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| Charles B. Carlson, CFA |
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The portfolios below show performance for 2011. 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. | 12/31/2011 | 1 Stock Portfolio | % Chg. | |
| Hewlett-Packard (HPQ) | -38.8% | Cisco Systems (CSCO) | -10.6% | ||
| Portfolio | -38.8% | Portfolio | -10.6% | ||
| 3 Stock Portfolio | % Chg. | 3 Stock Portfolio | % Chg. | ||
| Hewlett-Packard (HPQ) | -38.8% | Cisco Systems (CSCO) | -10.6% | ||
| Cisco Systems (CSCO) | -10.6% | Bank of America (BAC) | -58.3% | ||
| Bank of America (BAC) | -58.3% | Hewlett-Packard (HPQ) | -38.8% | ||
| Portfolio | -35.9% | Portfolio | -35.9 | ||
| 5 Stock Portfolio | % Chg. | 5 Stock Portfolio | % Chg. | ||
| Hewlett-Packard (HPQ) | -38.8% | Cisco Systems (CSCO) | -10.6% | ||
| Cisco Systems (CSCO) | -10.6% | Bank of America (BAC) | -58.3% | ||
| Bank of America (BAC) | -58.3% | Hewlett-Packard (HPQ) | -38.8% | ||
| Microsoft (MSFT) | -7.0% | Boeing (BA) | 12.4% | ||
| Alcoa (AA) | -43.8% | Johnson & Johnson (JNJ) | 6.0% | ||
| Portfolio | -31.7% | Portfolio | -17.9% | ||
| 10 Stock Portfolio | % Chg. | 10 Stock Portfolio | % Chg. | ||
| Hewlett-Packard (HPQ) | -38.8% | Cisco Systems (CSCO) | -10.6% | ||
| Cisco Systems (CSCO) | -10.6% | Bank of America (BAC) | -58.3% | ||
| Bank of America (BAC) | -58.3% | Hewlett-Packard (HPQ) | -38.8% | ||
| Microsoft (MSFT) | -7.0% | Boeing (BA) | 12.4% | ||
| Alcoa (AA) | -43.8% | Johnson & Johnson (JNJ) | 6.0% | ||
| Johnson & Johnson (JNJ) | 6.0% | Intel (INTC) | 15.3% | ||
| Pfizer (PFE) | 23.6% | Merck (MRK) | 4.6% | ||
| Merck (MRK) | 4.6% | American Express (AXP) | 9.9% | ||
| Wal-Mart Stores (WMT) | 10.8% | Wal-Mart Stores (WMT) | 10.8% | ||
| JPMorgan Chase (JPM) | -21.6% | 3M (MMM) | -5.3% | ||
| Portfolio | -13.5% | Portfolio | -5.4% | ||
| Dow Jones Industrial 2011 Performance: 8.4% | |||||
| Performance History | |||||