Ben's Portfolio
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... »
Introducing Ben’s New Portfolio
Many of you will recall that I used to track a portfolio here on ModernGraham. Unfortunately, the last time I checked the portfolio was November 6, 2006. As a result, I've decided to start over. This mock portfolio will be based on $100,000, and will be entirely based on companies I feel strongly about and strategies I have in mind. ... »
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 Brookfield Homes (BHS), Dollar General (DG), First Data Corp (FDC), and Tuesday Morning Corp. (TUES) was encouraging, while a couple companies in the portfolio went down slightly. Overall... »
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... »
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 to purchase First Data Corp (FDC), our undervalued company of the week. I bought 310 shares at $22.38. The performance of Quanex (NX), Tuesday Morning (TUES), and Westwood One (WON) was... »