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Value Investing Research Since 2006

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Wednesday, December 19, 2018

Bargain Basement

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.

Reviewing the Bargain Basement Portfolio

In this article we review the Bargain Basement Portfolio as of 9/25/2009, which was created on March 27, 2009, and rebalance it to the target allocations.  You can view a more detailed description of the portfolio in the Introduction to the Bargain Basement Portfolio.  Here’s a review of the rules of the portfolio: Using the

Bargain Basement Portfolio – Up Over 48% Since Inception!

In this article we review the Bargain Basement Portfolio, which was created on March 27, 2009, and rebalance it to the target allocations.  You can view a more detailed description of the portfolio in the Introduction to the Bargain Basement Portfolio.  Here’s a review of the rules of the portfolio: Using the Value Line Bargain

Introducing the Bargain Basement Portfolio

While working on the section of my book (work-in-progress; please leave a comment to encourage me to finish it!) that will deal with Benjamin Graham’s net current asset value (current assets less all liabilities) approach, I found that there is a lack of data out there that reviews this concept.  In fact, there are only