Review of Enterprising Value Portfolio

This portfolio is made up of the 15 enterprising stocks that are trading at the lowest discount to their intrinsic value.  Each month we will review the list, and make any trades necessary to get the portfolio to match the list.  The list of enterprising stocks is made by following modernized Benjamin Graham strategies, and intrinsic value is calculated by a formula based on Graham’s overall philosophy of calculating value with a margin of safety.

 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:


Total Cost

Current Value

% Gain/Loss

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