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| Charles B. Carlson, CFA |
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The portfolios below show performance for 2023. 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. | 12/31/2023 | 1 Stock Portfolio | % Chg. | |
| Intel (INTC) | 90.1 | Intel (INTC) | 90.1 | ||
| Portfolio | 90.1 | Portfolio | 90.1 | ||
| 3 Stock Portfolio | % Chg. | 3 Stock Portfolio | % Chg. | ||
| Intel (INTC) | 90.1 | Intel (INTC) | 90.1 | ||
| Salesforce.com (CRM) | 98.5 | Salesforce.com (CRM) | 98.5 | ||
| Disney (DIS) | 3.9 | Disney (DIS) | 3.9 | ||
| Portfolio | 64.2 | Portfolio | 64.2 | ||
| 5 Stock Portfolio | % Chg. | 5 Stock Portfolio | % Chg. | ||
| Intel (INTC) | 90.1 | Intel (INTC) | 90.1 | ||
| Salesforce.com (CRM) | 98.5 | Salesforce.com (CRM) | 98.5 | ||
| Disney (DIS) | 3.9 | Disney (DIS) | 3.9 | ||
| 3M (MMM) | -8.8 | Apple (AAPL) | 48.2 | ||
| Walgreens Boots Alliance (WBA) | -30.1 | Verizon Communications (VZ) | -4.3 | ||
| Portfolio | 30.7 | Portfolio | 47.3 | ||
| 10 Stock Portfolio | % Chg. | 10 Stock Portfolio | % Chg. | ||
| Intel (INTC) | 90.1 | Intel (INTC) | 90.1 | ||
| Salesforce.com (CRM) | 98.5 | Salesforce.com (CRM) | 98.5 | ||
| Disney (DIS) | 3.9 | Disney (DIS) | 3.9 | ||
| 3M (MMM) | -8.8 | Apple (AAPL) | 48.2 | ||
| Walgreens Boots Alliance (WBA) | -30.1 | Verizon Communications (VZ) | -4.3 | ||
| NIKE (NKE) | -7.2 | 3M (MMM) | -8.8 | ||
| Apple (AAPL) | 48.2 | Dow (DOW) | 8.8 | ||
| Microsoft (MSFT) | 56.8 | Microsoft (MSFT) | 56.8 | ||
| Verizon Communications (VZ) | -4.3 | American Express (AXP) | 26.8 | ||
| Cisco Systems (CSCO) | 6.0 | Walgreens Boots Alliance (WBA) | -30.1 | ||
| Portfolio | 25.3 | Portfolio | 29.0 | ||
| Dow Jones Industrial 2022 Performance: 16.2% | |||||
| Performance History | |||||