Jon's Portfolio Portfolios

Review of 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 […]

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Commentary

Round Table Discussion Today

Our Round Table Discussion will begin today at 2:00 Central time. Please visit our forum to "watch" the discussion. As a reminder, our participants are: Rick Konrad – Value Discipline Rick has been a portfolio manager of institutional portfolios for over 25 years. He is currently working with individuals rather than institutions and finds this […]

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Ben's Portfolio Portfolios

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 […]

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Commentary

Undervalued Company of the Week – FDC

The company of the week this week is First Data Corporation (FDC), a provider of electronic commerce, payment services, and customer account management services.  As we did last week, we will be looking reviewing the company using Warren Buffett’s approach for the Business & Management Review.  We will also use Benjamin Graham’s overall philosophies to […]

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Portfolios

Review of Enterprising High ROIC Portfolio

This portfolio is made up of the 15 enterprising stocks that are trading at the highest Return On Investment Capital (ROIC).  The first week of each month we will review the list, and make any trades necessary to get the portfolio to match the list.  Every week we examine the portfolio’s performance against the S&P 500 […]

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Portfolios

Review of Enterprising Low PE Portfolio

This portfolio is made up of the 15 enterprising stocks that are trading at the lowest PE Ratio.  The first week of each month we will review the list, and make any trades necessary to get the portfolio to match the list.  Every week we examine the portfolio’s performance against the S&P 500 and Dow Jones […]

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Portfolios

Review of Enterprising Value Portfolio

This portfolio is made up of the 15 enterprising stocks that are trading at the greatest discount to their intrinsic value.  The first week of each month we will review the list, and make any trades necessary to get the portfolio to match the list.  Every week we examine the portfolio’s performance against the S&P 500 and […]

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Commentary

Round Table Discussion – October 18

We are proud to present the first ModernGraham Round Table Discussion, to be held on Wednesday, October 18 at 2:00 Central Time.  This is an excellent opportunity for readers to gain an inside peek of the minds of some great financial minds! How this works: Readers may submit questions via comments left on this post […]

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