Performance Of The Contrarian Approach Portfolio

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

contrarian approach current holdings

 

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%

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