Performance Of The Enterprising Investor Portfolio

Here’s a breakdown on how the Enterprising 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 -0.90%. The total return on the portfolio when including cash and previously owned stocks is 2.00%.

This article appeared first on The Stock Market Blueprint Blog.

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Enterprising Investor Portfolio

enterprising-investor-previously-owned

Here’s what the portfolio has sold so far:

Stock 1:

– Company Name: PDL BioPharma Inc (NASDAQ:PDLI)

– Ticker Symbol: PDLI

– Shares Purchased: 352

– Buy Price: $2.84

– Buy Date: 8/12/16 (closing price)

– Sell Price: $3.17

– Sell Date: 9/16/16 (closing price)

– Reinvested Dividends: None

– Total Investment: $999.68

– Current Balance: $1,115.84

– Return: 11.62%

Follow Pdl Biopharma Inc. (NASDAQ:PDLI)

Stock 2:

– Company Name: FutureFuel Corp. (NYSE:FF)

– Ticker Symbol: FF

– Shares Purchased: 94

– Buy Price: $10.54

– Buy Date: 9/16/16 (closing price)

– Sell Price: $11.62

– Sell Date: 10/21/16 (closing price)

– Reinvested Dividends: None

– Total Investment: $990.76

– Current Balance: $1,092.28

– Return: 10.25%

Follow Futurefuel Corp. (NYSE:FF)

enterprising-investor-current-holdings

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

Stock 1:

– Company Name: Celadon Group, Inc. (NYSE:CGI

– Ticker Symbol: CGI

– Shares Purchased: 130

– Buy Price: $7.67

– Buy Date: 6/1/16 (closing price)

– Current Price: $6.15 (closing price on 11/10/16)

– Reinvested Dividends: 0.34 shares

– Total Investment: $997.60

– Current Balance: $801.59

– Return: -19.61%

Follow Celadon Group Inc