Portfolios
Dividend Portfolio – November 2009 Update
On the first Friday of every month, we will screen our database for the 10 companies with the highest dividend yield that are suitable for the enterprising investor. These 10 companies will be placed in a mock portfolio and rebalanced to have a 10% allocation to each company. The starting value of the portfolio is $100,000.00. Dividends will be reinvested... »
Updating Ben’s Portfolio – November 2009
On the first Thursday of every month, I plan on reviewing the portfolio and making any changes that seem necessary. You can see the portfolio in this google spreadsheet. Here's a snippet from the construction: When constructing the portfolio, I began by deciding on asset allocation. I knew I wanted to stick to companies that we have in our database with a... »
Low PE Portfolio – November 2009 Update
On the first Tuesday (sorry, day late this month!) of every month, we will screen our database for the 10 companies with the lowest price to earnings ratio (ModernGraham-style) that are suitable for the enterprising investor. These 10 companies will be placed in a mock portfolio and rebalanced to have a 10% allocation to each company. The starting value of... »
Enterprising Value Portfolio – October 2009 Update
On the second Thursday of every month (I know, I'm a day late...), we will screen our database for the 10 companies trading at the lowest ratio to their intrinsic value, as determined by our formula, and that are suitable for the enterprising investor. These 10 companies will be placed in a mock portfolio and rebalanced to have a 10%... »
Dividend Portfolio – October 2009 Update
On the first Friday of every month, we will screen our database for the 10 companies with the highest dividend yield that are suitable for the enterprising investor. These 10 companies will be placed in a mock portfolio and rebalanced to have a 10% allocation to each company. The starting value of the portfolio is $100,000.00. Dividends will be reinvested... »