This portfolio is made up of the 15 enterprising stocks that are trading at the lowest discount to their intrinsic value. The first week of each month we will review the list, and make any trades necessary to get the portfolio to match the list. Every week we examine the portfolio’s performance against the S&P 500 and Dow Jones Industrial Average, and reinvest any dividends. 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.
There were no transactions for this portfolio this week.
The portfolio underperformed both indexes this week, but has matched the S&P 500 overall.
The current value is calculated using prices near close from Thursday.
|Ticker||Total Cost||Current Value||% Gain/Loss|
|Last Week||This week||Change||Overall|
Neither of us holds a position in any of these stocks. Please review our disclaimer.