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| Charles B. Carlson, CFA |
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The portfolios below show performance (percentage price change) for the year to date. Dividends are not included in these return numbers. Investments are spread equally among the stocks in each portfolio. |
| Price Change Portfolios | Data as of: | Close Ratio Portfolios | |||
| 1 Stock Portfolio | % Chg. | 2/2/2012 | 1 Stock Portfolio | % Chg. | |
| Bank of America (BAC) | 34.0 | Bank of America (BAC) | 34.0 | ||
| Portfolio | 34.0 | Portfolio | 34.0 | ||
| 3 Stock Portfolio | % Chg. | 3 Stock Portfolio | % Chg. | ||
| Bank of America (BAC) | 34.0 | Bank of America (BAC) | 34.0 | ||
| Alcoa (AA) | 20.5 | Alcoa (AA) | 20.5 | ||
| Hewlett-Packard (HPQ) | 10.6 | Hewlett-Packard (HPQ) | 10.6 | ||
| Portfolio | 21.7 | Portfolio | 21.7 | ||
| 5 Stock Portfolio | % Chg. | 5 Stock Portfolio | % Chg. | ||
| Bank of America (BAC) | 34.0 | Bank of America (BAC) | 34.0 | ||
| Alcoa (AA) | 20.5 | Alcoa (AA) | 20.5 | ||
| Hewlett-Packard (HPQ) | 10.6 | Hewlett-Packard (HPQ) | 10.6 | ||
| JPMorgan Chase (JPM) | 12.9 | JPMorgan Chase (JPM) | 12.9 | ||
| Cisco Systems (CSCO) | 9.5 | United Technologies (UTX) | 9.5 | ||
| Portfolio | 17.5 | Portfolio | 17.5 | ||
| 10 Stock Portfolio | % Chg. | 10 Stock Portfolio | % Chg. | ||
| Bank of America (BAC) | 34.0 | Bank of America (BAC) | 34.0 | ||
| Alcoa (AA) | 20.5 | Alcoa (AA) | 20.5 | ||
| Hewlett-Packard (HPQ)) | 10.6 | Hewlett-Packard (HPQ) | 10.6 | ||
| JPMorgan Chase (JPM) | 12.9 | JPMorgan Chase (JPM) | 12.9 | ||
| Cisco Systems (CSCO) | 9.5 | United Technologies (UTX) | 9.5 | ||
| Du Pont (DD) | 12.3 | Du Pont (DD) | 12.3 | ||
| United Technologies (UTX) | 9.5 | Caterpillar (CAT) | 21.8 | ||
| Microsoft (MSFT) | 15.4 | 3M (MMM) | 7.0 | ||
| 3M (MMM) | 7.0 | American Express (AXP) | 8.5 | ||
| Caterpillar (CAT) | 21.8 | Microsoft (MSFT) | 15.4 | ||
| Portfolio | 15.4 | Portfolio | 15.3 | ||
| Dow Jones Industrial YTD Performance: 4.0% | |||||
| Performance History | |||||