How Does an Enterprising Investor Portfolio Perform in Today's Market?

Mitchell Mauer  |

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%.

Here’s what the portfolio has sold so far:

Stock 1:

Stock 2:

Stock 3:

Stock 4:

Here’s what the portfolio owns and the returns so far:

Stock 1:


Sign in to your premium account to review the strict “buy” and “sell” rules followed by the Enterprising Investor portfolio.

As discussed here, The Stock Market Blueprint is building and tracking a Shadow Stock Portfolio for each Premium stock screen featured on the site.

Subscribe to get our Daily Fix delivered to your inbox 5 days a week

The purpose of the shadow stock portfolios is to show investors how systematic investment strategies can be implemented using the stock screens featured on

Additionally, the Shadow Stock Portfolios are establishing track records for the strategies being implemented. These records provide actual investment results in real-time.

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.

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.

DISCLOSURE: The views and opinions expressed in this article are those of the authors, and do not necessarily represent the views of Readers should not consider statements made by the author as formal recommendations and should consult their financial advisor before making any investment decisions. To read our full disclosure, please go to:

Market Movers

Sponsored Financial Content