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| Charles B. Carlson, CFA |
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The portfolios below show performance for 2015. 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. | 12/31/2015 | 1 Stock Portfolio | % Chg. | |
| IBM (IBM) | -11.4% | IBM (IBM) | -11.4% | ||
| Portfolio | -11.4% | Portfolio | -11.4% | ||
| 3 Stock Portfolio | % Chg. | 3 Stock Portfolio | % Chg. | ||
| IBM (IBM) | -11.4% | IBM (IBM) | -11.4% | ||
| Chevron (CVX) | -16.2% | Caterpillar (CAT) | -23.0% | ||
| General Electric (GE) | 27.5% | Chevron (CVX) | -16.2% | ||
| Portfolio | 0.0% | Portfolio | -16.9% | ||
| 5 Stock Portfolio | % Chg. | 5 Stock Portfolio | % Chg. | ||
| IBM (IBM) | -11.4% | IBM (IBM) | -11.4% | ||
| Chevron (CVX) | -16.2% | Caterpillar (CAT) | -23.0% | ||
| General Electric (GE) | 27.5% | Chevron (CVX) | -16.2% | ||
| Exxon Mobil (XOM) | -12.8% | Exxon Mobil (XOM) | -12.8% | ||
| Verizon Communications (VZ) | 3.6% | Verizon Communications (VZ) | 3.6% | ||
| Portfolio | -1.8% | Portfolio | -12.0% | ||
| 10 Stock Portfolio | % Chg. | 10 Stock Portfolio | % Chg. | ||
| IBM (IBM) | -11.4% | IBM (IBM) | -11.4% | ||
| Chevron (CVX) | -16.2% | Caterpillar (CAT) | -23.0% | ||
| General Electric (GE) | 27.5% | Chevron (CVX) | -16.2% | ||
| Exxon Mobil (XOM) | -12.8% | Exxon Mobil (XOM) | -12.8% | ||
| Verizon Communications (VZ) | 3.6% | Verizon Communications (VZ) | 3.6% | ||
| AT&T (T) | 8.3% | AT&T (T) | 8.3% | ||
| Boeing (BA) | 14.0% | General Electric (GE) | 27.5% | ||
| McDonald's (MCD) | 30.4% | McDonald's (MCD) | 30.4% | ||
| Caterpillar (CAT) | -23.0% | Merck (MRK) | -3.9% | ||
| Pfizer (PFE) | 7.1% | Johnson & Johnson (JNJ) | 1.2% | ||
| Portfolio | 2.8% | Portfolio | 0.4% | ||
| Dow Jones Industrial 2015 Performance: 0.2% | |||||
| Performance History | |||||