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| Charles B. Carlson, CFA |
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The portfolios below show performance for 2017. 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. | 12/31/2017 | 1 Stock Portfolio | % Chg. | |
| Nike (NKE) | 24.7% | Nike (NKE) | 24.7% | ||
| Portfolio | 24.7% | Portfolio | 24.7% | ||
| 3 Stock Portfolio | % Chg. | 3 Stock Portfolio | % Chg. | ||
| Nike (NKE) | 24.7% | Nike (NKE) | 24.7% | ||
| Coca-Cola (KO) | 14.4% | Coca-Cola (KO) | 14.4% | ||
| Disney (DIS) | 4.8% | Pfizer (PFE) | 15.9% | ||
| Portfolio | 14.6% | Portfolio | 18.3% | ||
| 5 Stock Portfolio | % Chg. | 5 Stock Portfolio | % Chg. | ||
| Nike (NKE) | 24.7% | Nike (NKE) | 24.7% | ||
| Coca-Cola (KO) | 14.4% | Coca-Cola (KO) | 14.4% | ||
| Disney (DIS) | 4.8% | Pfizer (PFE) | 15.9% | ||
| Pfizer (PFE) | 15.9% | Wal-Mart Stores (WMT) | 46.5% | ||
| Visa (V) | 47.2% | Visa (V) | 47.2% | ||
| Portfolio | 21.4% | Portfolio | 29.7% | ||
| 10 Stock Portfolio | % Chg. | 10 Stock Portfolio | % Chg. | ||
| Nike (NKE) | 24.7% | Nike (NKE) | 24.7% | ||
| Coca-Cola (KO) | 14.4% | Coca-Cola (KO) | 14.4% | ||
| Disney (DIS) | 4.8% | Pfizer (PFE) | 15.9% | ||
| Pfizer (PFE) | 15.9% | Wal-Mart Stores (WMT) | 46.5% | ||
| Visa (V) | 47.2% | Visa (V) | 47.2% | ||
| Home Depot (HD) | 44.6% | Johnson & Johnson (JNJ) | 24.4% | ||
| General Electric (GE) | -42.9% | Merck (MRK) | -1.5% | ||
| McDonald's (MCD) | 45.0% | Procter & Gamble (PG) | 12.7% | ||
| Intel (INTC) | 30.8% | McDonald's (MCD) | 45.0% | ||
| Procter & Gamble (PG) | 12.7% | Cisco Systems (CSCO) | 31.3% | ||
| Portfolio | 19.7% | Portfolio | 26.1% | ||
| Dow Jones Industrial 2017 Performance: 28.1% | |||||
| Performance History | |||||