Review of Ben’s Portfolio

This portfolio will follow our modernized Benjamin Graham value investing approach, starting with $100,000 and $10 commissions.  Taxes are ignored.  For ease of calculation, cash will not be given any interest.

This week I decided not to make any transactions.  There is no need to rush into any positions. 

The performance of Dollar General (DG) and Tuesday Morning Corp (TUES) this week was very pleasing, while Intel (INTC – our Company of the Week) and Marine Products Corp (MPX) were both down slightly.  Overall the portfolio has slightly underperformed the Dow and the S&P 500. However, this week the portfolio outperformed both indexes.  In the weeks ahead I plan on investing the rest of the cash, but if I do not find companies I would like to invest in, there is no need to.  I’d rather have cash gaining 0% interest (and losing 0%) than own a company I don’t have faith in.

This week’s snapshot:

Ticker

Total Cost

Current Value

%Gain/Loss

BHS $6,502.50 $6,675.00 2.65%
DG $9,514.68 $10,440.12 9.73%
FAGIX $20,004.32 $20,041.20 0.18%
INTC $6,520.00 $7,282.50 11.69%
JH $7,496.00 $7,346.00 -2.00%
MNI $6,795.49 $6,653.53 -2.09%
MPX $6,510.15 $6,716.70 3.17%
TUES $6,625.00 $6,845.00 3.32%
WON $7,250.00 $7,220.00 -0.41%
       
Cash   $22,781.29  
       
Total $77,218.14 $102,001.34 2.00%
       

Performance

 

Week’s Change:

Overall:

S&P 500   0.40% 3.61%
Dow Industrials   0.37% 3.25%
Portfolio   0.55% 2.00%

 

Neither of us held a position in any of the companies mentioned at the time of publication.  Also, please review our disclaimer and Our Methods.

Please register and discuss this portfolio in our forums.  Your comments help mold our future articles.


Posted

in

,

by

Tags: