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| Charles B. Carlson, CFA |
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The portfolios below show performance for 2016. 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. | 12/31/2016 | 1 Stock Portfolio | % Chg. | |
| Wal-Mart Stores (WMT) | 12.8% | Caterpillar (CAT) | 36.5% | ||
| Portfolio | 12.8% | Portfolio | 36.5% | ||
| 3 Stock Portfolio | % Chg. | 3 Stock Portfolio | % Chg. | ||
| Wal-Mart Stores (WMT) | 12.8% | Caterpillar (CAT) | 36.5% | ||
| Caterpillar (CAT) | 36.5% | Apple (AAPL) | 10.0% | ||
| American Express (AXP) | 6.5% | IBM (IBM) | 20.6% | ||
| Portfolio | 18.6% | Portfolio | 22.4% | ||
| 5 Stock Portfolio | % Chg. | 5 Stock Portfolio | % Chg. | ||
| Wal-Mart Stores (WMT) | 12.8% | Caterpillar (CAT) | 36.5% | ||
| Caterpillar (CAT) | 36.5% | Apple (AAPL) | 10.0% | ||
| American Express (AXP) | 6.5% | IBM (IBM) | 20.6% | ||
| Chevron (CVX) | 30.8% | Wal-Mart Stores (WMT) | 12.8% | ||
| United Technologies (UTX) | 14.1% | American Express (AXP) | 6.5% | ||
| Portfolio | 20.1% | Portfolio | 17.3% | ||
| 10 Stock Portfolio | % Chg. | 10 Stock Portfolio | % Chg. | ||
| Wal-Mart Stores (WMT) | 12.8% | Caterpillar (CAT) | 36.5% | ||
| Caterpillar (CAT) | 36.5% | Apple (AAPL) | 10.0% | ||
| American Express (AXP) | 6.5% | IBM (IBM) | 20.6% | ||
| Chevron (CVX) | 30.8% | Wal-Mart Stores (WMT) | 12.8% | ||
| United Technologies (UTX) | 14.1% | American Express (AXP) | 6.5% | ||
| Exxon Mobil (XOM) | 15.8% | Goldman Sachs (GS) | 32.9% | ||
| Procter & Gamble (PG) | 5.9% | United Technologies (UTX) | 14.1% | ||
| IBM (IBM) | 20.6% | Merck (MRK) | 11.5% | ||
| Du Pont (DD) | 10.2% | Disney (DIS) | -0.8% | ||
| 3M (MMM) | 18.5% | Pfizer (PFE) | 0.6% | ||
| Portfolio | 17.2% | Portfolio | 14.47% | ||
| Dow Jones Industrial 2016 Performance: 16.5% | |||||
| Performance History | |||||