Review of Ben’s Portfolio

This portfolio will follow our modernized Benjamin Graham value investing approach, starting with $100,000 and $10 commissions.  Taxes are ignored.  For ease of calculation, cash will not be given any interest.

This week I decided not to make any transactions.

The performance of First Data Corp (FDC), Intel Corp (INTC), and John H. Harland Co. (JH) was encouraging, while a couple companies in the portfolio went down slightly.  Overall the portfolio has outperformed both the S&P 500 and the Dow. In the weeks ahead I plan on investing the rest of the cash, but if I do not find companies I would like to invest in, there is no need to.  I’d rather have cash gaining 0% interest (and losing 0%) than own a company I don’t have faith in.  When the portfolio is fully invested, I believe it will see greater gains as a whole.

This week’s snapshot:

Ticker

Total Cost

Current Value

%Gain/Loss

BHS $6,502.50 $7,725.00 18.80%
DG $9,514.68 $9,941.25 4.48%
FAGIX $20,004.32 $20,345.92 1.71%
FDC $6,947.80 $7,281.90 4.81%
INTC $6,520.00 $8,107.50 24.35%
JH $7,496.00 $8,040.00 7.26%
MNI $6,824.98 $7,303.63 7.01%
MPX $6,510.15 $8,032.50 23.38%
NX $7,322.50 $8,475.00 15.74%
TUES $6,625.00 $7,735.00 16.75%
WON $7,250.00 $7,610.00 4.97%
       
Cash   $8,510.99  
       
Total   $109,108.69 9.11%
       
Performance   Week’s Change: Overall:
S&P 500   0.98% 8.25%
Dow Industrials   1.49% 8.50%
Portfolio   0.50% 9.11%

Neither of us held a position in any of the companies mentioned at the time of publication.  Also, please review our disclaimer and Our Methods.

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