10 Low-PEmg Companies for the Enterprising Investor – Introducing the Low-PEmg Portfolio

bullOn the first Tuesday of every month, we will screen our database for the 10 companies with the lowest price to earnings ratio (ModernGraham-style) that are suitable for the enterprising investor.  These 10 companies will be placed in a mock portfolio and rebalanced to have a 10% allocation to each company.  The starting value of the portfolio is $100,000.00.  Dividends will be reinvested in the portfolio.

To see the portfolio, you can view this google spreadsheet.

This month, the screen resulted in the following companies being targeted:

  • UnitedHealth Group (UNH) – 8.39
  • International Shipholding Inc (ISH) – 8.51
  • Chubb Corp (CB) – 9.06
  • Psychemedics Corp (PMD) – 9.57
  • Baker Hughes Inc (BHI) – 10.42
  • American Electric Power Co (AEP) – 10.72
  • Exxon Mobil Corp (XOM) – 10.86
  • Merck & Co Inc (MRK) – 11.55
  • Pfizer Inc (PFE) – 11.96
  • Eaton Corp (ETN) – 12.14

The following transactions were made this month:

  • Bought 400 shares of UNH for $10,016.00.
  • Bought 325 shares of ISH for $10,013.25.
  • Bought 198 shares of CB for $9,981.18.
  • Bought 1613 shares of PMD for $10,000.60.
  • Bought 234 shares of BHI for $9,982.44.
  • Bought 323 shares of AEP for $10,009.77.
  • Bought 146 shares of XOM for $10,017.06.
  • Bought 316 shares of MRK for $9,995.08.
  • Bought 604 shares of PFE for $9,996.20.
  • Bought 176 shares of ETN for $9,959.84.

Photo provided by herval.


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