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. 7/20/2017 1 Stock Portfolio % Chg.
Nike (NKE) 16.3 Nike (NKE) 16.3
Portfolio   16.3 Portfolio   16.3

3 Stock Portfolio % Chg. 3 Stock Portfolio % Chg.
Nike (NKE) 16.3 Nike (NKE) 16.3
Coca-Cola (KO) 8.1 Coca-Cola (KO) 8.1
Disney (DIS) 3.0 Pfizer (PFE) 3.3
Portfolio   9.1 Portfolio   9.2

5 Stock Portfolio % Chg. 5 Stock Portfolio % Chg.
Nike (NKE) 16.3 Nike (NKE) 16.3
Coca-Cola (KO) 8.1 Coca-Cola (KO) 8.1
Disney (DIS) 3.0 Pfizer (PFE) 3.3
Pfizer (PFE) 3.3 Wal-Mart Stores (WMT) 10.0
Visa (V) Visa (V)
Portfolio   6.1 Portfolio   7.5

10 Stock Portfolio % Chg. 10 Stock Portfolio % Chg.
Nike (NKE) 16.3 Nike (NKE) 16.3
Coca-Cola (KO) 8.1 Coca-Cola (KO) 8.1
Disney (DIS) 3.0 Pfizer (PFE) 3.3
Pfizer (PFE) 3.3 Wal-Mart Stores (WMT) 10.0
Visa (V) Visa (V)
Home Depot (HD) 9.7 Johnson & Johnson (JNJ) 18.5
General Electric (GE) -15.5 Merck (MRK) 6.9
McDonald's (MCD) 26.7 Procter & Gamble (PG) 5.4
Intel (INTC) -4.2 McDonald's (MCD) 26.7
Procter & Gamble (PG) 5.4 Cisco Systems (CSCO) 5.4
Portfolio   5.3 Portfolio   10.1

Dow Jones Industrial YTD Performance:  9.4%
    Performance History