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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