Category: Jon’s Portfolio

This portfolio started with $100,000 with $10 commission’s per trade. The structure follows Benjamin Graham’s approach of value investing. Taxes are ignored, and cash does not earn interest for ease of calculation. This week I purchased two securities for my portfolio. I purchased Microsoft (MSFT) for $28.44 buying 200 shares for a total price including […]

This portfolio started with $100,000 with $10 commission’s per trade. The structure follows Benjamin Graham’s approach of value investing. Taxes are ignored, and cash does not earn interest for ease of calculation. This week I did not execute any transactions. The portfolio performed modestly, in comparison to the market with Sanderson Farms loosing ground. I […]

This portfolio started with $100,000 with $10 commission’s per trade. The structure follows Benjamin Graham’s approach of value investing. Taxes are ignored, and cash does not earn interest for ease of calculation. This week I accepted a bad call on oil prices and sold my position in Harvest Energy Trust (HET) for a net realized […]

This portfolio follows Benjamin Graham’s value investing guidelines, beginning with $100,000, $10 commissions, and taxes are ignored. Cash does not accumulate any interest for ease of calculation. This week no transactions occurred as no opportunities were presented that looked favorable. The performance of Sanderson Farms (SAFM) was extremely impressive gaining 9.47% this week, as well […]

This portfolio follows Benjamin Graham’s value investing guidelines, with $100,000 initial seed capital and $10 commissions with taxes being ignored. Cash is not given any interest for ease of overall calculation. This week I purchased quite a few stocks and also introduced a bond fund that meets my investing criteria. I am looking for a […]

Again, to review the structure of our model portfolios: $100,000 initial cash balance with $10 per trade commission cost. Taxes will be ignored for this simulation. My goal is to follow Benjamin Graham’s model of an enterprising investor with a modern twist that allows for moderate flexibility. This week I acquired another equity position in […]

This week, I entered into no new transactions and let my cash sit on the sidelines. Here is the performance of the portfolio versus the major indices; all prices are used from closing of August 29, 2006. Ticker Total Cost Current Value  Gain/Loss AIG $6,626.05 $6,678.00 0.78% CHKE $4,495.47 $4,457.64 -0.84% RSH $5,996.45 $6,003.20 0.11% […]

This week I added only one stock selection to my portfolio, while keeping cash on the side continuing to look for opportunities that meet my investing criteria. I bought into Radio Shack (RSH), purchasing 335 shares at the closing price on Tuesday (22nd) of $17.87/share. My rationale behind the purchase included the same reasoning as […]

Following the rules established by Ben’s portfolio, I have begun construction of my own. I am looking for approximately 15 stock’s with no more than 2 in each respected industry. Taxes will be ignored, and commissions will be $10. American International Group (AIG) I like their business model, as insurance creates steady cash flow consistently […]