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 Staples (SPLS) for $26.47 buying 200 shares for a total price including commission of $5,304.00. I feel both of these stocks will correlate nicely with the rest of the portfolio.
The portfolio performed modestly, in comparison to the market with Sanderson Farms loosing ground. I still have some cash remaining in my portfolio and am seeking actively to be fully invested in the near future. 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 |
MSFT | $5,698.00 | $5,688.00 | -0.18% |
SPLS | $5,304.00 | $5,294.00 | -0.19% |
AIG | $6,626.05 | $7,057.05 | 6.50% |
CHKE | $4,495.47 | $4,539.92 | 0.99% |
KCP | $4,892.00 | $5,210.00 | 6.50% |
RSH | $5,996.45 | $6,653.10 | 10.95% |
SAFM | $6,292.00 | $6,150.00 | -2.32% |
TUES | $5,302.00 | $6,360.00 | 19.95% |
VBIIX | $10,170.00 | $10,170.00 | 0.00% |
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Cash |
| $44,402.03 |
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Total | $54,735.97 | $101,524.10 | 4.28% |
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Performance |
| Weeks Change | Overall |
DJIA |
| 0.70% | 6.91% |
S&P 500 |
| 0.79% | 7.21% |
Portfolio |
| -0.02% | 4.28% |
Jon holds a position in Microsoft at time of publication. Also, please review our disclaimer and Our Methods.
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I think you are a bit late with MSFT. You should have been buying around $22 when everyone hated it. To make real money, you need to be a contrarian.
# Posted by: Mark S. at October 21, 2006 09:28 AM