Here’s a breakdown on how the Contrarian Approach Portfolio is performing.
Since beginning this Shadow Stock Portfolio on June 1, 2016, it owns five stocks and is 50% invested.
The return on the current holdings is 20.95%, and the total return when including cash is 10.07%.
– This article appeared first on The Stock Market Blueprint Blog.
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Contrarian Approach Portfolio
Here’s what the portfolio currently owns:
Stock 1:
– Company Name: Benchmark Electronics, Inc. (NYSE:BHE)
– Ticker Symbol: BHE
– Shares Purchased: 47
– Buy Price: $21.03
– Buy Date: 6/1/16 (closing price)
– Current Price: $28.48 (intra-day price on 11/25/16)
– Reinvested Dividends: None
– Total Investment: $988.41
– Current Balance: $1,338.56
– Return: 35.43%
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Stock 2:
– Company Name: Western Digital Corp (NASDAQ:WDC)
– Ticker Symbol: WDC
– Shares Purchased: 20
– Buy Price: $47.66
– Buy Date: 7/7/16 (closing price)
– Current Price: $61.14 (intra-day price on 11/25/16)
– Reinvested Dividends: 0.18 shares
– Total Investment: $953.20
– Current Balance: $1,240.26
– Return: 30.12%
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Stock 3:
– Company Name: Dillard’s, Inc. (NYSE:DDS)
– Ticker Symbol: DDS
– Shares Purchased: 14
– Buy Price: $68.67
– Buy Date: 9/16/16 (closing price)
– Current Price: $73.39 (intra-day price on 11/25/16)
– Reinvested Dividends: 0.02 shares
– Total Investment: $961.38
– Current Balance: $1,028.93
– Return: 7.03%
Follow Dillard's Inc. (NYSE:DDS)
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