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| Charles B. Carlson, CFA |
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The portfolios below show performance for 2020. 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. | 12/31/2020 | 1 Stock Portfolio | % Chg. | |
| Walgreens Boots Alliance (WBA) | -29.2 | Boeing (BA) | -33.7 | ||
| Portfolio | -29.2 | Portfolio | -33.7 | ||
| 3 Stock Portfolio | % Chg. | 3 Stock Portfolio | % Chg. | ||
| Walgreens Boots Alliance (WBA) | -29.2 | Boeing (BA) | -33.7 | ||
| Pfizer (PFE) | 1.1 | Cisco Systems (CSCO) | -3.7 | ||
| 3M (MMM) | 2.4 | Exxon Mobil (XOM) | -35.9 | ||
| Portfolio | -8.6 | Portfolio | -24.4 | ||
| 5 Stock Portfolio | % Chg. | 5 Stock Portfolio | % Chg. | ||
| Walgreens Boots Alliance (WBA) | -29.2 | Boeing (BA) | -33.7 | ||
| Pfizer (PFE) | 1.1 | Cisco Systems (CSCO) | -3.7 | ||
| 3M (MMM) | 2.4 | Exxon Mobil (XOM) | -35.9 | ||
| Boeing (BA) | -33.7 | Travelers (TRV) | 5.0 | ||
| Exxon Mobil (XOM) | -35.9 | IBM (IBM) | -1.2 | ||
| Portfolio | -19.1 | Portfolio | -13.9 | ||
| 10 Stock Portfolio | % Chg. | 10 Stock Portfolio | % Chg. | ||
| Walgreens Boots Alliance (WBA) | -29.2 | Boeing (BA) | -33.7 | ||
| Pfizer (PFE) | 1.1 | Cisco Systems (CSCO) | -3.7 | ||
| 3M (MMM) | 2.4 | Exxon Mobil (XOM) | -35.9 | ||
| Boeing (BA) | -33.7 | Travelers (TRV) | 5.0 | ||
| Exxon Mobil (XOM) | -35.9 | IBM (IBM) | -1.2 | ||
| Verizon Communications (VZ) | -0.3 | McDonald's (MCD) | 11.1 | ||
| Cisco Systems (CSCO) | -3.7 | Pfizer (PFE) | 1.1 | ||
| Chevron (CVX) | -25.6 | Chevron (CVX) | -25.6 | ||
| McDonald's (MCD) | 11.1 | 3M (MMM) | 2.4 | ||
| Johnson & Johnson (JNJ) | 10.6 | Home Depot (HD) | 24.4 | ||
| Portfolio | -10.3 | Portfolio | -5.6 | ||
| Dow Jones Industrial 2020 Performance: 9.7% | |||||
| Performance History | |||||