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 to purchase First Data Corp (FDC), our undervalued company of the week.  I bought 310 shares at $22.38. 

The performance of Quanex (NX), Tuesday Morning (TUES), and Westwood One (WON) was encouraging, while a couple companies in the portfolio went down slightly.  Overall the portfolio has outperformed both the S&P 500 and 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:


Total Cost

Current Value


BHS $6,502.50 $7,935.00 22.03%
DG $9,514.68 $9,840.03 3.42%
FAGIX $20,004.32 $20,299.04 1.47%
FDC $6,947.80 $6,937.80 -0.14%
INTC $6,520.00 $7,837.50 20.21%
JH $7,496.00 $7,690.00 2.59%
MNI $6,824.98 $7,324.00 7.31%
MPX $6,510.15 $8,246.70 26.67%
NX $7,322.50 $8,407.50 14.82%
TUES $6,625.00 $7,950.00 20.00%
WON $7,250.00 $7,590.00 4.69%
Cash   $8,510.99  
Total $91,517.93 $108,568.56 8.57%
Performance   Week’s Change: Overall:
S&P 500   0.79% 7.21%
Dow Industrials   0.70% 6.91%
Portfolio   1.25% 8.57%

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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