|
|
|
|
|
||
| Charles B. Carlson, CFA |
       |
|
The portfolios below show performance for 2008.
Investments are spread equally among the stocks in each portfolio. The Results here are total-return numbers. |
| Price Change Portfolios | Data as of: | Close Ratio Portfolios | |||
| 1 Stock Portfolio | % Chg. | 12/31/08 | 1 Stock Portfolio | % Chg. | |
| Citigroup | -76.0 | Citigroup | -76.0 | ||
| Portfolio | -76.0 | Portfolio | -76.0 | ||
| 3 Stock Portfolio | % Chg. | 3 Stock Portfolio | % Chg. | ||
| Citigroup | -76.0 | Citigroup | -76.0 | ||
| Home Depot | -11.5 | General Motors | -86.9 | ||
| General Motors | -86.9 | Home Depot | -11.5 | ||
| Portfolio | -58.1 | Portfolio | -58.1 | ||
| 5 Stock Portfolio | % Chg. | 5 Stock Portfolio | %% Chg. | ||
| Citigroup | -76.0 | Citigroup | -76.0 | ||
| Home Depot | -11.5 | General Motors | -86.9 | ||
| General Motors | -86.9 | Home Depot | -11.5 | ||
| American Int'l Group | -97.3 | American Express | -63.7 | ||
| American Express | -63.7 | American Int'l Group | -97.3 | ||
| Portfolio | -67.1 | Portfolio | -67.1 | ||
| 10 Stock Portfolio> | % Chg. | 10 Stock Portfolio | % C% Chg. | ||
| Citigroup | -76.0 | Citigroup | -76.0 | ||
| Home Depot | -11.5 | General Motors | -86.9 | ||
| General Motors | -86.9 | Home Depot | -11.5 | ||
| American Int'l Group | -97.3 | American Express | -63.7 | ||
| American Express | -63.7 | American Int'l Group | -97.3 | ||
| Pfizer | -16.9 | Du Pont | -40.2 | ||
| JP Morgan Chase | -25.1 | Pfizer | -16.9 | ||
| Du Pont | -40.2 | Boeing | -50.0 | ||
| Disney | -28.6 | JP Morgan Chase | -25.1 | ||
| Boeing | -50.0 | Disney | -28.6 | ||
| Portfolio | -49.6 | Portfolio | -49.6 | ||
| Dow Jones Industrial Performance: -31.9 | |||||