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Performance Of The Magic Formula Portfolio

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Here’s a breakdown on how the Magic Formula Portfolio is performing.

Since beginning this Shadow Stock Portfolio on June 1, 2016, it owns six stocks and is 60% invested.

The return on the invested capital is 5.57%, and the total return on the portfolio when including cash is 3.31%.

This article appeared first on The Stock Market Blueprint Blog.

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Magic Formula Portfolio

Magic Formula Current Holding

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

Stock 1:

– Company Name: magicJack VocalTec Ltd (NASDAQ:CALL)

– Ticker Symbol: CALL

– Shares Purchased: 163

– Buy Price: $6.10

– Buy Date: 6/1/16 (closing price)

– Current Price: $7.25 (closing price on 12/8/16)

– Reinvested Dividends: None

– Total Investment: $994.30

– Current Balance: $1,181.75

– Return: 18.85%

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Stock 2:

– Company Name: HP Inc (NYSE:HPQ)

– Ticker Symbol: HPQ

– Shares Purchased: 77

– Buy Price: $12.85

– Buy Date: 7/7/16 (closing price)

– Current Price: $16.16 (closing price on 12/8/16)

– Reinvested Dividends: 0.64 shares

– Total Investment: $989.45

– Current Balance: $1,253.95

– Return: 26.73%

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Stock 3:

– Company Name: RMR Group Inc (NASDAQ:RMR)

– Ticker Symbol: RMR

– Shares Purchased: 27

– Buy Price: $36.52

– Buy Date: 8/12/16 (closing price)

– Current Price: $42.20 (closing price on 12/8/16)

– Reinvested Dividends: 0.17 shares

– Total Investment: $986.04

– Current Balance: $1,146.57

– Return: 16.28%

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