ModernGraham.com - A resource for Intelligent Investors

This portfolio is made up of the 15 defensive 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 will examine the portfolio's performance against the S&P 500 and Dow Jones Industrial Average, and reinvest any dividends.  The list of defensive stocks is made by following modernized Benjamin Graham strategies, and PE Ratio is calculated using an average of the previous 5 years' earnings per share (EPS).

We have decided to provide the list of Defensive Low PE stocks on a weekly basis.  The portfolio will continue to be rebalanced once a month, but the actual list will be posted every week.

Here is this week's list of Defensive Low PE stocks:

There were a number of transaction this time as we updated our formulas and reinvested some dividends.

This portfolio outperformed the Dow and S&P500 indexes during the period and has done so overall.

The snapshot:

Performance:

Neither of us holds a position in any of these stocks.  Please review our disclaimer and Our Methods.

Posted by Ben at 12:21 PM | Permalink | Comments (0) | TrackBacks (0)

This portfolio is made up of the 15 defensive 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 will examine the portfolio's performance against the S&P 500 and Dow Jones Industrial Average, and reinvest any dividends.  The list of defensive stocks is made by following modernized Benjamin Graham strategies, and PE Ratio is calculated using an average of the previous 5 years' earnings per share (EPS).

We have decided to provide the list of Defensive Low PE stocks on a weekly basis.  The portfolio will continue to be rebalanced once a month, but the actual list will be posted every week.

Here is this week's list of Defensive Low PE stocks:

There were no transactions this week.

This portfolio underperformed the Dow and S&P 500 indexes this week, but has significantly outperformed them overall.

The snapshot:

Performance:

Neither of us holds a position in any of these stocks.  Please review our disclaimer and Our Methods.

Posted by Ben at 02:30 PM | Permalink | Comments (0) | TrackBacks (0)

This portfolio is made up of the 15 defensive 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 will examine the portfolio's performance against the S&P 500 and Dow Jones Industrial Average, and reinvest any dividends.  The list of defensive stocks is made by following modernized Benjamin Graham strategies, and PE Ratio is calculated using an average of the previous 5 years' earnings per share (EPS).

We have decided to provide the list of Defensive Low PE stocks on a weekly basis.  The portfolio will continue to be rebalanced once a month, but the actual list will be posted every week.

Here is this week's list of Defensive Low PE stocks:

There were a no transactions this week.

This portfolio underperformed the Dow and S&P 500 indexes this week, but has significantly outperformed them overall.

The snapshot:

Performance:

Neither of us holds a position in any of these stocks.  Please review our disclaimer and Our Methods.

Posted by Ben at 09:00 AM | Permalink | Comments (0) | TrackBacks (0)

This portfolio is made up of the 15 defensive 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 will examine the portfolio's performance against the S&P 500 and Dow Jones Industrial Average, and reinvest any dividends.  The list of defensive stocks is made by following modernized Benjamin Graham strategies, and PE Ratio is calculated using an average of the previous 5 years' earnings per share (EPS).

We have decided to provide the list of Defensive Low PE stocks on a weekly basis.  The portfolio will continue to be rebalanced once a month, but the actual list will be posted every week.

Here is this week's list of Defensive Low PE stocks:

There were a no transactions this week.

This portfolio outperformed the Dow and S&P 500 indexes this week, and has significantly outperformed them overall.

The snapshot:

Performance:

Neither of us holds a position in any of these stocks.  Please review our disclaimer and Our Methods.

Posted by Ben at 08:30 AM | Permalink | Comments (0) | TrackBacks (0)

This week we rebalanced the portfolio. 

This portfolio is made up of the 15 defensive 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 will examine the portfolio's performance against the S&P 500 and Dow Jones Industrial Average, and reinvest any dividends.  The list of defensive stocks is made by following modernized Benjamin Graham strategies, and PE Ratio is calculated using an average of the previous 5 years' earnings per share (EPS).

We have decided to provide the list of Defensive Low PE stocks on a weekly basis.  The portfolio will continue to be rebalanced once a month, but the actual list will be posted every week.

Here is this week's list of Defensive Low PE stocks:

There were a number of transactions this week as we rebalanced the portfolio.  We sold Blair Corp (BL) for $7369.10 at a gain of about 13.5%, First American Corp (FAF) for $7238.80 at a gain of about 12.5%, MGIC Investment Corp (MTG) for $7307.60 at a gain of about 12%, and Thornburg Mortgage (TMA) for $7191.09 at a gain of about 8.25%.

We purchased Leucadia National Corp (LUK) for $7248.70, Old Republic International Corp (ORI) for $7299.60, Reliance Steel & Aluminum for $7245.80, and Chubb Corp (CB) for $7217.65.

This portfolio underperformed the Dow and S&P 500 indexes this week, but has significantly outperformed them overall.

The snapshot:

Performance:

Neither of us holds a position in any of these stocks.  Please review our disclaimer and Our Methods.

Posted by Ben at 01:39 PM | Permalink | Comments (0) | TrackBacks (0)

This portfolio is made up of the 15 defensive 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 will examine the portfolio's performance against the S&P 500 and Dow Jones Industrial Average, and reinvest any dividends.  The list of defensive stocks is made by following modernized Benjamin Graham strategies, and PE Ratio is calculated using an average of the previous 5 years' earnings per share (EPS).

We have decided to provide the list of Defensive Low PE stocks on a weekly basis.  The portfolio will continue to be rebalanced once a month, but the actual list will be posted every week.

Here is this week's list of Defensive Low PE stocks:

There were no transactions this week.  Next week we will rebalance the portfolio.

This portfolio outperformed the Dow and S&P 500 indexes this week, and has significantly outperformed them overall.

The snapshot:

Performance:

Neither of us holds a position in any of these stocks.  Please review our disclaimer and Our Methods.

Posted by Ben at 01:00 PM | Permalink | Comments (0) | TrackBacks (0)

This portfolio is made up of the 15 defensive 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 will examine the portfolio's performance against the S&P 500 and Dow Jones Industrial Average, and reinvest any dividends.  The list of defensive stocks is made by following modernized Benjamin Graham strategies, and PE Ratio is calculated using an average of the previous 5 years' earnings per share (EPS).

There were no transactions this week. 

This portfolio underperformed the Dow and S&P 500 indexes this week, but has significantly outperformed them overall.

The snapshot: