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.

The performance of Brookfield Homes (BHS), Dollar General (DG), First Data Corp (FDC), and Tuesday Morning Corp. (TUES) 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.  This portfolio study was initiated on August 8, 2006.

This week’s snapshot:

Ticker

Total Cost

Current Value

%Gain/Loss

BHS $6,502.50 $8,112.50 18.80%
DG $9,514.68 $10,143.69 4.48%
FAGIX $20,004.32 $20,416.24 1.71%
FDC $6,947.80 $7,517.50 4.81%
INTC $6,520.00 $8,002.50 24.35%
JH $7,496.00 $8,178.00 7.26%
MNI $6,824.98 $7,357.94 7.01%
MPX $6,510.15 $8,154.90 23.38%
NX $7,322.50 $8,377.50 15.74%
TUES $6,625.00 $8,250.00 16.75%
WON $7,250.00 $7,910.00 4.97%
       
Cash   $8,510.99  
       
Total $91,517.93 $110,931.76 10.93%
       

Performance

Week’s Change:

Overall:

S&P 500   0.04% 8.30%
Dow Industrials   -0.39% 8.08%
Portfolio   1.67% 10.93%

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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