Performance Of The Value Composite Portfolio

Here’s what the portfolio currently owns:

Stock 1:

– Company Name: Gulf Resources, Inc. (NASDAQ:GURE) 

– Ticker Symbol: GURE

– Shares Purchased: 574

– Buy Price: $1.74

– Buy Date: 8/12/16 (closing price)

– Current Price: $2.28 (closing price on 12/1/16)

– Reinvested Dividends: None

– Total Investment: $998.76

– Current Balance: $1,308.72

– Return: 31.03%

Stock 3:

– Company Name: Sorl Auto Parts, Inc. (NASDAQ:SORL)

– Ticker Symbol: SORL

– Shares Purchased: 263

– Buy Price: $3.80

– Buy Date: 9/16/16 (closing price)

– Current Price: $3.86 (closing price on 12/1/16)

– Reinvested Dividends: None

– Total Investment: $994.40

– Current Balance: $1,015.18

– Return: 1.58%

Stock 4:

– Company Name: Alliance One International, Inc. (NYSE:AOI)

– Ticker Symbol: AOI

– Shares Purchased: 58

– Buy Price: $17.10

– Buy Date: 10/21/16 (closing price)

– Current Price: $14.50 (closing price on 12/1/16)

– Reinvested Dividends: None

– Total Investment: $991.80

– Current Balance: $841.00

– Return: -15.20%

Stock 5:

– Company Name: Atwood Oceanics, Inc. (NYSE:ATW)

– Ticker Symbol: ATW

– Shares Purchased: 127

– Buy Price: $7.82

– Buy Date: 11/29/16 (closing price)

– Current Price: $10.37 (closing price on 12/1/16)

– Reinvested Dividends: None

– Total Investment: $993.14

– Current Balance: $1,316.99

– Return: 32.61%

Here’s what the portfolio has sold:

Stock 1

– Company Name: ITT Educational Services, Inc. (OTCMKTS:ESINQ)

– Ticker Symbol: ESINQ

– Shares Purchased: 446

– Buy Price: $2.24

– Buy Date: 6/1/16 (closing price)

– Sell Price: $0.36 (closing price on 9/16/16)

– Reinvested Dividends: None

– Total Investment: $999.04

– Final Balance: $160.56

– Return: -83.93%

Portfolio:

– Starting Balance: $10,000.00

– Invested Balance: $5,433.12

– Cash Available to Invest: $4,174.76

– Current Balance: $9,607.88

– Total Return: –3.92%

Strategy Rules

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

Shadow Stock Portfolios

The Stock Market Blueprint is building and tracking a shadow stock portfolio (1) for each of our Premium stock screens.

The purpose of the shadow stock portfolios is to show investors how to implement systematic investment strategies using the stock screens featured on TheStockMarketBlueprint.com.

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

Value Composite Description

Value Composite #1 is a compilation of multiple value factors. Jim O’Shaughnessy, in his research, found that there was an “ongoing horse race” between which single factors performed the best.

While stocks with the lowest price ratios always ended up as the best investment options, the best performing price ratio continuously changed over various time periods.

This led O’Shaughnessy to build a “master value composite factor” which consistently outperformed any individual metric.

See a more detailed explanation of the screen here.

Build Your Own Portolio

By investing blindly based on what stock screens tell you to (2), 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.

If you’re a Premium subscriber, you can follow along in real-time as well as implement the strategies yourself.

Note: 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.

Additional Links:

(1) https://www.thestockmarketblueprint.com/shadow-stock-portfolios-blog/

(2) https://www.thestockmarketblueprint.com/investment-strategy-buy-stocks-blind/