TaxCharityTM 15dec2015

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Page 1 of 14 December 2015 © Copyright StockTakers 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 December 2015
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 and how we engage in
it is our business as society. Corporations are the form that allows engaging 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 the cash and account alone that flow. 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 as is 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

“
Update
15 December 2015
Lynch? Try the back of an envelope, 0.001% shift on $5 Trn per day in that market for five years,
$6.25 Trn. To the five banks fined $5.0 billion and firing as goats a few associates with zero
authority is the cost of doing such business. So no further examinations are deemed necessary? The
fine is 0.0008% of their $6.25 Trn taken from us. Those ‘goats’ severed will be without bonus or
benefit which will fall to the executives. 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.
Our public TaxCharityTM
and BookBuilderTM
portfolios continue unusual long term gain on our
new theory of the firm. With our 12% bond we seek accredited investors to advance the impact of
what we have proven. Meanwhile enjoy our charity to small investors, because we can.
The larger your “likeables” portfolio will tend to average 26% per annum Internal Rate of Return as
proven through the two recessions of these past 13 years. See our articles StockTakers’ 2012Q1
bite on DJI4
. and The Counter Culture: Case for a Can Opener5
. 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 oxymoron6
. 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.”
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“7
and
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, wrong8
, useless9
and harmful10
to all.
Those Emperors of those markets have no clothes to hide their jargon for the unprovable delusions
those conventions are. We help, because we can.

“
Update
15 December 2015
Our proven “likeables” behaviour pension funds like CPPIB ignore, as politicians demand you
must trust to double-down in their proven failure. There is proof Wall Street11
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. 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. All the trading history is retained in these portfolio update reports.
Stoploss settings we give allow the small investor to work on their own using our proprietary
‘likeables’ to build their wealth. We seek accredited investors, as we help the small investor.
It is essential you hold a complement of at least eight but preferably more “likeables” as your
portfolio at any time (preferably in equal blocks of 100 share multiples for 'collaring options'12
as
exit strategy we prefer using, for good reason13
). 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’ works for Capital Safety, AlphaSmartTM
gains and Liquidity.
The new 2014 portfolios got slammed into autumn market volatility due to the long heralded end of
Quantitative Eating. Stoploss settings held most of your capital safe. Much the same since April as
marketeers waffled about bonds and wobbled around resources. TSX has suffered more, but our
NYSE portfolios caught some lift. Like the cynic said, “No crisis, no sales, no fees.”
The ‘Grexit’ is just resolution of who pays for reckless British French Dutch and German banks
loans made without prudence to Greece in 2007 rekindled high volatility. Austerity never renews
economies from recession. Austerity never renews economies from recession. Those banks were
saved ‘haircuts’ in 2010 by ECB and IMF taking over those imprudent loans. The public is always
liable for the ‘Public Liability Corporation’ managers’ failure for lack of business diligence
prudence or ethics. That is the ‘Agency Problem’, the moral hazard that the ‘public’ ends up paying
to resolve. Whose ‘public’ is paying remains the issue after ECB and IMF 2010 bailing of those
banks who had been padding their ‘books’ for taking quick bonuses for themselves in 2007 by
making imprudent loans to the PIIGS weaker economies of Europe.
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 put at risk they were
entrusted for hopeful returns greater than inflation as financial marketeers promised. The financial
institutions just played Three Card Monte on client savers as usual and then just gambled which is
what their economist models actually do, the same as a coin-toss. That is whenever they are not

“
Update
15 December 2015
actually cheating by rigging interest rate markets, doubling loan spreads, vaulting insurance
premiums, and seeking insider trading deals.
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
reverted market levels to 2013 and rebounded to 2014 levels. The volatility the portfolio managers
witless delusions crated may carry-on yet again.
Our placid stoploss settings have 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 have gone to quarterly volatility to better save capital in
this meaningless gossip of mavens creating negative volatility. Oil glut has slid the TSX another -
7.91% this month to -16.55% since 2014 but the 2014 TSX “likeables” diverged and gained 1.5%.
Balance sheets did not flip-flop, but portfolio managers did, unrelated to ‘fundamentals’ of value
investing14
. All of the stocks in our public portfolios15
simply rebounded. Most can still 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.
Tax charity limits for 2014 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. 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 November 2015
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 15jul15 *100 shares each
Celldex Therapeutics Inc. ($25.8 stoploss 20jul15) CLDX 20 12.2
DR Horton Inc 31.46 DHI:US 24 30.0
Progressive Corp Ohio ($29.1 StopLost 24aug15) PGR:US 25 0.0
Buy-ins 15aug15 *100 shares each
Ciena Corp. ($22.9 StopLost 20aug15) CIEN:US 17 18.4
Concert Pharma Inc. ($22.1 StopLost 21oct15) CNCE 14 18.4
Buy-ins 15sep15 *100 shares each
Alon USA Energy Inc. ($15.7 StopLost 21oct15) ALJ:US 12 13.6
Aircastle Ltd. ($22.2 StopLost 16oct15) AYR:US 14 19.2
Ciena Corp. ($22.4 $topLoss 10dec15) 22.40 CIEN:US 17 18.4
E Trade Financial Corp 30.24 ETFC:US 18 28.9

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Update
15 December 2015
OmniVision Tech. Inc. ($27.5 StopLost 10dec15) 27.50 OVTI:US 20 27.5
Zoetis Inc. ($41.4 StopLost 28sep15) ZTS 35 44.6
Buy-ins 15oct15 *100 shares each
Conagra Foods Inc 39.61 CAG:US 29 38.2
Buy-ins 15nov15 *100 shares each
Albany Molecular Research Incorporated 19.81 AMRI 15 18.7
NTT DoCoMo Inc. ADS 19.29 DCM:US 15 18.3
Taiwan Semiconductor Manufacturing Co.... 22.82 TSM:US 18 21.8
Current NYSE 2012 Portfolio Value
15 December 2015 (including dividends) / 01 December 2012
22106.60 / 15214.00 Gain 36.5
months
45.30%
IRR pa 13.07%
Net Cash Carried after 15oct15 Buy-ins *100 shares 13.00
Net Cash * after 100 shares CIEN OVTI sales 4990.00
Current Cash 5003.00
AMN Healthcare Services Incorporated 29.37 AHS 14 26.9
Ciena Corp 19.35 CIEN:US 17 18.4
Net Cash Forward after Buy-ins *100 shares 131.00
Cash Dividends earned 123.20
Total Cash Available 154.20
Current NYSE 2012 Portfolio Value
15 December 2015 (including dividends) / 01 December 2012
22106.60 / 15214.00 Gain 36.5
months
45.30%
IRR pa 13.07%
(Pending Need for Change or investing new Savings)
Alon USA Energy Incorporated 15.03 ALJ:US 12 15.0
Bemis Co Inc 45.51 BMS 40 45.5
CSX Corporation 26.29 CSX 26 26.3
Dreamworks Animation SKG Incorporated 25.32 DWA:US 21 25.3
HollyFrontier Corporation 41.07 HFC:US 41 41.1
Vigilance while these below are nearing or still trading below Risk Price are not yet “likeables” so are still
not risk averse buy-ins.
Bloomin' Brands, Inc. 16.62 BLMN 20 16.6
Cabot Oil & Gas Corp 15.03 COG:US 34 15.0
Twenty-First Century Fox Incorporated 27.34 FOXA:US 32 27.3
Unisys Corporation 11.06 UIS:US 22 11.1

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Update
15 December 2015
USA ROTH/IRA 2013 limit 17800.00
See old posts for Buy-ins 15sepl2013 *100 shares each
CMS Energy Corp. ($35.0 $topLoss 13nov15) CMS:US 27 34.3
Cisco Systems Inc. ($27.2 $topLoss 13nov15) CSCO 23 25.9
eBay Inc. 28.31 EBAY:US 20 27.3
Morgan Stanley ($26.4 $topLoss 19oct15) MS:US 31 31.5
Schwab Charles Corp. ($28.3 $topLoss 28sep15) SCHW:US 18 31.9
WhiteWave Foods Co. ($42.6 stopLoss 28sep15) WWAV:US 30 35.2
General Growth Propts Inc. ($42.6 stopLoss 13nov15) GGP:US 20 25.4
Hologic Inc, 38.50 HOLX:US 20 36.4
XL Group 38.27 XL:US 30 36.4
Federated Investors Inc. ($30.0 $topLoss 08dec15) 30.00 FII:US 27 27.7
General Electric Company 30.32 GE 20 28.8
Juniper Networks Inc. 29.18 JNPR:US 21 27.9
NIVIDIA Corp 32.97 NVDA:US 18 31.2
USA ROTH/IRA 2013 Portfolio 15 December
2015 (including dividends) / 15 September 2013
26811.10 / 17800.00 Gain 27.0
months
50.62%
IRR pa 19.96%
Net Cash Forward after Buy-ins *100 shares) 77.00
Net Cash * on $toploss FII *100 shares 3000.00
Buy-ins 15dec2015 *100 shares each
Federated Investors Inc 28.75 FII:US 27 27.7
Net Cash Forward after Buy-ins 15aug15 *100 shares) 202.00
Dividends earned 443.70
26811.10 / 17800.00 Gain 27.0
months
50.62%
IRR pa 19.96%
There are hundreds of interested small savings investors routinely following these charitable posts
of our proprietary Risk Price (SF) information giving $toploss values as guidance for small
investor capital safety, and liquidity 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

“
Update
15 December 2015
eight or more “likeables” equities in your portfolio.
Our historic results are based on the entire market partitioned with Risk Price (SF) information.
Smaller sample portfolios can deviate be erratic with outliers and under performers. As a group our
TaxCharityTM
tend to prove our method. The past year has been a trough for investors as the real
economy slowly absorbs 2008, as props of QE were withdrawn and the market lost its marbles.
Below find our continuing charity with a new portfolio suiting income or IRA 201416
tax sheltered
savings. 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
Buy-ins 15jun2015 *100 shares each
Buy-ins 15jul2015 *100 shares each
Maxim Integ. Prods Inc. ($32.3 $topLoss 20aug15) MXIM 25 36.6
UBS AG ($21.2 $topLoss 21aug15) UBS:US 17 17.8
Buy-ins 15augl2015 *100 shares each
JetBlue Airways Corp. ($21.3 $topLoss 24aug15) JBLU 10 21.7
Vector Group Inc. ($23.9 $topLoss 21aug15) VGR:US 14 22.5
Activision Blizzard Inc. 38.71 ATVI:US 18 36.2
Ciena Corp. ($22.4 $topLoss 10dec15) 22.40 CIEN:US 17 18.4
E Trade Financial Corp 30.24 ETFC:US 18 28.9
H&R Block Inc, ($34.6 $topLoss 08dec15) 34.60 HRB:US 30 31.7
UBS AG ($19.0 $topLoss 13nov15) UBS:US 17 17.8
Unum Group ($34.8 $topLoss 03dec15) 34.80 UNM:US 22 32.9
Vector Group Inc. ($23.2 $topLoss 11dec15) 23.20 VGR:US 14 22.5
Pitney Bowes Inc. ($19.6 $topLoss 11dec15) 19.60 PBI:US 16 18.8
23782.50 / 23000.00 Gain 15.0
months
3.40%
Net Cash * after sale CIEN HRB PBI UNM VGR *100
shares
13460.00
Ciena Corp 19.35 CIEN:US 17 18.4
H&R Block Inc 32.64 HRB:US 30 31.7
Pitney Bowes Inc 19.61 PBI:US 16 18.8

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Update
15 December 2015
Unum Group 33.89 UNM:US 22 32.9
AMN Healthcare Services Incorporated 29.37 AHS 14 26.9
23782.50 / 23000.00 Gain 15.0
months
3.40%
Removal of Quantitative Eating and oil and gas bloat made unusual down-side volatility in all
markets since autumn 2014. Evidence is markets do not price-in even the well advertised such as
demise of QE market support. , in such a ‘sea-change’ near all stoplosses were triggered. Time to
recover, rebuild for gain. The past Spring gossip flooded on resolution of who pays for reckless
British. French. Dutch and German banks loans made without prudence to Greece in 2007 (as they
and Wall Street had to all the PIIGS) rekindled high volatility.
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. Greece now has
been given some ‘jubilee’ but not much.
China’s princelings made their booty so now is time the rest of its people pay as infrastructure
bonanzas work out. It has been a rough year of gossip driven volatility overturning modest gains in
the real economy. Putin plays middle east politics raising world oil price needed for his exports.
We will see more of oil energy as lever in plunder politics.
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 are extending a small part of our proprietary information as charity suiting small investors’
needs for their small portfolios. 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 November 2015
TSX Value 22K Firms 2012 RRSP Tax
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
Progressive Waste Sol’ns Ltd. ($34.0 stopLost 20oct15) BIN 30 28.6

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Update
15 December 2015
Canadian Aprtmt Prop. REIT ($26.9 stopLost 29oct15) CAR.UN 26 25.5
Element Financial Corp. ($18 stopLost 24aug15) EFN 12 15.5
Gildan Activewear Inc. ($38.7 stopLost 26oct15) GIL 32 38.1
Maple Leaf Foods Inc. ( $20.1 stopLost 12nov15) MFI 15 21.2
Stantec Inc. 34.24 STN 25 33.0
Allied Properties REIT ($33.3 stopLost 04nov15) AP.UN 31 30.6
Allied Properties REIT ($32.2 stopLost 19nov15) 32.20 AP.UN 31 30.6
Davis + Henderson Corp. ($30.9 stopLost 09dec15) 30.90 DH 29 28.8
Element Financial Corp. ($16.7 stopLost 02dec15) 16.70 EFN 12 15.5
Gildan Activewear Inc. 40.09 GIL 32 38.1
Granite REIT 37.46 GRT.UN 34 36.3
Keyera Corp. ($38.0 stopLost 09dec15) 38.00 KEY 39 36.6
Maple Leaf Foods Inc. 22.05 MFI 15 21.2
TSX 2012 Portfolio Value 15 December 2015
(including dividends) / 01 December 2012
26222.39 / 20235.00 Gain 36.5
months
29.63%
IRR pa 8.91%
Net Cash Carried after *100 shares Buy-ins 15oct15 67.00
Net Cash * after 100 shares (stoplost AP-UN DH EFN
KEY )
11780.00
Allied Properties Real Estate Investment Trust 31.88 AP.UN 31 30.6
Davis + Henderson Corporation 30.64 DH 29 28.8
Element Financial Corporation 16.36 EFN 12 15.5
Keyera Corp. 37.91 KEY 39 36.6
Net Cash Carried after *100 shares Buy-ins 168.00
TSX 2012 Portfolio Value 15 December 2015
(including dividends) / 01 December 2012
26222.39 / 20235.00 Gain 36.5
months
29.63%
IRR pa 8.91%
(Pending Need for Change or investing new Savings)
Emera Incorporated 41.95 EMA 36 40.7
Canfor Corporation 19.16 CFP 19 17.1
Thomson Reuters Corporation 53.19 TRI 40 51.9

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Update
15 December 2015
Vigilance while these below are near or still trading below Risk Price are not yet “likeables” so are still not
risk averse buy-ins.
Aecon Group Inc. 14.65 ARE 14 13.2
Artis Real Estate Investment Trust 13.12 AX.UN 14 11.9
Jean Coutu Group (PJC) Inc. (The) 18.25 PJC.A 19 16.5
Crombie Real Estate Investment Trust 12.64 CRR.UN 0 12.5
Inter Pipeline Fund 23.64 IPL.TO 24 19.3
Peyto Exploration & Development Corp. 27.86 PEY 34 21.2
Potash Corporation of Saskatchewan Inc. 27.08 POT 40 21.3
Canadian 2013 RRSP limit 23820.00
MTY Food Group Inc.( $29.7 stopLost 16nov15) 29.70 MTY 26 30.6
Ritchie Bros Auctioneers Inc. ($34.5 stopLost 18sep15) RBA 24 31.5
Quebecor Inc. 33.77 QBR.B 25 32.6
Smart REIT ($30.7 stopLost 11dec15) 30.70 SRU-UN 25 29.8
Stantec Inc. 34.24 STN 25 33.0
Toromont Ind’s Ltd. ($30.3 stopLost 13nov15) TIH 26 29.6
Fortis Inc. ($37.3 stopLost 13nov15) FTS 35 35.9
Metro Inc 39.21 MRU 22 37.8
CI Financial Corp. 30.23 CIX 30 29.2
Great-West Lifeco Inc. ($33.9 stopLost 14dec15) 33.90 GWO 28 33.1
Power Corp. of Canada ($28.6 stopLost 14dec15) 28.60 POW 25 27.6
2013 TSX Portfolio Value 15 December 2015
(including dividends) / 15 September 2013
26890.87 / 23820.00 Gain 27.0
months
12.89%
IRR pa 5.54%
Net Cash Carried after *100 shares Buy-ins 15aug2015 100.00
Net Cash on $topLoss MTY SRU-UN GWO POW *100 shares 12290.00
Progressive Waste Solutions Ltd. 29.95 BIN 30 28.6
Industrial Alliance Ins. Fin. Srvs. Inc. 44.77 IAG 39 43.7
Northland Power Inc. 17.50 NPI 15 17.0
SmartREIT 30.77 SRU.UN 25 29.8
Net Cash Carried after *100 shares Buy-ins 91.00

“
Update
15 December 2015
2013 TSX Portfolio Value 15 December 2015
(including dividends) / 15 September 2013
26890.87 / 23820.00 Gain 27.0
months
12.89%
IRR pa 5.54%
There are hundreds of interested small savings investors routinely following these charitable posts
of our proprietary Risk Price (SF) data giving $toploss values as guidance for small investor
capital safety, and liquidity hopeful of enjoying the proven tendency 2 of 3 of our “likeables” earn
high AlphaSmart gain in the long term. Keeping 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 201417
tax sheltered savings. Because we can, you can too.
2014 TSX “Likeables” Portfolio Value
15 September 2014
24270.00 / 24270.00
Acadian Timber Corp. ($18.4 stopLost 29oct15) ADN 12 18.8
Hudsons Bay Co. ($20.5 stopLost 28sep15) HBC 18 16.5
Quebecor Inc. 33.77 QBR.B 25 32.6
RioCan REIT ($25.2 stopLost 04nov15) REI.UN 24 23.9
Saputo Inc. 31.96 SAP 30 30.8
Toromont Ind’s Ltd. ($30.3 stopLost 13nov15) TIH 26 29.6
Celestica Inc. ($16.1 stopLoss 21oct15) CLS 10 14.1
Fortis Inc. ($37.3 stopLost 13nov15) FTS 35 35.9
Celestica Inc. 14.80 CLS 10 14.1
Manitoba Telecom Services Inc. 29.03 MBT 27 28.2
The North West Company Inc. 28.52 NWC 22 27.7
Ritchie Bros Auctinrs Inc. ($34.3 stopLost 08dec15) 34.30 RBA 24 31.5
RioCan REIT ($24.1 stopLost 14dec15) 24.10 REI.UN 24 23.9
TransForce Inc. ($23.0 stopLost 08dec15) 23.00 TFI 21 21.6
15 December 2015 (including dividends) / 15 September 2014
22387.60 / 24270.00 Gain 15.0
months
-7.76%
Though little comfort we can reconcile this result with comparing the TSX is down -16.55% over
these 15 months. We can be confident in knowing this “likeables” portfolio has resisted such
declining market by rising 1.5% in this past month while TSX further declined -7.91% due

“
Update
15 December 2015
negative volatility. By adhering to tightened stoploss “likeables” is reset to advantage for regaining
as market players embrace the real economy is growing twice as quickly as demographic.
Net Cash Carried after *100 shares Buy-ins 15oct2015 12.00
Net Cash on $topLoss sales RBA REI-UN TFI *100 shares 15420.00
Net Cash Carried for *100 shares Buy-ins 15432.00
Canadian Apartment Properties REIT 26.46 CAR.UN 26 25.5
Manulife Financial Corporation 20.68 MFC 20 20.1
Ritchie Bros Auctioneers Incorporated 32.82 RBA 24 31.5
Net Cash Carried after 15dec2015 *100 shares Buy-ins 213.00
15 December 2015 (including dividends) / 15 September 2014
22387.60 / 24270.00 Gain 15.0
months
-7.76%
Removal of Quantitative Eating combined with oil and gas bloat has made unusual down-side
volatility in all markets, to which now older Greece and China issues added spooky gossip, a ‘sea-
change’, of stoplosses were triggered again. The TSX has still not regained its September 2014,
level Our tightwe $toploss values reduce risk of loss. Most stopped out just rebound. Stoploss is a
simpler approach than skimming for advantageous collaring options to protect your capital, instead
of working at what you do best. That collaring of options can be very useful in added gains but it
requires a lot more attention than small investors can lavish. It is not time to loosen the easily
managed $toploss values to recover, but again we must rebuild for gain when calmer markets
return. All the ‘canards’ must walk the political stage while the real economy slowly inches its
recovery forward, while absorbing other peoples abuse of ‘credit float’ in the sea of moral hazard
backwash they created.
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.

“
Update
15 December 2015
The conventional investment industry cannot prove any of their assumptions underlying their
supposed methods they sell you as if theirs is “expertise”. It is just their mysticism18
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-toss19
. 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 bubbles20
with cash from your
wallet21
? 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
freely in charity enabling small investors to keep their savings growing into their own wealth. Our
method is proven. Because we can, you can22
.
In our Modal Geometry23
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 process24
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 hg.stocktaker@gmail.com
Head Office

“
Update
15 December 2015
76 Midridge Close SE
Calgary, AB
T2X 1G1
351 Chemin Boulanger
Sutton, PQ
J0E 2K0
450 538-1270
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.slideshare.net/HansGoetze/stock-takers-2012-q1-bite-on-dji
5
http://www.slideshare.net/HansGoetze/the-case-for-the-can-opener-edufeb12
6
http://www.newyorker.com/online/blogs/johncassidy/2014/05/how-hedge-funds-get-away-with-it.html
7
http://riskwerk.com/2013/05/18/the-real-intelligent-investor/
8
http://riskwerk.com/2013/09/15/earnings-dont-matter-2/
9
http://riskwerk.com/2013/08/07/the-god-stock-econo-speak/
10
http://riskwerk.com/2013/10/07/bn-the-riskwerk-company-glossary/
11
http://riskwerk.com/2013/11/15/bn-cpwr-compuware-corporation/
12
http://riskwerk.com/2014/07/29/pi-the-process-option-pricing/
13
http://riskwerk.com/2013/08/10/the-sp-tsx-hangdog-market-3/
14
https://en.wikipedia.org/wiki/The_Intelligent_Investor
15
http://riskwerk.com/2013/05/18/the-real-intelligent-investor/
16
http://www.irs.gov/Retirement-Plans/Retirement-Plans-FAQs-regarding-SEPs
17
http://www.cra-arc.gc.ca/limits/
18
http://riskwerk.com/2014/03/07/pi-sanctification/
19
http://www.slideshare.net/HansGoetze/running-markets-without-walras-and-schumpeter
20
http://riskwerk.com/2013/10/14/asset-bubbles-day-october-14-2013/
21
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
22
http://www.slideshare.net/HansGoetze/the-grail-and-the-goat-portfolios
23
“The Modal Geometry of the Firm and the Balance Sheet Worth of the Trading Connections”, 2006, unpublished but available
from the author.
24
http://riskwerk.com/2014/03/15/pi-the-process/

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