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Value Investing Research Since 2006

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Sunday, September 23, 2018

Portfolios

My Personal Holdings: Apple Inc. – September 2015 Update $AAPL

This series of posts looks at each of my personal holdings, putting them through a full ModernGraham valuation and adding a level of further research to provide rationale as to why I selected the company for my portfolio. This post looks at Apple Inc.

My Personal Holdings: Dover Corporation – September 2015 Update $DOV

Individual Company Valuations Access to each company’s individual valuation by ModernGraham Features: Suitability for the Defensive Investor or the Enterprising Investor – Testing the company based on Ben Graham’s metrics. Determination of Intrinsic Value – Estimate of Intrinsic Value based on the Graham Formula Additional Information at time of valuation including: Earnings Per Share – ModernGraham  Growth

Throwback Thursday: A Look Back on the Bargain Basement Portfolio

New on ModernGraham is a look at old posts on Throwback Thursdays. Back in 2009 at the depths of the bear market, we created the Bargain Basement Portfolio, a mock portfolio that sought to invest in companies trading below their Net Working Capital. Here’s a look back at how it has performed since its last review.

Dividend Portfolio – November 2009 Update

On the first Friday of every month, we will screen our database for the 10 companies with the highest dividend yield that are suitable for the enterprising investor.  These 10 companies will be placed in a mock portfolio and rebalanced to have a 10% allocation to each company.  The starting value of the portfolio is

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

Low PE Portfolio – November 2009 Update

On the first Tuesday (sorry, day late this month!) of every month, we will screen our database for the 10 companies with the lowest price to earnings ratio (ModernGraham-style) that are suitable for the enterprising investor.  These 10 companies will be placed in a mock portfolio and rebalanced to have a 10% allocation to each

Enterprising Value Portfolio – October 2009 Update

On the second Thursday of every month (I know, I’m a day late…), we will screen our database for the 10 companies trading at the lowest ratio to their intrinsic value, as determined by our formula, and that are suitable for the enterprising investor.  These 10 companies will be placed in a mock portfolio and

Dividend Portfolio – October 2009 Update

On the first Friday of every month, we will screen our database for the 10 companies with the highest dividend yield that are suitable for the enterprising investor.  These 10 companies will be placed in a mock portfolio and rebalanced to have a 10% allocation to each company.  The starting value of the portfolio is

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