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. 11/16/2017 1 Stock Portfolio % Chg.
Nike (NKE) 12.6 Nike (NKE) 12.6
Portfolio   12.6 Portfolio   12.6

3 Stock Portfolio % Chg. 3 Stock Portfolio % Chg.
Nike (NKE) 12.6 Nike (NKE) 12.6
Coca-Cola (KO) 12.3 Coca-Cola (KO) 12.3
Disney (DIS) -0.6 Pfizer (PFE) 9.5
Portfolio   8.1 Portfolio   11.5

5 Stock Portfolio % Chg. 5 Stock Portfolio % Chg.
Nike (NKE) 12.6 Nike (NKE) 12.6
Coca-Cola (KO) 12.3 Coca-Cola (KO) 12.3
Disney (DIS) -0.6 Pfizer (PFE) 9.5
Pfizer (PFE) 9.5 Wal-Mart Stores (WMT) 44.1
Visa (V) 42.3 Visa (V) 42.3
Portfolio   15.2 Portfolio   24.2

10 Stock Portfolio % Chg. 10 Stock Portfolio % Chg.
Nike (NKE) 12.6 Nike (NKE) 12.6
Coca-Cola (KO) 12.3 Coca-Cola (KO) 12.3
Disney (DIS) -0.6 Pfizer (PFE) 9.5
Pfizer (PFE) 9.5 Wal-Mart Stores (WMT) 44.1
Visa (V) 42.3 Visa (V) 42.3
Home Depot (HD) 24.9 Johnson & Johnson (JNJ) 20.5
General Electric (GE) -42.2 Merck (MRK) -6.3
McDonald's (MCD) 38.1 Procter & Gamble (PG) 6.1
Intel (INTC) 25.9 McDonald's (MCD) 38.1
Procter & Gamble (PG) 6.1 Cisco Systems (CSCO) 18.7
Portfolio   12.9 Portfolio   19.8

Dow Jones Industrial YTD Performance:  18.7%
    Performance History