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| Charles B. Carlson, CFA |
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The portfolios below show performance for 2010.
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. | 12/31/2010 | 1 Stock Portfolio | % Chg. | |
| Exxon Mobil (XOM) | 10.1 | Exxon Mobil (XOM) | 10.1 | ||
| Portfolio | 10.1 | Portfolio | 10.1 | ||
| 3 Stock Portfolio | % Chg. | 3 Stock Portfolio | % Chg. | ||
| Exxon Mobil (XOM) | 10.1 | Exxon Mobil (XOM) | 10.1 | ||
| General Electric (GE) | 24.3 | Kraft Foods (KFT) | 20.4 | ||
| Wal-Mart Stores (WMT) | 3.2 | Wal-Mart Stores (WMT) | 3.2 | ||
| Portfolio | 12.5 | Portfolio | 11.3 | ||
| 5 Stock Portfolio | % Chg. | 5 Stock Portfolio | % Chg. | ||
| Exxon Mobil (XOM) | 10.1 | Exxon Mobil (XOM) | 10.1 | ||
| General Electric (GE) | 24.3 | Kraft Foods (KFT) | 20.4 | ||
| Wal-Mart Stores (WMT) | 3.2 | Wal-Mart Stores (WMT) | 3.2 | ||
| Verizon Communications (VZ) | 22.6 | JPMorgan Chase (JPM) | 2.3 | ||
| Procter & Gamble (PG) | 9.4 | Bank of America (BAC) | -11.2 | ||
| Portfolio | 13.9 | Portfolio | 5.0 | ||
| 10 Stock Portfolio | % Chg. | 10 Stock Portfolio | % Chg. | ||
| Exxon Mobil (XOM) | 10.1 | Exxon Mobil (XOM) | 10.1 | ||
| General Electric (GE) | 24.3 | Kraft Foods (KFT) | 20.4 | ||
| Wal-Mart Stores (WMT) | 3.2 | Wal-Mart Stores (WMT) | 3.2 | ||
| Verizon Communications (VZ) | 22.6 | JPMorgan Chase (JPM) | 2.3 | ||
| Procter & Gamble (PG) | 9.4 | Bank of America (BAC) | -11.2 | ||
| AT&T (T) | 11.6 | McDonald's (MCD) | 26.9 | ||
| McDonald's (MCD) | 26.9 | Verizon Communication (VZ) | 22.6 | ||
| Kraft Foods (KFT) | 20.4 | General Electric (GE) | 24.3 | ||
| Pfizer (PFE) | 0.3 | AT&T (T) | 11.6 | ||
| Chevron (CVX) | 22.9 | Chevron (CVX) | 22.9 | ||
| Portfolio | 15.2 | Portfolio | 13.3 | ||
| Dow Jones Industrial 2010 Performance: 14.1% | |||||
| Performance History | |||||