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
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)
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%
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Follow Futurefuel Corp. (NYSE:FF)
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%
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Follow Celadon Group Inc
