|
|
|
|
|
||
| Charles B. Carlson, CFA |
       |
|
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. | 3/8/2010 | 1 Stock Portfolio | % Chg. | |
| Exxon Mobil (XOM) | -2.5 | Exxon Mobil (XOM) | -2.5 | ||
| Portfolio | -2.5 | Portfolio | -2.5 | ||
| 3 Stock Portfolio | % Chg. | 3 Stock Portfolio | % Chg. | ||
| Exxon Mobil (XOM) | -2.5 | Exxon Mobil (XOM) | -2.5 | ||
| General Electric (GE) | 7.5 | Kraft Foods (KFT) | 7.3 | ||
| Wal-Mart Stores (WMT) | 1.3 | Wal-Mart Stores (WMT) | 1.3 | ||
| Portfolio | 2.1 | Portfolio | 2.0 | ||
| 5 Stock Portfolio | % Chg. | 5 Stock Portfolio | % Chg. | ||
| Exxon Mobil (XOM) | -2.5 | Exxon Mobil (XOM) | -2.5 | ||
| General Electric (GE) | 7.5 | Kraft Foods (KFT) | 7.3 | ||
| Wal-Mart Stores (WMT) | 1.3 | Wal-Mart Stores (WMT) | 1.3 | ||
| Verizon Communications (VZ) | -10.6 | JPMorgan Chase (JPM) | 2.2 | ||
| Procter & Gamble (PG) | 4.2 | Bank of America (BAC) | 11.2 | ||
| Portfolio | -0.0 | Portfolio | 2.4 | ||
| 10 Stock Portfolio | % Chg. | 10 Stock Portfolio | % Chg. | ||
| Exxon Mobil (XOM) | -2.5 | Exxon Mobil (XOM) | -2.5 | ||
| General Electric (GE) | 7.5 | Kraft Foods (KFT) | 7.3 | ||
| Wal-Mart Stores (WMT) | 1.3 | Wal-Mart Stores (WMT) | 1.3 | ||
| Verizon Communications (VZ) | -10.6 | JPMorgan Chase (JPM) | 2.2 | ||
| Procter & Gamble (PG) | 4.2 | Bank of America (BAC) | 11.2 | ||
| AT&T (T) | -9.8 | McDonald's (MCD) | 4.3 | ||
| McDonald's (MCD) | 4.3 | Verizon Communication (VZ) | -10.6 | ||
| Kraft Foods (KFT) | 7.3 | General Electric (GE) | 7.5 | ||
| Pfizer (PFE) | -4.6 | AT&T (T) | -9.8 | ||
| Chevron (CVX) | -3.1 | Chevron (CVX) | -3.1 | ||
| Portfolio | -0.6 | Portfolio | 0.8 | ||
| Dow Jones Industrial YTD Performance: 1.2% | |||||
| Performance History | |||||