Jon’s Portfolio
Review of Jon’s Portfolio
This portfolio started with $100,000 with $10 commission’s per trade. The structure follows Benjamin Graham’s approach of value investing. Taxes are ignored, and cash does not earn interest for ease of calculation.This week I purchased two securities for my portfolio. I purchased Microsoft (MSFT) for $28.44 buying 200 shares for a total price including commission of $5,698.00. I also purchased... »
Review of Jon’s Portfolio
This portfolio started with $100,000 with $10 commission’s per trade. The structure follows Benjamin Graham’s approach of value investing. Taxes are ignored, and cash does not earn interest for ease of calculation.This week I did not execute any transactions. The portfolio performed modestly, in comparison to the market with Sanderson Farms loosing ground. I still believe that the stock is... »
Review of Jon’s Portfolio
This portfolio started with $100,000 with $10 commission’s per trade. The structure follows Benjamin Graham’s approach of value investing. Taxes are ignored, and cash does not earn interest for ease of calculation. This week I accepted a bad call on oil prices and sold my position in Harvest Energy Trust (HET) for a net realized loss of $862.00. I bet... »
Review of Jon’s Portfolio
This portfolio follows Benjamin Graham’s value investing guidelines, beginning with $100,000, $10 commissions, and taxes are ignored. Cash does not accumulate any interest for ease of calculation. This week no transactions occurred as no opportunities were presented that looked favorable. The performance of Sanderson Farms (SAFM) was extremely impressive gaining 9.47% this week, as well Tuesday Morning (TUES) gaining 3.28%.... »
Review of Jon’s Portfolio
This portfolio follows Benjamin Graham’s value investing guidelines, with $100,000 initial seed capital and $10 commissions with taxes being ignored. Cash is not given any interest for ease of overall calculation. This week I purchased quite a few stocks and also introduced a bond fund that meets my investing criteria. I am looking for a more aggressive investing mixture of... »