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November 02, 2006

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 couple companies in the portfolio went down slightly.  Overall the portfolio has outperformed both the S&P 500 and the Dow.  This portfolio study was initiated on August 8, 2006.

This week's snapshot:

Ticker

Total Cost

Current Value

%Gain/Loss

BHS$6,502.50$8,112.5018.80%
DG$9,514.68$10,143.694.48%
FAGIX$20,004.32$20,416.241.71%
FDC$6,947.80$7,517.504.81%
INTC$6,520.00$8,002.5024.35%
JH$7,496.00$8,178.007.26%
MNI$6,824.98$7,357.947.01%
MPX$6,510.15$8,154.9023.38%
NX$7,322.50$8,377.5015.74%
TUES$6,625.00$8,250.0016.75%
WON$7,250.00$7,910.004.97%
    
Cash $8,510.99 
    
Total$91,517.93$110,931.7610.93%
    

Performance

Week's Change:

Overall:

S&P 500 0.04%8.30%
Dow Industrials -0.39%8.08%
Portfolio 1.67%10.93%

Neither of us held a position in any of the companies mentioned at the time of publication.  Also, please review our disclaimer and Our Methods.

Please register and discuss this portfolio in our forums.  Your comments help mold our future articles.

Posted by Ben at 07:20 AM | | Comments (1) | TrackBacks (0)
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October 25, 2006

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 portfolio went down slightly.  Overall the portfolio has outperformed both the S&P 500 and the Dow. In the weeks ahead I plan on investing the rest of the cash, but if I do not find companies I would like to invest in, there is no need to.  I'd rather have cash gaining 0% interest (and losing 0%) than own a company I don't have faith in.  When the portfolio is fully invested, I believe it will see greater gains as a whole.

This week's snapshot:

Ticker

Total Cost

Current Value

%Gain/Loss

BHS$6,502.50$7,725.0018.80%
DG$9,514.68$9,941.254.48%
FAGIX$20,004.32$20,345.921.71%
FDC$6,947.80$7,281.904.81%
INTC$6,520.00$8,107.5024.35%
JH$7,496.00$8,040.007.26%
MNI$6,824.98$7,303.637.01%
MPX$6,510.15$8,032.5023.38%
NX$7,322.50$8,475.0015.74%
TUES$6,625.00$7,735.0016.75%
WON$7,250.00$7,610.004.97%
    
Cash $8,510.99 
    
Total $109,108.699.11%
    
Performance Week's Change:Overall:
S&P 500 0.98%8.25%
Dow Industrials 1.49%8.50%
Portfolio 0.50%9.11%

Neither of us held a position in any of the companies mentioned at the time of publication.  Also, please review our disclaimer and Our Methods.

Please register and discuss this portfolio in our forums.  Your comments help mold our future articles.

Posted by Ben at 08:25 AM | | Comments (0) | TrackBacks (0)
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October 18, 2006

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 Morning (TUES), and Westwood One (WON) was encouraging, while a couple companies in the portfolio went down slightly.  Overall the portfolio has outperformed both the S&P 500 and the Dow. In the weeks ahead I plan on investing the rest of the cash, but if I do not find companies I would like to invest in, there is no need to.  I'd rather have cash gaining 0% interest (and losing 0%) than own a company I don't have faith in.  When the portfolio is fully invested, I believe it will see greater gains as a whole.

This week's snapshot:

Ticker

Total Cost

Current Value

%Gain/Loss

BHS$6,502.50$7,935.0022.03%
DG$9,514.68$9,840.033.42%
FAGIX$20,004.32$20,299.041.47%
FDC$6,947.80$6,937.80-0.14%
INTC$6,520.00$7,837.5020.21%
JH$7,496.00$7,690.002.59%
MNI$6,824.98$7,324.007.31%
MPX$6,510.15$8,246.7026.67%
NX$7,322.50$8,407.5014.82%
TUES$6,625.00$7,950.0020.00%
WON$7,250.00$7,590.004.69%
    
Cash $8,510.99 
    
Total$91,517.93$108,568.568.57%
    
Performance Week's Change:Overall:
S&P 500 0.79%7.21%
Dow Industrials 0.70%6.91%
Portfolio 1.25%8.57%

Neither of us held a position in any of the companies mentioned at the time of publication.  Also, please review our disclaimer and Our Methods.

Please register and discuss this portfolio in our forums.  Your comments help mold our future articles.

Posted by Ben at 09:47 AM | | Comments (0) | TrackBacks (0)
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October 10, 2006

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 no companies in the portfolio went down.  Overall the portfolio has slightly outperformed both the S&P 500 and the Dow. In the weeks ahead I plan on investing the rest of the cash, but if I do not find companies I would like to invest in, there is no need to.  I'd rather have cash gaining 0% interest (and losing 0%) than own a company I don't have faith in.  When the portfolio is fully invested, I believe it will see greater gains as a whole.

This week's snapshot:

Ticker

Total Cost

Current Value

%Gain/Loss

BHS$6,502.50$8,292.5012.07%
DG$9,514.68$9,630.364.33%
FAGIX$20,004.32$20,205.280.65%
INTC$6,520.00$7,833.7518.31%
JH$7,496.00$7,508.00-3.52%
MNI$6,824.98$7,320.602.66%
MPX$6,510.15$8,392.059.87%
NX$7,322.50$7,887.50-0.14%
TUES$6,625.00$7,375.0010.64%
WON$7,250.00$7,320.00-4.55%
    
Cash $15,458.79 
    
Total$84,570.13$107,223.837.22%
    
Performance Week's Change:Overall:
S&P 500 1.45%6.37%
Dow Industrials 1.19%6.17%
Portfolio 3.62%7.22%

Neither of us held a position in any of the companies mentioned at the time of publication.  Also, please review our disclaimer and Our Methods.

Please register and discuss this portfolio in our forums.  Your comments help mold our future articles.

Posted by Ben at 03:46 PM | | Comments (0) | TrackBacks (0)
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October 03, 2006

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 of $0.18/share, which I reinvested at $41.48.

The performance of Brookfield Homes Corp (BHS), Marine Products Corp (MPX), and Westwood One(WON) this week was very disappointing, while Intel Corp (INTC) and Tuesday Morning Corp (TUES) were up.  Overall the portfolio has slightly underperformed both the S&P 500 and the Dow. In the weeks ahead I plan on investing the rest of the cash, but if I do not find companies I would like to invest in, there is no need to.  I'd rather have cash gaining 0% interest (and losing 0%) than own a company I don't have faith in.  When the portfolio is fully invested, I believe it will see greater gains as a whole.

This week's snapshot:

Ticker

Total Cost

Current Value

%Gain/Loss

BHS$6,502.50$7,287.5012.07%
DG$9,514.68$9,926.794.33%
FAGIX$20,004.32$20,134.960.65%
INTC$6,520.00$7,713.7518.31%
JH$7,496.00$7,232.00-3.52%
MNI$6,824.98$7,006.592.66%
MPX$6,510.15$7,152.759.87%
NX$7,322.50$7,312.50-0.14%
TUES$6,625.00$7,330.0010.64%
WON$7,250.00$6,920.00-4.55%
    
Cash $15,458.79 
    
Total$84,570.13$103,475.633.48%
    
Performance Week's Change:Overall:
S&P 500 -0.17%4.85%
Dow Industrials 0.50%4.92%
Portfolio -1.05%4.57%

 

Neither of us held a position in any of the companies mentioned at the time of publication.  Also, please review our disclaimer and Our Methods.

Please register and discuss this portfolio in our forums.  Your comments help mold our future articles.

Posted by Ben at 04:12 PM | | Comments (0) | TrackBacks (0)
Hosting by Yahoo!

September 26, 2006

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.  There is no need to rush into any positions. 

The performance of Brookfield Homes Corp (BHS), Marine Products Corp (MPX), and McClatchy Co (MNI) this week was very pleasing, while Dollar General (DG) was down slightly.  Overall the portfolio has slightly underperformed the S&P 500 and slightly outperformed the Dow. In the weeks ahead I plan on investing the rest of the cash, but if I do not find companies I would like to invest in, there is no need to.  I'd rather have cash gaining 0% interest (and losing 0%) than own a company I don't have faith in.  When the portfolio is fully invested, I believe it will see greater gains as a whole.

This week's snapshot:

TickerTotal CostCurrent Value%Gain/Loss
BHS$6,502.50$7,612.5017.07%
DG$9,514.68$10,107.546.23%
FAGIX$20,004.32$20,088.080.42%
INTC$6,520.00$7,485.0014.80%
JH$7,496.00$7,378.00-1.57%
MNI$6,795.49$7,155.465.30%
MPX$6,510.15$7,550.5515.98%
TUES$6,625.00$7,145.007.85%