofia; quartz to make jewels and watches; lithium oil and silicone to
make cellphones; or mould nano-fibre carbons into plane wings, that process is how we engage in
business as society. Corporations are social formations allowing we engage in what we can grasp.
Society should not seek equilibriums (biologic death, or precedent to the Big Bang) but seek new
disruptions, new mistakes, and make new innovations. To achieve those feats we trade and gain,
make sweat and grant credit in such ventures. Business is a social process we think merits the worth
of our engagement, our investment of cash sweat and treasure. All business process needs credit to
flow through it, though most can only see alone the static cash in account. That is all they can see to
measure. How credit flows through companies makes patterns2, as sun storms make auroras, or
blood pressure allows neural patterns. Cash is one liquidity all business uses, of many ‘credits’.
The Financial Industry is near a third of all modern nations GDP as
measured by economics convention wizards. Does the Financial
Industry add that much value to the real economy by their means to
cash liquidity business processes need? It is an ‘industry’ that takes
more value than it makes. Their designate tolls on its road to
liquidity are greater than value added. Their swagger and panache as
Dick Turpin or Claude Duval covers their ill-mannered reach as they
and their henchmen plow your purse to plunder, taking they please.
How is your nest egg investment in their retirement plan schemes doing in their hands? They will
retire early, while you like the rest call the police to the scene of their cold crime. Do not give them
your wallet for ill-conceived bombast schemes they propound for their aggrandisements.
That goes all the way to the top executives whose ethics are at least, "If you ain't cheating, you ain't
trying." In the case of LIBOR as much as $6.25 Trn has been skimmed. Is it “to hard to tell” Loretta
"there is risk in what you do not or cannot know." Thomas Tooke, 1844
"for the value of money is also perishable." Jean-Baptiste Say , 1803

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Update
15 January 2017
Lynch,? Try the back of an envelope, 0.001% shift on $5 Trn per day in that market for five years,
$6.25 Trn taken from us. To the five banks fined $5.0 billion is 0.0008% of their $6.25 Trn taken.
Firing a few associates with zero authority as ‘goats’ is the cost of their doing such business. Those
severed will be without bonus or benefit, all trickling to the executives. So no further examinations
are deemed necessary Mary Jo White? Too big to fail, too big to jail3, no matter how egregious the
scene of their crimes they will pump the public’s purse on SEC waivers from prosecution.
Even seen as outrageous ‘opening card’ is the $14.0 Bn claim in DoJ suit filed on 16sep2016
against Deutsche Bank for its mortgage default crisis victims. DBK claims settlement will be much
less4. A Tax on their skimming moral natural person’s wealth that was victimized. Have our
institutions acquiesced to allow the unethical self-serving corporate picaroon raiding the common
good, given up on liberal democracy for and by individuals that created the corporate person?
Our public TaxCharityTM and BookBuilderTM portfolios continue unusual long term gain on our
new theory of the firm. With our StockTakers 12% bond5 we seek accredited investors to advance
the impact of what we have proven. Leave the work to us, because we can. We consistently obtain
both low risk and AlphaSmartTM high gain. Meanwhile small investors enjoy our charity as proof.
We partition the entire market for “likeables” relying on distribution for results in small portfolios.
The larger your “likeables” portfolio will tend to average 26% per annum Internal Rate of Return as
proven through DJI’s two recessions of these past 13 years. See our articles StockTakers’ 2012Q1
bite on DJI6. and The Counter Culture: Case for a Can Opener7. Our work stands on giants
insights of three very different laureates, more, on evidence. Our ‘likeables’ portfolios are proof.
What proof does convention offer? Right that is an oxymoron8. Convention is flat-landers in a
global reality. Fund managers as financial advisors are just financial products and used equities
sellers who never kick the tires or check the fluids, because they do not know better. Do not give
those Artful Dodgers your wallet. Engage our ‘likeables’ and save your own bacon.
Financial industry advisors are schooled selling financial
products to exploit small investor savings for taking their fees.
They are not changing their tools or sharpening those dullards
they have. They took the “regular courses” to be certified in a
self-regulated industry that only deals in their creative fictions.
Seemingly, certification requires intensive study in the key tools
of Rhetoric - Adumbration, Subterfusion, Mystification and
Derogation. Hmm, that sounds familiar.
“I only took the regular courses,” sighed the Mock Turtle.
“What was that?” inquired Alice.
“Reeling and Writhing, of course, to begin with, and then the
different branches of Arithmetic – Ambition, Distraction,
Uglification, and Derision.”

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Update
15 January 2017
Our work is calculable and provable with no rhetoric asides. We depend on a jargon that is peculiar
to us, having reasons to reject most of what passes for the jargon of “investment analysis“9 and the
confirmed mysticism that is economics. Not because we don’t know the jargon of economists and
financial advisors, but because we do know their jargon. We know it for what it
is, wrong10, useless11 and harmful12. Those self-appointed ‘Emperors’ of markets have no clothes
to hide their jargon for the improvable delusions those conventions are. We help, because we can.
The financial industry is filled with the self-appointed and self-regulated given control of our cache
of savings, in banks, insurance and pensions. That licence they have was granted in part hope and
part legal conviction they will manage our cache with expertise they are supposing to have. There is
no proof of that expertise. Not now or ever have those conventions any merit. On close examination
it is puffery, anointed coin-tossing by tossers, which is not worthy the remit society has reserved it.
Their point of ruling over any store of value is ability to exercise risk management13 due to a stable
demand. ‘Stable demand’ is necessary force. As 80% of the demand in markets is conspired by the
fund managers they provide neither stable demand nor any ability to manage risk, most often
claiming it is volatility that hobbles their sagacity. That is a straw man of their hollow pretensions.
The volatility exists because of their pretensions spun with newspeak over gossip stunning other
members of their fraternity to act and toss your cache on the trading floor. This game they call
‘market making’ as usual planned to arbitrage the situation created on some inside information by
spreading some dis-information. All that spinning is as spiders seizing their prey, our cache, to their
pockets and use14. That activity fits description of racketeering. That may appear cynical, but when
at a given point in time as in 2011 the FBI has open files on two thirds of CFAs15 it is factual not
cynical bias. The FBI focuses on reasonable basis to allocate resources likely to obtain conviction.
There are securities laws intended to ensure such acts are censurable as fraud. Their intent is not
legal practice, but difficult to get evidence around, given the prevalent acceptance of implausible
denials cast by an industry filled by jargon that obscures. Convictions are few limited to the most
outrageous and inexcusable, but negotiated to allow the culprits to continue in the industry.
Implausible denials are allowed to work spinning further newspeak to flood and wash away these
obvious transgressions spun over our cache. Schemes are complex, very artful designs. Expulsion
of the Artful Dodgers is rare and prison time rarer. Fines are just the cost on their grift business.
Our politics and legal system accept this and require us to trust our savings to this industrial
stripping of your store of value managing it for their skim of wealth. They are not managing your
cache for you earning returns greater than inflation or GDP growth the ultimate economic point of
discount. Their tools do not extend there. So, smart or not, they have to skirt or scoff law to make
anything beyond coin-tossing as that is all their tools amount to. But no income for your cache.
As we see it their justifications of their tools are founded in biased views of history. Effectively, it
justifies itself on backtests, and not in real markets. Our Risk Price tools are proven in real markets.

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Update
15 January 2017
Our proven ‘likeables’ behaviour, pension funds like CPPIB16 ignore, as politicians demand you
must trust to double-down in their proven failure. There is proof Wall Street17
does not understand
our ‘likeables’ behaviour as hedge funds fail to deliver. On gossip hem and haw the markets
bounced and yawed with all their boats. Quantitative Eating treacle-down capitalized US markets,
not yet consumers ‘getting-on-with-their-lives’ demand driving the real economy. Consumers
believe paying your bills is good business, and the right thing to do. Volatility has been wild as
Quantitative Eating feast withdrew and gas and oil-bloat heavily impacted the market mavens`
bromide supply. Selective bias is all they are selling as they gamble with your money.
With our charity public portfolios we show in real time our ‘likeables’ tendency for risk averse
investment. We conceal nothing. We prove what we said, Risk Price, SF, is a measure like a ruler
and a good eye18 that works19 really works. All trading history is retained in the historic portfolio
update reports. Stoploss settings we give allow the small investor to work on their own using our
proprietary ‘likeables’ data to build their wealth. We seek accredited investors, as we help the small
investor. We provide proof in these portfolios that to convention break rules and seem arbitrary20.
It is essential you hold a complement of at least eight but preferably more ‘likeables’ in your
portfolio at any time (preferably in equal blocks of 100 share multiples for 'collaring options'21 as
exit strategy we prefer using, for good reason22). The tendency of ‘likeables’ for gain is not the
same as ‘pin-the-point-on-the-mule’ most seek, or baselessly claim. This is not child’s play. We
prove our method in exceptional gains made in these open public portfolios suiting the small
investor. Let others chase their gamblers’ risk/reward model. We show our risk averse Risk Price
driven ‘likeables’ robustly work for Capital Safety, AlphaSmartTM gains and Liquidity.
The new 2014 portfolios got immediately slammed into market volatility due to the long heralded
end of Quantitative Eating. Stoploss settings held most of your capital safe. Much the same since
March as marketeers waffled about bonds and hobbled around resources. TSX portfolios caught
some lift, but our NYSE have suffered more. Like the cynic said, “No crisis, no sales, no fees.” If
they need crisis they will newspeak the business shows to get traffic.
The world is still mopping-up the avoidable ‘exogenous’ ‘accidents’ of 2006-2009 the economist
‘Emperors’ of financial markets actually created by their very real plunder of real peoples’ capital
in imprudent ‘financial products’ they created. That is their client savings they put at risk as they
were entrusted for hopeful returns greater than inflation as financial marketeers promised. The
financial institutions just play Three Card Monte on client savers as usual. Gambling which is what
their economist models actually do, the same as a coin-toss, for the same results. Their ‘house’
wins. That is whenever they are not actually cheating by rigging interest rate markets, doubling
loan spreads, vaulting insurance premiums, and seeking insider trading deals, or suing for
entitlement23 to public money.
Put your tax refunds to good use, invested in making AlphaSmartTM, Capital Safe, Liquid, risk
averse, Risk Price driven portfolios you can run for yourself. Our ‘pending’ list is there, helping
you to build your wealth. The deflation from ending Quantitative Eating bloat and the oil glut has

“
Update
15 January 2017
reverted market levels to 2013 and rebounded to 2014 levels. The volatility the portfolio managers’
irrational exuberances or witless delusions created may carry-on yet again, they recycle myths.
Balance sheets did not flip-flop, but portfolio managers did, unrelated to ‘fundamentals’ of value
investing24. All of the stocks in our public portfolios25 simply rebounded. Most could be bought
back for less than they stopped out. Take the bonus. However we do not recommend chasing after a
much higher price of highly volatile zoomers. Price has no mass - as gossip fluctuates. Price is not a
measure of value, or worth, neither is any price ratio a measure of a firm, surprise,26 they are fools.
Our placid stoploss settings had been based on a 52 week rolling price range less than a standard
deviation has worked reasonably well for risk aversion in markets outside churning of financial
industry managers panic driven selling. We went to quarterly volatility to better save capital in this
meaningless gossip of mavens creating negative volatility.
Tax charity limits for income sheltering were used to set new portfolios. Americans best have tax
specialist involved, depending on their tax code, regular 401(k): $17,500 in 2014, with an
additional $5,500 catch-up contribution, and up to $52,000 in 2014 for SEP and SOLOs, we used
$23,000. Canadians can shelter $24,270.00 of their income in 2014 and have accumulated annual
TFSA limits they can also use in self-directed investing. Extending our proprietary data in charity
suits small investors’ needs our BookBuilderTM invests in your children’s education TaxCharityTM
your retirement and income needs, because we can, so can you.
TaxCharityTM Portfolios Update List – 15 January 2017
NYSE Value 17K Firms 2012 IRA limit Market
Price
Symbol SF
(Risk Price)
Stop/Loss
See old posts for Buy-ins 01 December 2012 *100 shares each 15214.00
Buy-ins 15nov15 *100 shares each
AlbanyMolecularResrchInc.($18.7 StopLost 06jan16) AMRI 15 16.3
NTT DoCoMo Inc. ADS 23.99 DCM:US 15 21.6
TaiwanSemicon.ManufgCo.($21.8 StopLost 06jan16) TSM:US 18 26.5
Buy-ins 15dec15 *100 shares each
AMN Healthcare SrvcsInc. ($26.9 StopLost 11jan16) AHS 14 27.1
CienaCorp.($18.4 StopLost 04jan16) CIEN:US 17 22.1
Buy-ins 15jan16 *100 shares each
AlbanyMolecularResrchInc.($15.9 StopLost 28jan16) AMRI 15 16.3
CienaCorp. ($17.0 StopLost 03mar16) CIEN:US 17 22.1
DeanFoodsCompany ($18.7 StopLost 22mar16) DF 17 19.5
DR Horton Inc. ($25.6 StopLost 20jan16) DHI:US 24 25.4
E Trade Financial Corp. ($23.9 StopLost 20jan16) ETFC:US 20 32.5
Jabil CircuitInc. (N* $19.7 StopLost 17mar16) JBL:US 20 21.5
TaiwanSemicndtrMftgCo. ($23.6 StopLost 26apr16) TSM:US 18 26.5
Buy-ins 15feb16 *100 shares each
AlbanyMolecularRsrchInc. ($14.4 StopLost 23feb16) AMRI 15 16.3

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Update
15 January 2017
CarrefourSA ADR ($5.4 StopLost 06may16) CRRFY:US 5 4.4
DR Horton Inc. ($29.0 StopLost 12may16) DHI:US 24 25.4
E Trade Financial Corp. ($22.7 StopLost 05jul16) ETFC:US 20 32.5
Buy-ins 15mar16 *100 shares each
CienaCorp.($15.7 StopLost 3may16) CIEN:US 17 22.1
GannettCompanyInc. ($13.6 StopLost 27jun16) GCI:US 12 7.1
Buy-ins 15apr16 *100 shares each
AppliedMaterials Inc.($19.5 StopLost 12may16) AMAT 15 29.1
DeanFoodsCo. ($15.8 StopLost 12sep16) DF:US 17 19.5
Buy-ins15may16 *100 shareseach
Owens-IllinoisIncorporated 19.25 OI:US 15 16.7
BostonScientificCorp 23.82 BSX:US 13 21.2
JoyGlobal Incorporated 28.14 JOY:US 10 23.1
NewYork TimesCo.CL A (N* $11.86 stoploss 15jun16) NYT:US 12 12.6
TaiwanSemiconductorManufacturingCo. 29.44 TSM:US 18 26.5
Buy-ins15jun16 *100 shareseach
Ford Motor Co. ($12.2 StopLost 02aug16) F:US 12 11.7
Buy-ins15jul16 *100 shareseach
International Game Tech.($26.2 StopLost 28nov16) IGT 14 21.9
KB Home ($14.1 StopLost02nov16) KBH 12 14.1
Buy-ins15aug16 *100 shareseach
The AES Corporation 11.72 AES 10 10.4
Buy-ins15sep16 *100 shareseach
AppliedMaterialsInc. 33.79 AMAT:US 15 29.1
Booz AllenHamiltonIncorporated 36.33 BAH:US 20 33.1
Ford Motor Co. 12.63 F:US 12 11.7
Buy-ins15nov16 *100 shareseach
Freeport-McMoRanCooper& Gold 15.19 FCX 5 11.4
Buy-ins15dec16 *100 shareseach
International Game Tech. 27.09 IGT 14 21.9
Current NYSE 2012 Portfolio Value
15 January 2017 (including dividends) / 01 December 2012
27280.48 / 15214.00 Gain 49.5
months
79.31%
IRR pa 15.21%
Net Cash Carried after Buy-ins (15dec16*100 shares) 49.00
Net Cash * after 100 shares stoploss sales 0.00
Current Cash 0.00
Buy-ins 15jan17 *100 shares each SF
(Risk Price)
Stop/Loss
n/a
Net Cash Forward after Buy-ins *100shares 49.00

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Update
15 January 2017
Cash Dividends earned 435.10
Total Cash Available 484.10
Current NYSE 2012 Portfolio Value
15 January 2017 (including dividends) / 01 December 2012
27280.48 / 15214.00 Gain 49.5
months
79.31%
IRR pa 15.21%
There is proof, positive, why we can offer StockTakers 12% Bond27, Because We Can!
American markets have done well but our ‘likeables’ charity portfolio to small investors using just
stoploss has outperformed these US markets, obtaining that 15.21% p.a. IRR. We can call that
proof positive advantage in our method driven by our Risk Price model. Knowing SF worth is
better than ‘fundamentals’ price driven conventions with no proof, only bias anecdote. Knowing
SF worth is better actual knowledge seen in market behavioural consequences, as we have proven.
Because we can! We do!
(Pending Need for Change or investing new Savings)
International Game Technology 27.09 IGT 14 21.9
JetBlue AirwaysCorporation 21.76 JBLU 20 19.6
NIVIDIA Corp 103.43 NVDA:US 100 80.7
Patterson-UTIEnergyIncorporated 27.53 PTEN:US 15 22.8
Enjoythisnewerlistof ‘Pendings’foryour
portfoliogrowth.Includingdividendsfor10.81%
gainin 2 months,that isnot justlikeable,but
marvelous!
@15jan17 208.32
188.00
@15nov16
Gain 2.0
months
10.81%
Life under Trump is going to bring some large volatility potholed bumps in the road as his
promises liens the next two generations for debt financings of infrastructure to 140% debt to GDP
as sober economists have calculated. Legislative restraint tools will be weakened as he draws from
the picaroon pool for his cabinet of the self-interested. Trump always has spoken, “So sue me.”
With lax regulation his mantra, even less malintents are likely to be confronted by SEC, FED, and
A-G vacated in his changes. Mary-Jo could not find the lever, ever; and, Lynch ‘too difficult to
say’ brought nil justice to the outrage of LIBOR rigging. FED has just let the banks renege on
TARP given them to ensure loan markets liquidity, liquidity died. Then, Quantitative Easing for
stimulus of loan markets liquidity to business. And, then, usurp even interest-setting controls of the
FED on a warm economy struggling under the new weight of the New Bank Tithe28 being carried
taxing us all, their margins quietly doubled over 5 years, to historic level, weighing down society.

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Update
15 January 2017
The banks have disciplined the FED and neutered all 3 of the FED’s tools for regulating money
markets. GDP could be nearer 4.2% as economist conventional models do not adjust for the 3%
skim banks have added to their incomes. Job numbers grow at minimum wage rates and CEO’s sit
on unprecedented cash load on balance sheets confused what to do without a growing middle class
aggregate demand to service with new luxuries. Innovation slacks as productivity increases.
Enough already, SEC, FED, and A-G use the Sherman Act and break up the banks cartel holding
companies. Their self-service aims to hobble our economic society, strangling us under debt
service margins of unprecedented depth. Hold banks strictly to their charters and vigorously
penalize their deviances as Financial Stability Board requires its measures29 to be effective.
The last tool of aggregate demand stimulus is all that is left, infrastructure. Tax collection is
essential to expense infrastructure, which was the Framers agenda in 1789 (when corporate
persons did not exist), not cuts in top rates and corporate rates. Infrastructure financing in rising
interest rates under the burden of 6% bank surcharged margin will just hobble generations of debt
for short-term private gains serving political expediency. Ballooning national debt is a clown’s
solution. Debt at 140% of GDP is not funny. Get serious, legislators and regulators, under rules of
law, do your job! Finance stimulus by progressive taxation. Break the banks and corporate cartels
concentrating to avoid ‘ruinous completion’30 to their practices. Govern in the public interest, not
private interests’ confidence games grifting the public purse as their perquisite.
USA ROTH/IRA 2013 limit 17800.00
See old posts for Buy-ins 15sepl2013 *100 shares each
Buy-ins 15jan2016*100 shares each
Aircastle Limited ($17.8 stopLoss 19jan16) AYR:US 14 19.0
DR Horton Inc. ($29.0 stopLoss12may16) DHI:US 24 25.4
eBayInc. ($24.4 stopLoss 28jan16) EBAY:US 24 27.4
FederatedInvestorsInc.($24.4 stopLoss 20jan16) FII:US 27 25.1
General ElectricCompany 31.26 GE 24 29.1
HologicInc.($33.0 stopLoss28jan16) HOLX:US 20 37.4
JuniperNetworksInc.($24.5 stopLoss 28jan16) JNPR:US 21 26.0
NIVIDIA Corp. ($25.6 stopLoss 08feb16) NVDA:US 30 80.0
XL Group ($33.9 stopLoss 10feb16) XL:US 30 34.3
Buy-ins 15feb2016*100 shares each
Aircastle Limited ($19.9 $topLoss 04may16) AYR:US 14 19.0
AllianzSEADS ($15.6 $topLoss 05apr16) AZSEY 14 15
CA Inc.($31.3 $topLoss 27jun16) CA:NASDAQ 27 30.8
eBayInc. ($29.7 $topLoss 20oct16) EBAY:US 24 27.4
Enterprise ProductsPartnersLP 25.91 EPD:US 17 22.8
HologicIncorporated ($33.8 $topLoss 28apr16) HOLX:US 20 37.4
JuniperNetworksInc.($23.8 $topLoss 05apr16) JNPR:US 21 26.0

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Update
15 January 2017
Masco Corp.($33.3 $topLoss 09sep16) MAS:US 20 28.1
Buy-ins 15apr2016*100 shares each
JuniperNetworksInc 28.57 JNPR 21 26.0
PeoplesUnitedFin.Inc.($15.4 $topLoss 29apr16) PBCT 14 18.2
Buy-ins15may2016*100 shareseach
ConsolidatedComm.Inc.($23.9 StopLost 01jun16) CNSL 20 25.5
Cabot Oil & Gas Corp 22.64 COG:US 20 18.3
HologicIncorporated ($35.4 StopLost 01nov16) HOLX:US 20 37.4
PeoplesUnitedFin.Inc.($14.6 $topLoss 27jun16) PBCT 14 18.2
Buy-ins 15jun2016*100 shares each
InterpublicGroupof Cos.($22.5 $topLoss 27jun16) IPG 17 22.7
Buy-ins15jul2016*100 shareseach
BoardwalkPipelinePartners LP 17.56 BWP 12 15.8
FederatedInvestorsInc.($29.4 $topLoss 26sep16) FII:US 27 25.1
TropicanaEntertainment Inc.($17.8 $topLoss 10aug16) TPCA:US 16 27.2
Buy-ins15aug2016*100 shareseach
PitneyBowesInc.($17.3 $topLoss11oct16) PBI 16 13.2
Buy-ins15sep2016*100 shareseach
TD Ameritrade HoldingCorp.($33.6 StopLost 02nov16) AMTD 30 40.8
Buy-ins15oct2016*100 shareseach
FederatedInvestorsInc.($25.4 StopLost 04nov16) FII:US 27 25.1
PitneyBowesInc.($15.4 StopLost 01nov16) PBI:US 16 13.2
Buy-ins15nov2016*100 shareseach
BestBuy Co.Inc. ($43.3 StopLost 28dec16) 48.16 BBY 26 43.3
International Game Tech.($26.2 StopLost 28nov16) 26.20 IGT 14 22.4
PitneyBowesInc 15.53 PBI:US 16 13.2
TaiwanSemiconductorManufacturingCo. 30.16 TSM:US 18 26.8
Buy-ins15dec2016*100 shareseach
International Game Tech. 26.01 IGT 14 22.4
USA ROTH/IRA 2013 Portfolio 15 January 2017
(including dividends) / 15 September 2013
28508.20 / 17800.00 Gain 40.0
months
60.16%
IRR pa 15.18%
Net Cash Forward after Buy-ins (15dec2016*100 shares) 86.00
Net Cash * on $toploss *100 shares 4330.00
Current Cash 4416.00
Buy-ins 15jan2017*100 shares each SF
(Risk Price)
Stop/Loss
CMS Energy Corp 41.94 CMS 27 39.0
Net Cash Forward after Buy-ins 15feb16*100shares) 222.00

“
Update
15 January 2017
Dividends earned 1294.20
28508.20 / 17800.00 Gain 40.0
months
60.16%
IRR pa 15.18%
There are hundreds of interested small savings investors routinely following these charitable posts
of our proprietary Risk Price (SF) information, some ‘large’ are freebooting as well. By giving
$toploss values as guidance for small investor capital safety, and liquidity you can be hopeful of
enjoying the proven tendency 2 of 3 of our ‘likeables’ earn high AlphaSmart gain in the long
term. Keep in mind preference to have at least eight or more “likeables” equities in your portfolio.
Our historic results are based on the entire market we partition with Risk Price (SF) information
determining ‘likeables’. Smaller sample portfolios can deviate erratically with outliers and under
performers. As a group our TaxCharityTM portfolios prove our method. The past year has been a
trough for investors. Props of QE were withdrawn and the market lost its marbles. Financial
advisors need for fees churned their client money to bonds and back to the markets, in their ‘Great
Rotation’31 while the real economy still slowly absorbs 2008, by doing the hard work-out, carrying
the banks added burden doubled margins. Trumpets eyeing the borderers for Grumpetland
invaders has added dyspeptic markets. Below find our continuing charity with a portfolio suiting
income or IRA 201432 tax sheltered savings. It found those marbles others lost. We like taking
their marbles. Because we can, you can too!
USA ROTH/IRA 2014 Portfolio 15 September
2014
23000.00
See old posts for Buy-ins 15sep2014 *100 shares each
ActivisionBlizzardInc.($32.5 StopLost 03feb16) ATVI:US 30 33.9
CienaCorp.($15.7 StopLost 3may16) CIEN:US 17 22.1
NTT DoCoMo Inc. ADS 23.99 DCM:US 15 21.6
DR Horton Inc. ($25.6 StopLost 20jan16) DHI:US 24 25.4
E Trade Financial Corp. ($23.9 StopLost 20jan16) ETFC:US 20 32.5
MGM ResortsIntl.($19.1 StopLost 20jan16) MGM 12 24.9
PitneyBowesInc,($17.7 StopLost 04feb16) PBI:US 16 14.4
Roche HoldingLimitedADR ($31.1 StopLost 08feb16) RHHBY 30 27.3
Unum Group ($27.6 StopLost 20jan16) UNM:US 22 39.4
ActivisionBlizzardInc.($38.8 stopLoss 10nov16) ATVI:US 30 33.9
DR Horton Inc. ($29.0 $topLoss 12may16) DHI:US 24 25.4
JetBlue AirwaysCorp.($18.4 StopLost 12may16) JBLU 20 19.6

“
Update
15 January 2017
E Trade Financial Corp. ($22.7 StopLost 05jul16) ETFC:US 20 32.5
MGM ResortsInt’l.($22.7 StopLost 27jun16) MGM 12 24.9
PitneyBowesInc.($19.9 StopLost 03may16) PBI:US 16 14.4
Unum Group ($31.0 StopLost 27jun16) UNM:US 22 39.4
VectorGroup Inc.($21.5 StopLost 11apr16) VGR:US 14 21.4
VectorGroup Inc.($20.4 StopLost 22apr16) VGR:US 14 21.4
Aircastle Limited ($18.6 StopLost 06jul16) AYR:US 14 20.2
PitneyBowesInc. ($16.7 StopLost 27jun16) PBI:US 16 14.4
SGS SA ADR($21.4 StopLost 13oct16) SGSOY 20 19.6
QuestarCorp. (Dominionbuysout $25.06 26sep2016) STR
TalmerBancorp Incorporated ($18.1 StopLost 27jun16) TLMR
Convergys Corp.($26.7 StopLost 09nov16) CVG:US 20 23.4
EMC Corp.($29.05 buyout DVMT 08sep16) EMC:US 26
Freeport-McMoRanCo.($9.6 StopLost 15sep16) FCX 5 11.4
InterpublicGroupof Cos.($22.5 StopLost 03aug16) IPG:US 17 22.4
MediaGeneral IncorporatedCLA 18.8 MEG:US 15 17.7
Patterson-UTIEnergyInc.($18.5 StopLost 20sep16) PTEN:US 15 22.8
TalmerBancorp Inc.($23.44 Buyout ChemFin 31aug16) TLMR 14
GreenPlainsIncorporated ($24.6 StopLost 12jan16) 23.80 GPRE 15 20.0
PolycomInc.($12.47 SirisCapBuysout 26sep16) PLCM:US 11
SymantecCorp. 26.14 SYMC:US 16 23.5
Buy-ins15oct2016 *100 shareseach
Cabot Oil & Gas Corp 21.92 COG:US 20 19.1
GreenPlainsIncorporated ($24.6 StopLost 12jan16) 23.80 GPRE 15 20.0
Itau UnibancoHldgS.A.ADS ($19.7 StopLost 01dec16) ITUB:US 15 9.9
JanusCapital Group Inc. 13.25 JNS:US 10 11.9
AchillionPharmaceuticalsIncorporated 4.20 ACHN 2 2.4
ActivisionBlizzardInc. 38.95 ATVI:US 30 33.9
ConvergysCorp. 25.69 CVG:US 20 23.4
Buy-ins15dec2016 *100 shareseach
Itau UnibancoHldgS.A.ADS 11.22 ITUB:US 15 9.9
23854.00 / 23000.00 Gain 28.0
months
3.71%
IRR pa 1.57%
Net Cash Forward after Buy-ins 15dec16*100shares) 34.00

“
Update
15 January 2017
Net Cash * after stoploss sale*100 shares 4920.00
(Risk Price)
Stop/Loss
Enbridge EnergyPartnersLPCL A 25.62 EEP 17 22.5
GreenPlainsIncorporated 23.80 GPRE 15 20.0
Net Cash Forward after Buy-ins 15sep16 *100 shares) 12.00
23854.00 / 23000.00 Gain 28.0
months
3.71%
IRR pa 1.57%
Since 90% of society’s cache is in the hands of fund managers trolling for their own income, not
yours. Their trading your cache into low-yield bonds on gossip pushed the US markets down over
the past two years in the ‘Great Rotation’ and back again into stocks so they could bill you for
their fees both going and coming back.
This portfolio has rebounded as market mavens missed the real economy is steady but slowly
regaining having absorbed the colossal goofs the bank mavens’ expectations had wrought. The
‘Brexit’ surprise over volatility triggered few stoploss sales. Your portfolio is no longer small beer
regaining value through these three months after the ‘Great Rotation’ swelled and dropped the
market. World GDP is still growing faster than population so the market maven’s panic was just in
their newspeak. Finally you can see the real gains from staying in the market with our ‘likeables’
building your long term wealth. Your ‘likeables’ portfolio has weathered their ‘tea-pot’ tempest.
Evidence is markets do not ‘price-in’ even the well-advertised such as demise of QE market
support. In ‘sea-change’ from all the Artful Dodgers’ bubble-gum snapping near all stoplosses
were routinely triggered. The gum snappers will find something else to spur sales on rekindled
high volatility, in their search for their income, not yours. Trump is their new blown ‘bubble’.
The public is always liable for the ‘Public Liability Corporation’ managers’ failure for lack of
business diligence, prudence or ethics. That ‘Agency Problem’ story is not over.
It has been a rough year of vulgar gossip driven volatility overturning modest gains in the real
economy. Putin middle east politics raising world oil price needed for his exports, through
Panama. Panama Papers will enliven many political households chatter. We will see more of oil
energy as lever in plunder politics, as Turkey and Russia face-off for their old proxy politic games
in the region33 waiting for a new bungle of the Lightweights Brigade. He plays tank diplomacy.
Geez, three elections rigged in one week as Mr. P. adds Bulgaria and Moldova wins to encircle

“
Update
15 January 2017
Ukraine, while Armenia(Kurdish) for link to Syrian Mediterranean ports for Baku oil. He is busy.
Engage our “likeables” and save your own bacon. Because we can, you can
Equities that tend to hold their value and gain are better than cash. We like Capital Safety and
Liquidity because we have proven our risk aversion works, consistently obtaining both low risk and
AlphaSmartTM high gain. Our Risk Price is what investors must know to defend their capital.
We extend a small part of our proprietary information as charity suiting small investors’ needs for
their small portfolios they can manage on their own. Avoid the Artful Dodgers and the Dick
Turpins of the financial industry. Do not give them your cache to gamble away in their fruitless
coin-tossing games. Our BookBuilderTM supports your investing in your children’s education,
TaxCharityTM suits your retirement or income needs. Because we can, you can.
TaxCharityTM TSX Portfolios Update List -15 January 2017
TSX Value 22K Firms 2012 RRSPTax
Shelter Limit Used - $20,235.00
Market
Price
Symbol SF
(Risk Price)
Stop/Loss
See old posts for Buy-ins 01 December 2012 *100 shares each 20,235.00
Buy-ins15jun2016 *100 shares
Boralex Incorporated 18.74 BLX.TO 12 17.1
Choice PropertiesREIT($13.0 stopLost 02nov16) CHP.UN 10 12.8
CanadianUtilitiesLtd.($36.7 stopLost 12sep16) CU.TO 32 34.4
Cott Corporation ($19.4 stopLost 12sep16) BCB 13 12.1
ShawCommunicationsInc. ($28.8 stopLost 08nov16) 27.89 SJR.B 24 26.8
Transcontinental Inc. 22.76 TCL.A 14 20.9
StantecInc. ($28.8 stopLost 08nov16) STN 30 32.1
CanadianUtilitiesLtd. 36.98 CU 32 34.4
NorthlandPowerInc.($21.1 stopLost 14nov16) NPI 15 21.7
ParklandFuel Corp.($28.3 stopLost 07nov16) PKI 21 24.9
Buy-ins15oct2016 *100 shares
ElementFinancial Corp. 12.35 EFN 2 8.4
AlliedPropertiesReal Estate InvestmentTrust 34.89 AP.UN 31 32.4
AeconGroup Inc. 15.09 ARE 12 13.4
Choice PropertiesREIT 13.73 CHP.UN 10 12.8
NorthlandPowerInc. 23.87 NPI 15 21.7
ParklandFuel Corporation 28.01 PKI 21 24.9
Tourmaline Oil Corp.($31.5 stopLost 12jan16) 31.50 TOU.TO 23 27.5

“
Update
15 January 2017
TSX 2012 Portfolio Value 15 January 2017
(including dividends) / 01 December 2012
28326.75 / 20235.00 Gain 49.5
months
39.99%
IRR pa 8.50%
Net Cash Carried after *100 shares Buy-ins 15oct15 17.00
Net Cash * after 100 shares stoploss sold 3150.00
(Risk Price)
Stop/Loss
CanadianApartmentProperties REIT 31.36 CAR-UN 26 29.2
Net Cash Carried after *100 shares Buy-ins 17.00
TSX 2012 Portfolio Value 15 January 2017
(including dividends) / 01 December 2012
28326.75 / 20235.00 Gain 49.5
months
39.99%
IRR pa 8.50%
This 2012 portfolio has suffered the negative TSX commodities heavy market for half its interval.
It is also now 55.69% more than the TSX for that 48.5 month interval, with stratospheric rate of
return compared to the rate of bonds, ETFs and like conventional financial industry instruments.
Even using tame stoploss measures, we call our result proof, ‘likeables’ are strategic investment
means we have enabled for the small investor. That is proof, Because we can.
(Pending Need for Change or investing new Savings)
Crombie Real Estate InvestmentTrust 13.51 CRR.UN 12 12.7
Emera Incorporated 45.37 EMA 38 43.1
JeanCoutuGroup (PJC) Inc.(The) 20.40 PJC.A 18 19.2
SunLife Financial Inc. 52.60 SLF 40 48.4
ThomsonReutersCorporation 59.19 TRI 50 56.2
Canadian 2013 RRSP limit 23820.00
See old posts for Buy-ins 15sep2013 *100 shares each SF
(Risk Price)
Stop/Loss
Buy-ins 15feb2016*100 shares each
CanadianAp’tProp.REIT ($30.6 stopLost 11aug16) CAR.UN 26 29.2
Indstrl AllncInsFinSrvInc. (N* $35.6 stopLost 24feb16) IAG 38 49.3
Intertape PolymerGroupIncorporated 23.58 ITP 14 21.2

“
Update
15 January 2017
Maple Leaf FoodsInc.($27.9 stopLoss 10nov16) MFI 21 25.2
PowerCorp.of Canada ($27.0 stopLost 27jun16) POW 28 29.4
Transcontinental Inc.($18.6 stopLost 03may16) TCL.A 14 3.6
Buy-ins 15apr2016*100 shares each
Heroux-DevtekInc.($13.8 stopLost 15aug16) HRX 9 13.5
WestJetAirlinesLtd. 23.23 WJA 16 20.7
Buy-ins15may2016*100 shareseach
Transcontinental Inc.($16.4 stopLost 14jun16) TCL.A 14 20.9
Buy-ins15jun2016*100 shares
InterPipeline Fund 29.14 IPL.TO 21 26.2
TransForce Inc. 34.75 TFI 20 31.2
VeresenInc. 13.07 VSN 7 11.4
Buy-ins15jun2016*100 shareseach
Dundee Corporation ($6.0 stopLost 16aug16) DC-A 5 4.5
Westshore TerminalsInvestmentCorporation 25.85 WTE 12 21.2
Buy-ins15jun2016*100 shareseach
LibradorIron Ore RoyaltyCorporation 19.17 LIF.TO 8 15.7
Torex GoldResourcesInc.($25.1 stopLost 04oct16) TXG.TO 11 19.3
Buy-ins15sep2016*100 shareseach
CAE Inc. 18.69 CAE 14 17.0
H&R Real Estate InvestmentTrust 21.97 HR.UN 18 20.9
Buy-ins15oct2016*100 shareseach
Torex GoldResourcesInc.($25.1 stopLost 11nov16) TXG.TO 11 19.3
Buy-ins15nov2016*100 shareseach
NorthlandPowerInc. 23.87 FM.TO 15 21.7
TransForce Inc. 34.75 NPI 20 31.2
VeresenInc. 13.07 TFI 7 11.4
Westshore TerminalsInvestment Corporation 25.85 WTE 12 21.2
2013 TSX Portfolio Value 15 January 2017
32425.29 / 23820.00 Gain 40.0
months
36.13%
IRR pa 10.62%
Net Cash Carried after *100 shares Buy-ins 15jan2016 187.00
Net Cash on $topLoss sales *100 shares 0.00
Current Cash 187.00
Buy-ins 15jan2017*100 shares each SF
(Risk Price)
Stop/Loss
n/a
Net Cash Carried after *100 shares Buy-ins 187.00

“
Update
15 January 2017
2013 TSX Portfolio Value 15 January 2017
32425.29 / 23820.00 Gain 40.0
months
36.13%
IRR pa 10.62%
The TSX still is down -0.02% in the last 28 months, 3/4ths the interval of this portfolio. This no
longer small beer IRR percentage gain speaks loudly for unusual results of the very welcome kind.
Sextuple the rate of inflation and of bond rates offered, is great. Differentially, the ‘likeables’ have
opened a 36.15% point gap on the TSX performance, and moving. That is some small beer, by the
maths, that small beer has filled your glass! Staying in the market with proven method pays better
instead of scheming coin-tossers in the financial industry. Do not give them your cache. Buy
‘likeables’ to build your wealth by your self-directed investment, for your long term, not theirs.
There are hundreds of interested small savings investors routinely following our charitable posting
of our proprietary Risk Price (SF) data giving $toploss values, for the small investor. We get
proof, and you have the benefit of our showing that proof in real markets. Certainly, ‘large’
investors notice and are freebooting as well.
Our charity with our proprietary data provides guidance for small investor capital safety, and
liquidity hopeful of enjoying proven tendency 2 of 3 of our ‘likeables’ high AlphaSmart gain in
the long term. Keep in mind preference to have at least eight or more “likeables” equities in your
portfolio. Below find our continuing charity with a new portfolio suiting income or RRSP 201434
tax sheltered savings. Because we can, you can too.
2014 TSX “Likeables” Portfolio Value
15 September 2014
24270.00 / 24270.00 SF
(Risk Price)
Stop/Loss
See old posts for Buy-ins 15sep2014 *100 shares each
Buy-ins 15nov15 *100 shares each
CelesticaInc.($14.1 stopLoss 15jan16) CLS 13 15.0
ManitobaTelecomServicesInc. 37.20 MBT 23 33.1
The North WestCo. Inc.($27.7 stopLoss 14jan16) NWC 22 25.6
Ritchie BrosAuctinrsInc. ($34.3 stopLost 08dec15) RBA 33 47.0
RioCanREIT ($24.1 stopLost 14dec15) REI.UN 24 23.9
TransForce Inc. ($23.0 stopLost 08dec15) TFI 20 31.2
Buy-ins 15dec15 *100 shares each
CanadianAptPropertiesREIT($30.6 stopLost 11aug16) CAR.UN 26 27.8
Manulife Financial Corp.($20.1 stopLoss 04jan16) MFC 18 23.3
Ritchie BrosAuctnrsInc. ($31.5 stopLost 06jan16) RBA 33 47.0
AcadianTimberCorp.($16.3 stopLost 21jan16) ADN 17 17.0
CI Financial Corp.($27.4 stopLost 20jan16) CIX 30 26.9

“
Update
15 January 2017
CelesticaInc.($13.1 stopLost 18jan16) CLS 13 15.0
Manulife Financial Corp.($17.5 stopLost 20jan16) MFC 18 23.3
NorthlandPowerInc.($16.9 stopLost 18jan16) NPI 15 20.4
CelesticaInc.($13.0 stopLoss 06may14) CLS 13 15.0
Intertape PolymerGroupIncorporated 23.54 ITP 14 21.0
ManitobaTelecomServicesInc. 37.20 MBT 23 33.1
Maple Leaf FoodsInc.($27.9 stopLoss 10nov16) MFI 21 25.2
The North WestCo. Inc.($30.3 stopLost 16feb16) NWC 22 25.6
ParklandFuel Corp.($28.3 stopLost 07nov16) PKI 21 24.8
Transcontinental Inc.($18.6 stopLost 03may16) TCL.A 14 20.0
HudsonsBay Company ($16.26 N* run-up 15jul16) HBC 24 10.7
Pan AmericanSilverCorp. 19.77 PAA 9 16.0
CelesticaInc.($12.3 stopLoss 27jun16) CLS 13 15.0
Transcontinental Inc.($16.4 stopLost 14jun16) TCL.A 14 20.0
Buy-ins15jun2016 *100 shareseach
AeconGroup Inc. ($15.6 stopLost 02nov16) ARE 12 13.1
AlgonquinPower&Util.Corp. ($10.6 stopLost 11nov16 AQN 9 10.3
Crombie REIT($14.1 stopLoss03oct16) CRR.UN 12 12.4
The North WestCo. Inc.($28.0 stopLoss 06sep16) NWC 22 25.6
The North WestCo. Inc. ($24.2 stopLost 14nov16) NWC 22 25.6
Buy-ins15oct2016 *100 shareseach
Crombie REIT 13.36 CRR.UN 12 12.4
AirCanada 14.27 AC.TO 8 12.6
LibradorIron Ore RoyaltyCorporation 19.40 LIF.TO 8 14.0
ParklandFuel Corporation 27.50 PKI 21 24.8
PembinaPipeline Corporation 41.67 PPL 30 38.8
15 January 2017 (including dividends) / 15 September 2014
26287.15 / 24270.00 Gain 28.0
months
8.31%
IRR pa 3.48%
Though little comfort to some we can reconcile this result with comparing it is 8.33% above the
TSX which is still down -0.02% over these 28 months of bull snorts from managers with no sense
of where they are. The fund managers gossip and coin-tossing put stock prices into the sky-fall of

“
Update
15 January 2017
‘Great Rotation’ for their fees income. They do not know better. Price is not worth. Theirs is no
expertise, but con-fidence35. We do not chase zoomers but abide the long term tendency shown by
our ‘likeables’ and stay risk averse, buy-back better. They do not know Risk Price. We do.
Commodities and minerals are a heavy constituent of the TSX and naysayers nay demand is
slacking even as the US remains strong. Ooops that is their comic chorus. The sector has been very
strong over this year. Good firms with strong balance sheets deal with their business situation.
Canute could not stop the tides but let tides of gossip swirl around him, as the ‘likeables’ do, too.
We can be confident in knowing this ‘likeables’ portfolio has resisted such declining market due to
negative volatility. By adhering to tightened stoploss ‘likeables’ reset to advantage for regaining as
market players embrace the real economy is growing twice as quickly as demographic. While
those chickens flapped their wings you are poised for new flight as the dust-devils settle from the
snorting bears with more ambitions than sense. You are way ahead of their ranting and raving.
The peoples’ determined positive mood shift from sky-fall mode bodes well of market movement
to real economies contented mooing. There is still work to be done shifting the mavens’ ‘Great
Rotation’ out of the real economy’s way. The real economy is busy people adding value, building
credit into capital. That is what capitalism does, and is, building on the credit of, and created by
trading connections, adding value, that firms make cash flow. The rest is politicking to negotiate
getting close to the cash flow, for streaming into pockets serving niche interests.
Net Cash Carried after *100 shares Buy-ins 15nov2016 20.00
Net Cash on $topLoss sales *100 shares 0.00
Net Cash Carried for *100 shares Buy-ins 20.00
SF
(Risk Price)
Stop/Loss
n/a
Net Cash Carried after 15nov2016 *100 shares Buy-ins 20.00
15 January 2017 (including dividends) / 15 September 2014
26287.15 / 24270.00 Gain 28.0
months
8.31%
IRR pa 3.48%
Removal of Quantitative Eating combined with oil and gas bloat made unusual down-side
volatility in all markets in the past two years. The TSX is still down -0.02% from its September
2014, level. This portfolio is 3x better than hedge funds, far ahead of all conventional investment
though long troubled by the backwash from fund managers not knowing what to do. Our tighter

“
Update
15 January 2017
$toploss values reduced risk of loss, staying risk averse. Fund managers are unreconciled that
1.2% is positive growth in the real economy, as they look for new ‘crisis’ to churn for their fees.
Most stopped-out bounce higher in the reviving volatile market. Do not chase them, but seek new
‘likeables’ opportunities. Buy back at a better price. Stoploss is a simpler approach than skimming
for advantageous collaring options to protect your capital. Collaring of options we favour because
we know that can be very useful in adding gains for a more profitable exit36 but it requires a lot
more attention than small investors can lavish. You can save more by working at what you do best.
We loosened $toploss values as TSX recovered from under-priced commodities. We rebuild for
gain as calmer markets return. All the ‘canards’ must walk the political stage as the real economy
slowly inches its recovery forward, while absorbing other people’s abuse of ‘credit float’ in the sea
of moral hazard backwash they created in the entire Finance, Insurance and Real Estate (FIRE)
sector. Shame is theirs as that ‘churn’ of their ‘Great Rotation’ is what they know to skim more
fees for them, price ratio is but nothing about value or worth of a firm.
Engage in “likeables” save your own bacon. Because we can, you can
Equities that tend to hold their value and gain are better than cash. We like Risk Aversion, Capital
Safety and Liquidity by investing in “likeables” because we have proven that works, consistently
obtaining both low risk and high AlphaSmart gain. Market behaviour prefers the “likeables” trading
above Risk Price and bids up their price. We have proven that behaviour exists as a tendency of
investors in all markets.
The conventional investment industry cannot prove any of their assumptions underlying their
supposed methods they sell you as if theirs is “expertise”. These ‘Emperors of Their Universe’ have
no science, no clothes to dress their grift for your cache. It is just their mysticism37 as circular logic
is a spinning topic. Any tautology is just repetition until it appears to be logical. As we have shown
all they trade in is luck, 1.03 to 1 is just a coin-toss38. They really are just rolling dice and tossing
cards with your nickels. Your pocket is not their restraint, rather, they see their opportunity for their
gaming. Do not give them your pocket-book on empty promises they have never delivered.
What is the alternative to those Artful Dodgers so busy just blowing bubbles39 with cash from your
wallet40? We are that alternative, as we show, even for the small investor. Our Risk PriceTM driven
‘likeables’ investment method is proven by consistent long term portfolios gains shown by these
charity portfolios suiting small investors using stop-loss settings and by others like long running
ABCs-to-Zs and BST-BlackSwanTradingTM.
BookBuilder™ and TaxCharityTM portfolios comprise our lowest price point "likeables" we can
identify based on RiskPriceTM. It is our proprietary information driven by Risk PriceTM given by
us freely in charity enabling small investors to keep their savings growing into their own wealth.
Our method is proven with these realtime run public portfolios. Because we can, you can41.

“
Update
15 January 2017
In our Modal Geometry42 theory of the firm we make only two assumptions, clearly as follows:
1. there is a balance sheet of the firm (that the rule of law governs its information is possibly
weak assumption but at an accuracy to at least the modest degree accountants are prepared
to be responsible for); and,
2. the firm will vigorously negotiate, “what it owns” (in order to stay in business “what is
owed to it” with “what it owes” and vice versa, to make the best of what it has, that is in its
trading connections).
The Modal Geometry theory of the firm has unfolded by rigourous observation of corporate ledgers
relation to balance sheets as business process43 adds value. That is aided with logic, epistemology,
and some powerful mathematics. You have proof in these TaxCharityTM portfolios performances.
Our reasons for having any equity in our portfolios are clear, concise and consistent. ‘Likeables’
tendency demonstrates 2 of 3 ‘likeables’ gaining for the long term. This we show proof positive, in
our TaxCharityTM and BookBuilderTM portfolios continued gain. We extend our proprietary
information to small investors. Because we can, you can.
Know What You Have. Have What You Know.
Our view is risk averse. Of course we require 2&20 fees for doing that. Mail us for our help.
Hans Goetze,
Architypes Inc. architypes@gmail.com and StockTakers Limited
Head Office
647-608-2176
1 http://www.slideshare.net/HansGoetze/the-grail-and-the-goat-portfolios
2 http://riskwerk.com/2012/08/26/the-price-of-risk/
3 http://www.bloombergview.com/articles/2015-05-11/nobody-s-worried-about-too-big-to-jail-any-more
4 http://www.reuters.com/article/us-deutsche-bank-mortgages-idUSKCN11L2VQ just negotiating?
5 http://www.slideshare.net/HansGoetze/stocktakers-12-bond
6 http://www.slideshare.net/HansGoetze/stock-takers-2012-q1-bite-on-dji
7 http://www.slideshare.net/HansGoetze/the-case-for-the-can-opener-edufeb12
8 http://www.newyorker.com/online/blogs/johncassidy/2014/05/how-hedge-funds-get-away-with-it.html
9 http://riskwerk.com/2013/05/18/the-real-intelligent-investor/
10 http://riskwerk.com/2013/09/15/earnings-dont-matter-2/
11 http://riskwerk.com/2013/08/07/the-god-stock-econo-speak/
12 http://riskwerk.com/2013/10/07/bn-the-riskwerk-company-glossary/
13 https://en.wikipedia.org/wiki/Risk_management
14 Leading proponent of Modern Portfolio Theory, Peter L. Bernstein disaffected realized it was exposing investors to risk while
productiveway for making the professionals a living http://www.e-m-h.org/Bernstein1999.pdf
15 http://www.slideshare.net/HansGoetze/judge-by-company-they-keep

“
Update
15 January 2017
16 http://www.slideshare.net/HansGoetze/sisyphus-is-not-myth-2
17 http://riskwerk.com/2013/11/15/bn-cpwr-compuware-corporation/
18 https://riskwerk.com/2015/11/21/bn-extreme-economics-a-stock-chart-a-ruler-and-a-good-eye/
19 https://riskwerk.files.wordpress.com/2017/01/arbitrage4.png
20 https://riskwerk.files.wordpress.com/2017/01/exhibit-1-bn-follow-the-money-summary1.png see how this works
https://riskwerk.com/2017/01/14/bn-extreme-economics-the-winds-of-change/
21 http://riskwerk.com/2014/07/29/pi-the-process-option-pricing/
22 http://riskwerk.com/2013/08/10/the-sp-tsx-hangdog-market-3/
23 http://act.demandprogress.org/sign/bank-constitutional-right-subsudy/?source=rootstrikers&t=1&akid=4185.3068076.p0K2Wn
24 https://en.wikipedia.org/wiki/The_Intelligent_Investor
25 http://riskwerk.com/2013/05/18/the-real-intelligent-investor/
26 Price ratios are the core of the value investing, ‘fundamentals’ mantra, because it sounds intelligent. But is dumb ‘science’ of the
scammers none of whom sit on boards like Warren Buffet & Co. Latest reissue of, Benjamin Graham, TheIntelligent Investor, is
prefaced by J.C Bogle, founder of the Vanguard ETFs, most recent tranche, since 2001, Vanguard VTI, has returned only 33 cents
(losing 66 cents) of every dollar by not offsetting inflation http://www.slideshare.net/HansGoetze/dominoes-in-the-park
27 http://www.slideshare.net/HansGoetze/stocktakers-12-bond
28 http://www.slideshare.net/HansGoetze/new-bank-titheseealso below, ‘Banks had $230 billion in litigation costs’ soon rising
http://www.reuters.com/article/2015/01/13/us-banking-litigation-research-idUSKBN0KM10G20150113
29 http://www.slideshare.net/HansGoetze/medieval-diet
30 Trashing ‘ruinous competition’ was Morgan’s modus using the ‘gold standard’ as weapon after San Francisco earthquake of 1906,
igniting the 1907 panic. R. F. Bruner &, S. D. Carr, The Panic of 1907, J. Wiley, NJ, 2007, passim. Charles Barney, President of
Knickerbocker committed suicide weeks after Morgan played him out, see p 105-33. In Morgan’s gambit he locked bankers and
trusts CEOs in separate‘hostage’ rooms at his library as partners Gary and Frick corralled Teddy Roosevelt in theWhite House
while at breakfast from legislative review under 1890 Sherman Antitrust Act with USSteel resulting 66% control of entire steel
production acquiring TC&I new production efficiency innovations. Public perception hailed Morgan as thesteady hand with cash
easing thecrisis, Pujo inquiries of 1912 eroded. Morgan’s first fortune was selling to the Union misfiring rifles to maim or kill.
31 https://riskwerk.com/2016/01/07/bn-the-great-rotation-twenty-hot-canadians/
32 http://www.irs.gov/Retirement-Plans/Retirement-Plans-FAQs-regarding-SEPs
33 http://www.goodreads.com/book/show/2120659.A_Brief_History_of_the_Crimean_War
34 http://www.cra-arc.gc.ca/limits/
35 http://www.slideshare.net/HansGoetze/judge-by-company-they-keep ending2011 the FBI had open files on 2/3rds of financial
advisors the majority of whom work for banks functioning in equities trading on insider information when they can get away with it
36 https://riskwerk.files.wordpress.com/2017/01/exhibit-1-bn-follow-the-money-summary1.png see how this works
https://riskwerk.com/2017/01/14/bn-extreme-economics-the-winds-of-change/
37 http://riskwerk.com/2014/03/07/pi-sanctification/
38 http://www.slideshare.net/HansGoetze/running-markets-without-walras-and-schumpeter
39 http://riskwerk.com/2013/10/14/asset-bubbles-day-october-14-2013/
40 Banks had $230 billion in litigation costs since 2009 and another $70 billion through 2016 for trading irregularity
http://www.reuters.com/article/2015/01/13/us-banking-litigation-research-idUSKBN0KM10G20150113
41 http://www.slideshare.net/HansGoetze/the-grail-and-the-goat-portfolios
42 “TheModalGeometry of the Firm and theBalance Sheet Worth of the Trading Connections”, Ernst Goetze, 2006.
43 http://riskwerk.com/2014/03/15/pi-the-process/

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