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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)
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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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Trade (NYSE:FF) Now!

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
Trade (CGI) Now!

Stock 2:

– Company Name: Dillard’s, Inc. (NYSE:DDS)

– Ticker Symbol: DDS

– Shares Purchased:16

– Buy Price: $59.35

– Buy Date: 10/21/16 (closing price)

– Current Price: $70.47 (closing price on 11/10/16)

– Reinvested Dividends: None

– Total Investment: $949.60

– Current Balance: $1,127.52

– Return: 18.74%

Follow Dillard's Inc. (NYSE:DDS)
Trade (NYSE:DDS) Now!

Portfolio:

– Starting Balance: $10,000.00

– Invested Balance: $1,929.11

– Cash Available to Invest: $8,270.98

– Current Balance: $10,200.09

– Total Return: 2.00%

Strategy Rules

Sign in to your premium account to review the strict “buy” and “sell” rules followed by the NNWC portfolio.

Shadow Stock Portfolios

As discussed here, The Stock Market Blueprint is building and tracking a Shadow Stock Portfolio for each Premium stock screen featured on the site.

The purpose of the shadow stock portfolios is to show investors how systematic investment strategies can be implemented using the stock screens featured on TheStockMarketBlueprint.com.

Additionally, the Shadow Stock Portfolios are establishing track records for the strategies being implemented. These records provide actual investment results in real-time.

Enterprising Investor Description

The Enterprising Investor stock screen was made popular by Benjamin Graham’s book The Intelligent Investor.

In the book, Graham identifies two categories of investors; the defensive and the enterprising.

According to Graham, an enterprising investor buys from a list of common stocks “that can be identified as undervalued by logical and reasonably dependable standards.”

See a more detailed explanation of the screen here.

Build Your Own Portolio

By investing blindly based on what stock screens tell you to (1), rule-based investment strategies eliminate human emotions from the decision-making process.

Follow along every week to see the performance of a different featured Shadow Stock Portfolio. Each strategy is highlighted every eight weeks.

If you’re a Premium subscriber, you can follow along in real-time as well as implement the strategies yourself.

About the Author:

Mitchell Mauer is the Founder of TheStockMarketBlueprint.com. The Stock Market Blueprint is a site that finds value stocks for investors building long-term wealth. The site’s investment philosophy is anchored in principles established by Benjamin Graham and his most reputable followers over the last 100 years.

Additional Links:

(1) https://www.thestockmarketblueprint.com/investment-strategy-buy-stocks-blind/

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