Charles B. Carlson, CFA

The portfolios below show performance (percentage price change) for the year to date. Stocks were selected at the beginning of the calendar year based on performance of the preceding calendar year. 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. 3/21/2023 1 Stock Portfolio % Chg.
Intel (INTC) 7.7 Intel (INTC) 7.7
Portfolio   7.7 Portfolio   7.7


3 Stock Portfolio % Chg. 3 Stock Portfolio % Chg.
Intel (INTC) 7.7 Intel (INTC) 7.7
Salesforce.com (CRM) 42.3 Salesforce.com (CRM) 42.3
Disney (DIS) 11.1 Disney (DIS) 11.1
Portfolio   20.4 Portfolio   20.4


5 Stock Portfolio % Chg. 5 Stock Portfolio % Chg.
Intel (INTC) 7.7 Intel (INTC) 7.7
Salesforce.com (CRM) 42.3 Salesforce.com (CRM) 42.3
Disney (DIS) 11.1 Disney (DIS) 11.1
3M (MMM) -13.0 Apple (AAPL) 22.6
Walgreens Boots Alliance (WBA) -10.2 Verizon Communications (VZ) -4.2
Portfolio   7.6 Portfolio   15.9


10 Stock Portfolio % Chg. 10 Stock Portfolio % Chg.
Intel (INTC) 7.7 Intel (INTC) 7.7
Salesforce.com (CRM) 42.3 Salesforce.com (CRM) 42.3
Disney (DIS) 11.1 Disney (DIS) 11.1
3M (MMM) -13.0 Apple (AAPL) 22.6
Walgreens Boots Alliance (WBA) -10.2 Verizon Communications (VZ) -4.2
NIKE (NKE) 7.3 3M (MMM) -13.0
Apple (AAPL) 22.6 Dow (DOW) 3.3
Microsoft (MSFT) 14.2 Microsoft (MSFT) 14.2
Verizon Communications (VZ) -4.2 American Express (AXP) 11.4
Cisco Systems (CSCO) 6.4 Walgreens Boots Alliance (WBA) -10.2
Portfolio   8.4 Portfolio   8.5

Dow Jones Industrial YTD Performance:  -1.8%
    Performance History