On Tuesday, February 6, Brian LeBlanc successfully pitched Humana (HUM) to be added into the SMIF portfolio. He is confident that Humana has strategically positioned itself to generate strong growth in the Medicare Advantage (MA) segment going forward. With Medicare Advantage projected to increase 30% in the next 12 months, Humana is likely to see positive figures as more than 70 percent of their revenue is generated from their MA segment. With nearly all of their revenue generated in the United States, they stand to capitalize on the lower corporate tax rate. This investment diversifies the SMIF portfolio by selling out of Cigna (CI), which is far more correlated to United Healthcare (UNH) than Humana. The class unanimously approved the motion to purchase 30 shares of HUM at market price, funded through the sale of Cigna and XLV. This purchase rebalanced the healthcare sector of the SMIF portfolio to the class target.