Investment Theme for 20180104

Is there an investment theme for 2018?

1. Tech
2. Material
3. Industrial

Symbol Company Price Yield   Price Yield YTD % Chg NYSE / NASDAQ The 2017 Dogs of the Dow are listed in blue on 12/31/17 on 12/31/17   on 1/4/18 on 1/4/18 See Note 1 GE General Electric 17.45 2.75%   18.53 2.59% 6.2% IBM International Business Machines 153.42 3.91% 161.70 3.71% 5.4% DWDP DowDuPont 71.22 2.13%   74.45 2.04% 4.5% DIS Disney 107.51 1.56% 112.23 1.50% 4.4% XOM ExxonMobil 83.64 3.68% 86.82 3.55% 3.8% CVX Chevron 125.19 3.45% 128.11 3.37% 2.3% UTX United Technologies 127.57 2.19% 130.45 2.15% 2.3% AAPL Apple 169.23 1.49%   173.03 1.46% 2.2% JPM JP Morgan Chase 106.94 2.09% 109.04 2.05% 2.0% MSFT Microsoft 85.54 1.96% 87.11 1.93% 1.8% UNH Unitedhealth Group 220.46 1.36% 224.45 1.34% 1.8% V Visa 114.02 0.68% 116.08 0.67% 1.8% CSCO Cisco Systems 38.30 3.03% 38.99 2.98% 1.8% PFE Pfizer 36.22 3.75%   36.79 3.70% 1.6% AXP American Express 99.31 1.41% 100.85 1.39% 1.6% NKE Nike 62.55 1.28% 63.44 1.26% 1.4% MMM 3M 235.37 2.00% 238.71 1.97% 1.4% MRK Merck 56.27 3.41%   57.05 3.37% 1.4% CAT Caterpillar 157.58 1.98% 159.44 1.96% 1.2% MCD McDonald's 172.12 2.35% 173.70 2.33% 0.9% GS Goldman Sachs 254.76 1.18% 256.83 1.17% 0.8% WMT Wal-Mart 98.75 2.07% 99.54 2.05% 0.8% BA Boeing 294.91 2.32% 296.67 2.31% 0.6% JNJ Johnson & Johnson 139.72 2.40% 140.55 2.39% 0.6% HD Home Depot 189.53 1.88% 190.51 1.87% 0.5% KO Coca-Cola 45.88 3.23% 46.08 3.21% 0.4% VZ Verizon 52.93 4.46%   52.60 4.49% -0.6% PG Procter & Gamble 91.88 3.00% 91.18 3.03% -0.8% TRV The Travelers Companies 135.64 2.12% 132.40 2.18% -2.4% INTC Intel 46.16 2.36% 44.43 2.45% -3.7% Index Description Price Avg Yield Price Avg Yield YTD % Chg