Category: Portfolios

  • My Personal Holdings: Deere & Company – October 2015 Update $DE

    My Personal Holdings: Deere & Company – October 2015 Update $DE

    Deere Corporation qualifies for both the Defensive Investor and the Enterprising Investor. The company passes all of the requirements of both investor types, a rare accomplishment indicative of the company’s strong financial position.

  • My Personal Holdings:  Apple Inc. – September 2015 Update $AAPL

    My Personal Holdings: Apple Inc. – September 2015 Update $AAPL

    This series of posts looks at each of my personal holdings, putting them through a full ModernGraham valuation and adding a level of further research to provide rationale as to why I selected the company for my portfolio. This post looks at Apple Inc.

  • My Personal Holdings:  Dover Corporation – September 2015 Update $DOV

    My Personal Holdings: Dover Corporation – September 2015 Update $DOV

    I am often asked if I utilize the methods I teach here on ModernGraham, and the answer is yes.  I fully believe that Benjamin Graham’s methodology can be used in the market today, especially after taking time to analyze each one of his ideas and modernize it as needed.  The ModernGraham method can be a […]

  • Glance at the Dow and a Summary of Each Component’s Valuation – July 2014

    Glance at the Dow and a Summary of Each Component’s Valuation – July 2014

    Take a look each month at the Dow Jones Industrial Average, list of each individual component in an easy to read table, and calculated value for the index that is based on the ModernGraham valuation model’s estimates for intrinsic values for each component.

  • Throwback Thursday: A Look Back on the Bargain Basement Portfolio

    Throwback Thursday: A Look Back on the Bargain Basement Portfolio

    New on ModernGraham is a look at old posts on Throwback Thursdays. Back in 2009 at the depths of the bear market, we created the Bargain Basement Portfolio, a mock portfolio that sought to invest in companies trading below their Net Working Capital. Here’s a look back at how it has performed since its last review.

  • Dividend Portfolio – November 2009 Update

    On the first Friday of every month, we will screen our database for the 10 companies with the highest dividend yield 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 […]

  • Updating Ben’s Portfolio – November 2009

    On the first Thursday of every month, I plan on reviewing the portfolio and making any changes that seem necessary. You can see the portfolio in this google spreadsheet. Here’s a snippet from the construction: When constructing the portfolio, I began by deciding on asset allocation.  I knew I wanted to stick to companies that […]

  • Low PE Portfolio – November 2009 Update

    On the first Tuesday (sorry, day late this month!) 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 […]

  • Enterprising Value Portfolio – October 2009 Update

    On the second Thursday of every month (I know, I’m a day late…), we will screen our database for the 10 companies trading at the lowest ratio to their intrinsic value, as determined by our formula, and that are suitable for the enterprising investor.  These 10 companies will be placed in a mock portfolio and […]

  • Dividend Portfolio – October 2009 Update

    On the first Friday of every month, we will screen our database for the 10 companies with the highest dividend yield 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 […]