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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. | 8/19/2008 | 1 Stock Portfolio | % Chg. | |
| Citigroup | -41.6 | Citigroup | -41.6 | ||
| Portfolio | -41.6 | Portfolio | -41.6 | ||
| 3 Stock Portfolio | % Chg. | 3 Stock Portfolio | % Chg. | ||
| Citigroup | -41.6 | Citigroup | -41.6 | ||
| Home Depot | -3.6 | General Motors | -60.0 | ||
| General Motors | -60.0 | Home Depot | -3.6 | ||
| Portfolio | -35.1 | Portfolio | -35.1 | ||
| 5 Stock Portfolio | % Chg. | 5 Stock Portfolio | % Chg. | ||
| Citigroup | -41.6 | Citigroup | -41.6 | ||
| Home Depot | -3.6 | General Motors | -60.0 | ||
| General Motors | -60.0 | Home Depot | -3.6 | ||
| American Int'l | -65.1 | American Express | -29.4 | ||
| American Express | -29.4 | American Int'l | -65.1 | ||
| Portfolio | -39.9 | Portfolio | -39.9 | ||
| 10 Stock Portfolio | % Chg. | 10 Stock Portfolio | % Chg. | ||
| Citigroup | -41.6 | Citigroup | -41.6 | ||
| Home Depot | -3.6 | General Motors | -60.0 | ||
| General Motors | -60.0 | Home Depot | -3.6 | ||
| American Int'l | -65.1 | American Express | -29.4 | ||
| American Express | -29.4 | American Int'l | -65.1 | ||
| Pfizer | -14.9 | Du Pont | 0.3 | ||
| JP Morgan Chase | -18.5 | Pfizer | -14.9 | ||
| Du Pont | 0.3 | Boeing | -28.0 | ||
| Disney | -1.6 | JP Morgan Chase | -18.5 | ||
| Boeing | -28.0 | Disney | -1.6 | ||
| Portfolio | -26.2 | Portfolio | -26.2 | ||
| Dow Jones Industrial YTD Performance: -14.4% | |||||
| Performance History | |||||