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 attractive and frankly if it would drop a little further I will purchase more shares. There is still a substantial amount of cash remaining in my portfolio, but I cannot find any attractive opportunity currently as the market, I feel, is overpriced. Given that roughly only half of my available funds are invested, I am pleased with the results even though I am slightly outperforming the market. When the market is in a more favorable position I will purchase more and believe see my portfolio gain further.
Review of the portfolio:
Ticker | Total Cost | Current Value | % Gain/Loss |
AIG | $6,626.05 | $7,019.25 | 5.93% |
CHKE | $4,495.47 | $4,477.00 | -0.41% |
KCP | $4,892.00 | $5,000.00 | 2.21% |
RSH | $5,996.45 | $6,723.45 | 12.12% |
SAFM | $6,292.00 | $6,360.00 | 1.02% |
TUES | $5,302.00 | $5,900.00 | 11.28% |
VBIIX | $10,170.00 | $10,180.00 | 0.10% |
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Cash |
| $55,404.03 |
|
|
|
|
|
Total | $43,733.97 | $101,063.73 | 4.30% |
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Performance |
| Weeks Change | Overall |
DJIA |
| 1.19% | 6.17% |
S&P 500 |
| 1.45% | 6.37% |
Portfolio |
|
| 4.30% |
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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