S&P 500 Consumer Discretionary Index

S&P US Luxury Top 10: Value Investment Strategy

TOP Value Investment Strategy	VALUEVVV		GROWTHVV		SAFETYVV		COMBINED
1. Kohl's (XXL, US) ☀  Department Stores
1. Kohl's (XXL, US) ☀   Department Stores	n/a		n/a		n/a		n/a
2. Macy's (XXL, US) ☀  Department Stores
2. Macy's (XXL, US) ☀   Department Stores	n/a		n/a		n/a		n/a
3. Goodyear (XXL, US) ☀  Tires & Rubber
3. Goodyear (XXL, US) ☀   Tires & Rubber	n/a		n/a		n/a		n/a
4. Carnival Corp (XXL, US) ☀  Hotels, Resorts & Cruise Lines
4. Carnival Corp (XXL, US) ☀   Hotels, Resorts & Cruise Lines	n/a		n/a		n/a		n/a
5. Nordstrom (XXL, US) ☀  Department Stores
5. Nordstrom (XXL, US) ☀   Department Stores	n/a		n/a		n/a		n/a
6. Hanesbrands (XL, US) ☀  Apparel, Accessories, Luxury
6. Hanesbrands (XL, US) ☀   Apparel, Accessories, Luxury	n/a		n/a		n/a		n/a
7. Gap (XXL, US) ☀  Apparel Retail
7. Gap (XXL, US) ☀   Apparel Retail	n/a		n/a		n/a		n/a
8. Harley-Davidson (XL, US)  Motorcycle Manufacturers
8. Harley-Davidson (XL, US)   Motorcycle Manufacturers	n/a		n/a		n/a		n/a
9. Ford (XXL, US) ☀  Automobile Manufacturers
9. Ford (XXL, US) ☀   Automobile Manufacturers	n/a		n/a		n/a		n/a
10. Whirlpool (XXL, US) ☀  Household Appliances
10. Whirlpool (XXL, US) ☀   Household Appliances	n/a		n/a		n/a		n/a

July 5, 2019. Top 10s are published weekly by Top 10 schedule. (Free Stock Update)

S&P US Luxury Top 10: Growth Investment Strategy

TOP 10 Growth Investment Strategy	VALUEVVV		GROWTHVV		SAFETYVV		COMBINED
1. Amazon.com (XXL, US) ☀   Internet Retail
1. Amazon.com (XXL, US) ☀   Internet Retail	n/a		n/a		n/a		n/a
2. Booking Holdings (XL, US)   Hotels, Resorts & Cruise Lines
2. Booking Holdings (XL, US)   Hotels, Resorts & Cruise Lines	n/a		n/a		n/a		n/a
3. Genuine Parts (XXL, US) ☀   Distributors
3. Genuine Parts (XXL, US) ☀   Distributors	n/a		n/a		n/a		n/a
4. Lennar (XXL, US) ☀   Homebuilding
4. Lennar (XXL, US) ☀   Homebuilding	n/a		n/a		n/a		n/a
5. Ulta (XL, US) ☀   Specialty Stores
5. Ulta (XL, US) ☀   Specialty Stores	n/a		n/a		n/a		n/a
6. Dollar General (XXL, US)   General Merchandise Stores
6. Dollar General (XXL, US)   General Merchandise Stores	n/a		n/a		n/a		n/a
7. Aptiv (XXL, GB)   Auto Parts & Equipment
7. Aptiv (XXL, GB)   Auto Parts & Equipment	n/a		n/a		n/a		n/a
8. PulteGroup (XXL, US) ☀   Homebuilding
8. PulteGroup (XXL, US) ☀   Homebuilding	n/a		n/a		n/a		n/a
9. TJX Companies (XXL, US) ☀   Apparel Retail
9. TJX Companies (XXL, US) ☀   Apparel Retail	n/a		n/a		n/a		n/a
10. Garmin (XL, US) ☀   Consumer Electronics
10. Garmin (XL, US) ☀   Consumer Electronics	n/a		n/a		n/a		n/a

July 5, 2019. Top 10s are published weekly by Top 10 schedule. (Free Stock Update)

S&P US Luxury Top 10: Safety Investment Strategy

TOP 10 Safety Investment Strategy	VALUEVVV		GROWTHVV		SAFETYVV		COMBINED
1. Foot Locker (XL, US) ☀   Apparel Retail
1. Foot Locker (XL, US) ☀   Apparel Retail	n/a		n/a		n/a		n/a
2. Advance Auto Parts (XL, US) ☀   Automotive Retail
2. Advance Auto Parts (XL, US) ☀   Automotive Retail	n/a		n/a		n/a		n/a
3. Ross Stores (XXL, US)   Apparel Retail
3. Ross Stores (XXL, US)   Apparel Retail	n/a		n/a		n/a		n/a
4. Ulta (XL, US) ☀   Specialty Stores
4. Ulta (XL, US) ☀   Specialty Stores	n/a		n/a		n/a		n/a
5. Gap (XXL, US) ☀   Apparel Retail
5. Gap (XXL, US) ☀   Apparel Retail	n/a		n/a		n/a		n/a
6. Garmin (XL, US) ☀   Consumer Electronics
6. Garmin (XL, US) ☀   Consumer Electronics	n/a		n/a		n/a		n/a
7. Tractor Supply (XXL, US) ☀   Specialty Stores
7. Tractor Supply (XXL, US) ☀   Specialty Stores	n/a		n/a		n/a		n/a
8. Chipotle (XL, US)   Restaurants
8. Chipotle (XL, US)   Restaurants	n/a		n/a		n/a		n/a
9. Ralph Lauren (XL, US) ☀   Apparel, Accessories, Luxury
9. Ralph Lauren (XL, US) ☀   Apparel, Accessories, Luxury	n/a		n/a		n/a		n/a
10. Best Buy (XXL, US) ☀   Electronics Retail
10. Best Buy (XXL, US) ☀   Electronics Retail	n/a		n/a		n/a		n/a

July 5, 2019. Top 10s are published weekly by Top 10 schedule. (Free Stock Update)

S&P US Luxury Top 10: Combined Investment Strategy

TOP 10 Combined Investment Strategy	VALUEVVV		GROWTHVV		SAFETYVV		COMBINED
1. Gap (XXL, US) ☀   Apparel Retail
1. Gap (XXL, US) ☀   Apparel Retail	n/a		n/a		n/a		n/a
2. Foot Locker (XL, US) ☀   Apparel Retail
2. Foot Locker (XL, US) ☀   Apparel Retail	n/a		n/a		n/a		n/a
3. Lennar (XXL, US) ☀   Homebuilding
3. Lennar (XXL, US) ☀   Homebuilding	n/a		n/a		n/a		n/a
4. PulteGroup (XXL, US) ☀   Homebuilding
4. PulteGroup (XXL, US) ☀   Homebuilding	n/a		n/a		n/a		n/a
5. Ulta (XL, US) ☀   Specialty Stores
5. Ulta (XL, US) ☀   Specialty Stores	n/a		n/a		n/a		n/a
6. Kohl's (XXL, US) ☀   Department Stores
6. Kohl's (XXL, US) ☀   Department Stores	n/a		n/a		n/a		n/a
7. TJX Companies (XXL, US) ☀   Apparel Retail
7. TJX Companies (XXL, US) ☀   Apparel Retail	n/a		n/a		n/a		n/a
8. Garmin (XL, US) ☀   Consumer Electronics
8. Garmin (XL, US) ☀   Consumer Electronics	n/a		n/a		n/a		n/a
9. Ralph Lauren (XL, US) ☀   Apparel, Accessories, Luxury
9. Ralph Lauren (XL, US) ☀   Apparel, Accessories, Luxury	n/a		n/a		n/a		n/a
10. Macy's (XXL, US) ☀   Department Stores
10. Macy's (XXL, US) ☀   Department Stores	n/a		n/a		n/a		n/a

July 5, 2019. Top 10s are published weekly by Top 10 schedule. (Free Stock Update)

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Top 10 lists may contain fewer than 10 stocks due to Obermatt’s top 10 quality standards.

Top 10 Stocks from the purely fact-based Obermatt Method in the stock index S&P 500 Consumer Discretionary Index from July 5, 2019.