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| Charles B. Carlson, CFA |
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The portfolios below show performance for 2018. 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. | 12/31/2019 | 1 Stock Portfolio | % Chg. | |
| Goldman Sachs (GS) | 40.5 | Goldman Sachs (GS) | 40.5 | ||
| Portfolio | 40.5 | Portfolio | 40.5 | ||
| 3 Stock Portfolio | % Chg. | 3 Stock Portfolio | % Chg. | ||
| Goldman Sachs (GS) | 40.5 | Goldman Sachs (GS) | 40.5 | ||
| IBM (IBM) | 23.6 | Apple (AAPL) | 89.0 | ||
| DuPont (DD) | -13.3 | IBM (IBM) | 23.6 | ||
| Portfolio | 16.9 | Portfolio | 51.0 | ||
| 5 Stock Portfolio | % Chg. | 5 Stock Portfolio | % Chg. | ||
| Goldman Sachs (GS) | 40.5 | Goldman Sachs (GS) | 40.5 | ||
| IBM (IBM) | 23.6 | Apple (AAPL) | 89.0 | ||
| DuPont (DD) | -13.3 | IBM (IBM) | 23.6 | ||
| Caterpillar (CAT) | 19.5 | United Technologies (UTX) | 43.8 | ||
| 3M (MMM) | -4.3 | DuPont (DD) | -13.3 | ||
| Portfolio | 13.2 | Portfolio | 36.7 | ||
| 10 Stock Portfolio | % Chg. | 10 Stock Portfolio | % Chg. | ||
| Goldman Sachs (GS) | 40.5 | Goldman Sachs (GS) | 40.5 | ||
| IBM (IBM) | 23.6 | Apple (AAPL) | 89.0 | ||
| DuPont (DD) | -13.3 | IBM (IBM) | 23.6 | ||
| Caterpillar (CAT) | 19.5 | United Technologies (UTX) | 43.8 | ||
| 3M (MMM) | -4.3 | DuPont (DD) | -13.3 | ||
| Exxon Mobil (XOM) | 7.2 | Exxon Mobil (XOM) | 7.2 | ||
| United Technologies (UTX) | 43.8 | JP Morgan Chase (JPM) | 47.3 | ||
| Chevron (CVX) | 15.3 | Chevron (CVX) | 15.3 | ||
| Travelers(TRV) | 17.0 | Caterpillar (CAT) | 19.5 | ||
| Home Depot (HD) | 30.6 | Home Depot (HD) | 30.6 | ||
| Portfolio | 18.0 | Portfolio | 30.3 | ||
| Dow Jones Industrial 2019 Performance: 25.3% | |||||
| Performance History | |||||