How Does an Enterprising Investor Portfolio Perform in Today’s Market?
January 17, 2017
•2 min read
Eric Bailey via Pexels
Here’s a breakdown on how the Enterprising Investor portfolio is performing. Since beginning this Shadow Stock Portfolio on June 1, 2016, it owns one stock and is 10% invested.
The total return when including current holdings plus cash and previously owned stocks is 5.67%.
Enterprising Investor Portfolio
Here’s what the portfolio has sold so far:
Stock 1:
- Company Name: PDL BioPharma
- Ticker Symbol: PDLI
- Shares Purchased: 352
- Buy Price: $2.84
- Buy Date: 8/12/16 (closing price)
- Sell Price: $3.17
- Sell Date: 9/16/16 (closing price)
- Reinvested Dividends: None
- Total Investment: $999.68
- Current Balance: $1,115.84
- Return: 11.62%
Stock 2:
- Company Name: FutureFuel, Corp.
- Ticker Symbol: FF
- Shares Purchased: 94
- Buy Price: $10.54
- Buy Date: 9/16/16 (closing price)
- Sell Price: $71.22
- Sell Date: 10/21/16 (closing price)
- Reinvested Dividends: None
- Total Investment: $990.76
- Current Balance: $1,092.28
- Return: 10.25%
Stock 3:
- Company Name: Dillards, Inc.
- Ticker Symbol: DDS
- Shares Purchased:16
- Buy Price: $59.35
- Buy Date: 10/21/16 (closing price)
- Sell Price: $70.47
- Sell Date: 11/29/2016 (closing price)
- Reinvested Dividends: None
- Total Investment: $949.60
- Current Balance: $1,139.52
- Return: 20.00%
Stock 4:
- Company Name: Celadon Group, Inc.
- Ticker Symbol: CGI
- Shares Purchased: 130
- Buy Price: $7.67
- Buy Date: 6/1/16 (closing price)
- Sell Price: $8.05
- Sell Date: 11/29/2016 (closing price)
- Reinvested Dividends: 0.38 shares
- Total Investment: $997.60
- Current Balance: $1,049.56
- Return: 5.26%
Here’s what the portfolio owns and the returns so far:
Stock 1:
- Company Name: Kelly Services, Inc.
- Ticker Symbol: KELYA
- Shares Purchased: 48
- Buy Price: $20.54
- Buy Date: 11/29/16 (closing price)
- Current Price: $22.84 (closing price on 1/13/17)
- Reinvested Dividends: None
- Total Investment: $985.92
- Current Balance: $1,096.32
- Return: 11.20%
Portfolio:
- Starting Balance: $10,000.00
- Invested Balance: $1,096.32
- Cash Available to Invest: $9,471.08
- Current Balance: $10,567.40
- Total Return: 5.67%
Strategy Rules
Sign in to your premium account to review the strict “buy” and “sell” rules followed by the Enterprising Investor portfolio.
Shadow Stock Portfolios
As discussed here, The Stock Market Blueprint is building and tracking a Shadow Stock Portfolio for each Premium stock screen featured on the site.
The purpose of the shadow stock portfolios is to show investors how systematic investment strategies can be implemented using the stock screens featured on TheStockMarketBlueprint.com.
Additionally, the Shadow Stock Portfolios are establishing track records for the strategies being implemented. These records provide actual investment results in real-time.
Enterprising Investor Description
The Enterprising Investor stock screen was made popular by Benjamin Graham’s book The Intelligent Investor .
In the book, Graham identifies two categories of investors; the defensive and the enterprising.
According to Graham, an enterprising investor buys from a list of common stocks “that can be identified as undervalued by logical and reasonably dependable standards.”
See a more detailed explanation of the screen here.
Build Your Own Portfolio
By investing blindly based on what stock screens tell you to, rule-based investment strategies eliminate human emotions from the decision-making process.
Follow along every week to see the performance of a different featured Shadow Stock Portfolio. Each strategy is highlighted every eight weeks.
Mitchell Mauer
Mitchell Mauer is the Founder of TheStockMarketBlueprint.com. The Stock Market Blueprint is a site that finds value stocks for investors building long-term wealth. The site’s investment philosophy is anchored in principles established by Benjamin Graham and his most reputable followers over the last 100 years.
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