Category: Ben’s Portfolio

  • 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 […]

  • 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 […]

  • Introducing Ben’s New Portfolio

    Many of you will recall that I used to track a portfolio here on ModernGraham.  Unfortunately, the last time I checked the portfolio was November 6, 2006.  As a result, I’ve decided to start over.  This mock portfolio will be based on $100,000, and will be entirely based on companies I feel strongly about and […]

  • 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 […]

  • 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 First Data Corp (FDC), Intel Corp (INTC), and John H. Harland Co. (JH) was encouraging, while a couple companies in the […]

  • 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 […]

  • 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 purchases.  The performance of Brookfield Homes Corp (BHS), Marine Products Corp (MPX), and a few others was encouraging, and […]

  • 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 Quanex Corporation, our Undervalued Company of the week.  I purchased 250 shares at $29.25.  Also, McClatchy Company paid a dividend […]