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Portfolios

Review of Enterprising Low PE Portfolio

This portfolio is made up of the 15 enterprising stocks that are trading at the lowest PE Ratio.  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 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).

There were no transactions for this portfolio this week. Next week we will review the list for any changes and make any necessary transactions.

The portfolio outperformed both the DJIA and S&P 500 this week, and has significantly outperformed them both overall.

The current value is calculated using prices near close from Thursday.

The snapshot:

Ticker Total Cost Current Value % Gain/Loss
BHS $6,533.00 $6,490.00 -0.66%
BMHC $6,470.40 $8,097.20 25.14%
BZH $6,405.30 $6,246.50 -2.48%
CD $6,513.55 $6,571.65 0.89%
CTX $6,436.00 $6,876.90 6.85%
HOV $6,440.00 $6,627.50 2.91%
JBSS $6,515.20 $6,370.00 -2.23%
MHO $6,565.90 $6,633.80 1.03%
RSH $6,476.15 $7,129.75 10.09%
SAFM $6,478.65 $8,283.90 27.86%
SRT $6,479.25 $6,424.05 -0.85%
TOA $6,496.00 $6,992.00 7.64%
TUES $6,525.00 $6,740.00 3.30%
WCI $6,470.00 $6,562.00 1.42%
WON $6,517.50 $6,963.50 6.84%
CASH $2,678.10
 
Total $100,000.00 $105,686.85 5.69%

Performance:

Last Week This week Change Overall
S&P 1296.06 1303.82 0.60% 2.52%
Dow 11304.46 11381.15 0.68% 2.31%
Portfolio 101964.6 105686.9 3.65% 5.69%

 

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

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