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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 commission of $5,698.00. I also purchased Staples (SPLS) for $26.47 buying 200 shares for a total price including commission of $5,304.00. I feel both of these stocks will correlate nicely with the rest of the portfolio.

The portfolio performed modestly, in comparison to the market with Sanderson Farms loosing ground. I still have some cash remaining in my portfolio and am seeking actively to be fully invested in the near future. When the market is in a more favorable position I will purchase more and believe see my portfolio gain further.

Review of the portfolio:

Jon holds a position in Microsoft at time of publication.  Also, please review our disclaimer and Our Methods.

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Posted by Jon at 05:41 PM | Permalink | Comments (1) | TrackBacks (0)

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 still believe that the stock is attractive and frankly if it would drop a little further I will purchase more shares. There is still a substantial amount of cash remaining in my portfolio, but I cannot find any attractive opportunity currently as the market, I feel, is overpriced. Given that roughly only half of my available funds are invested, I am pleased with the results even though I am slightly outperforming the market. When the market is in a more favorable position I will purchase more and believe see my portfolio gain further.

Review of the portfolio:

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 Jon at 08:46 PM | Permalink | Comments (0) | TrackBacks (0)

Due to lack of power this week on my part, I have been unable to update my weekly writing's. I was, however, able to post the undervalued stock of the week, but was unable to both review my portfolio and post the ValueInvesting Weekly issue. Rest assured that next week we will be back on schedule, as I have regained power as of 10:30 (CST).

Thank you

Jon Ritchie

ModernGraham.com 

Posted by Jon at 10:33 PM | Permalink | Comments (0) | TrackBacks (0)

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 loss of $862.00. I bet wrong on oil, and the losses began to lie outside my comfortable loss boundaries. This is an important lesson that I learned, and I followed my preaching from this weeks ValueInvesting Weekly and stuck to my investing criteria. Besides the sale, I did not execute any other transactions this week.

In time when the market is more attractive, I will be fully invested. There is not rush though as, proven from my experience, I would rather earn 0% on my money than a loss.

This weeks snapshot:

 *Net realized loss of $862.00 on sale of HET (9/26/06)

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 Jon at 06:38 PM | Permalink | Comments (0) | TrackBacks (0)

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 Tuesday Morning (TUES) gaining 3.28%. Harvest Energy Trust (HET) continues to perform poorly due to decreased crude oil prices, but I feel that in