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| Charles B. Carlson, CFA |
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The portfolios below show performance for 2009.
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. | 12/31/09 | 1 Stock Portfolio | % Chg. | |
| General Motors Corp | -100.0 | General Motors Corp | -100.0 | ||
| Portfolio | -100.0 | Portfolio | -100.0 | ||
| 3 Stock Portfolio | % Chg. | 3 Stock Portfolio | % Chg. | ||
| General Motor Corp | -100.0 | General Motor Corp | -100.0 | ||
| Citigroup Inc | -50.5 | Citigroup Inc | -50.5 | ||
| Alcoa Inc | 47.4 | Alcoa Inc | 47.4 | ||
| Portfolio | -34.4 | Portfolio | -34.4 | ||
| 5 Stock Portfolio | % Chg. | 5 Stock Portfolio | % Chg. | ||
| General Motors Corp | -100.0 | General Motors Corp | -100.0 | ||
| Citigroup Inc | -50.5 | Citigroup Inc | -50.5 | ||
| Alcoa Inc | 47.4 | Alcoa Inc | 47.4 | ||
| Bank of America Corp | 7.5 | Bank of America Corp | 7.5 | ||
| American Express Co | 126.1 | American Express Co | 126.1 | ||
| Portfolio | 6.1 | Portfolio | 6.1 | ||
| 10 Stock Portfolio | % Chg. | 10 Stock Portfolio | % Chg. | ||
| General Motors Corp | -100.0 | General Motors Corp | -100.0 | ||
| Citigroup Inc | -50.5 | Citigroup Inc | -50.5 | ||
| Alcoa Inc | 47.4 | Alcoa Inc | 47.4 | ||
| Bank of America Corp | 7.5 | Bank of America Corp | 7.5 | ||
| American Express Co | 126.1 | American Express Co | 126.1 | ||
| General Electric Co | -1.7 | General Electric Co | -1.7 | ||
| Boeing Co | 31.7 | Du Pont | 41.0 | ||
| Merck & Co | 26.7 | Boeing | 31.7 | ||
| Microsoft Corp | 60.5 | Caterpillar Inc | 33.1 | ||
| Intel Corp | 43.9 | Intel Corp | 43.9 | ||
| Portfolio | 19.2 | Portfolio | 17.8 | ||
| Note: General Motors filed bankruptcy on June 1st and no longer trades. | |||||
| Dow Jones Industrial YTD Performance: 22.7 | |||||
| Performance History | |||||