Portfolios

Review of Defensive Low PE Portfolio

This portfolio is made up of the 15 defensive stocks that are trading at the lowest PE Ratio.  Each month we will review the list, and make any trades necessary to get the portfolio to match the list.  The list of defensive stocks is made by following modernized Benjamin Graham strategies, and PE Ratio is calculated using an average of the previous 5 years’ earnings per share (EPS).

 Since this is the first month of the portfolio, we will start with $100,000 and $10 commissions.  All of the stocks listed were “purchased” using prices from Wednesday’s close.  The current value is calculated using prices near close from Thursday.

The snapshot:
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Ticker

Total Cost

Current Value

% Gain/Loss

ASH $6,490.00 $6,433.00 -0.88%
BL $6,479.20 $6,547.50 1.05%
DHI $6,527.35 $6,501.60 -0.39%
FAF $6,420.70 $6,451.50 0.48%
FNF $6,458.10 $6,485.50 0.42%
FRE $6,338.30 $6,447.10 1.72%
KBH $6,577.35 $6,502.25 -1.14%
LEN $6,463.95 $6,426.40 -0.58%
MDC $6,544.00 $6,442.50 -1.55%
MTG $6,523.60 $6,582.00 0.90%
PHM $6,508.00 $6,453.00 -0.85%
RYL $6,435.60 $6,483.20 0.74%
SPF $6,522.25 $6,557.85 0.55%
TMA $6,460.10 $6,307.00 -2.37%
TOL $6,478.80 $6,497.40 0.29%
Cash   $2,772.70  
       
Total $100,000.00 $99,890.50 -0.11%

Neither of us holds a position in any of these stocks.  Please review our disclaimer.

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