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 Brookfield Homes Corp (BHS), Marine Products Corp (MPX), and McClatchy Co (MNI) this week was very pleasing, while Dollar General (DG) was down slightly.  Overall the portfolio has slightly underperformed the S&P 500 and slightly outperformed the Dow. 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.  When the portfolio is fully invested, I believe it will see greater gains as a whole.

This week’s snapshot:

Ticker Total Cost Current Value %Gain/Loss
BHS $6,502.50 $7,612.50 17.07%
DG $9,514.68 $10,107.54 6.23%
FAGIX $20,004.32 $20,088.08 0.42%
INTC $6,520.00 $7,485.00 14.80%
JH $7,496.00 $7,378.00 -1.57%
MNI $6,795.49 $7,155.46 5.30%
MPX $6,510.15 $7,550.55 15.98%
TUES $6,625.00 $7,145.00 7.85%
WON $7,250.00 $7,270.00 0.28%
       
Cash   $22,781.29  
       
Total   $104,573.42 4.57%
       
Performance   Week’s Change: Overall:
S&P 500   1.37% 5.03%
Dow Industrials   1.11% 4.40%
Portfolio   2.52% 4.57%

 

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.

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