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Performance Of The Defensive Investor Portfolio

Here’s a breakdown on how the Defensive Investor Portfolio is performing.

Since beginning this Shadow Stock Portfolio on June 1, 2016, it owns two stocks and is 20% invested.

The return on the invested capital is 17.36%. The total return on the portfolio when including cash and previously owned stocks is 4.42%.

This article appeared first on The Stock Market Blueprint Blog.

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Defensive Investor Portfolio

Defensive Investor Current Holdings

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

Stock 1:

– Company Name: Helmerich & Payne, Inc. (NYSE:HP

– Ticker Symbol: HP

– Shares Purchased: 16

– Buy Price: $59.81

– Buy Date: 6/1/16 (closing price)

– Current Price: $80.45 (closing price on 12/15/16)

– Reinvested Dividends: 0.34 shares

– Total Investment: $956.94

– Current Balance: $1,314.55

– Return: 37.37%

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Stock 2:

– Company Name: Cal-Maine Foods Inc (NASDAQ:CALM)

– Ticker Symbol: CALM

– Shares Purchased: 23

– Buy Price: $42.24

– Buy Date: 9/16/16 (closing price)

– Current Price: $41.25 (closing price on 12/15/16)

– Reinvested Dividends: None

– Total Investment: $971.52

– Current Balance: $948.75

– Return: -2.34%

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Defensive Investor Previously Owned

Here’s what the portfolio has sold so far:

Stock 1:

– Company Name: Reliance Steel & Aluminum Co (NYSE:RS)

– Ticker Symbol: RS

– Shares Purchased: 13

– Buy Price: $73.40

– Buy Date: 8/12/16 (closing price)

– Sell Price: $81.66 

– Sell Date: 11/29/2016

– Reinvested Dividends: None

– Total Investment: $954.20

– Current Balance: $1,061.58

– Return: 11.25%

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