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Picks Performance:
Outperforms
55%
of community
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All-time Return
+1.53%
(in 1 year)
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Risk (SD)
Aggressive
0.00%
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Sharpe Ratio
-12.56
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Followers
8
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Winning Picks
33
of
58
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Total Views
13158
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Modern Graham 's Blog Posts
BGS
OLN
Updating Ben’s Portfolio – November 2009
12/03/09
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On the first Thursday of every month, I plan on reviewing the portfolio and making any changes that seem necessary.
You can see the portfolio in this google spreadsheet.
Here’s a snippet from the construction:
When constructing the portfolio, I began by deciding on asset allocation. I knew I wan...
ATI
AEP
Low PE Portfolio – November 2009 Update
12/02/09
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On the first Tuesday (sorry, day late this month!) of every month, we will screen our database for the 10 companies with the lowest price to earnings ratio (ModernGraham-style) that are suitable for the enterprising investor. These 10 companies will be placed in a mock portfolio and rebalanced to h...
10 Low PE Companies for the Enterprising Investor
12/02/09
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The bears are active even though the bulls seem to be ruling this market. The following screen is the basis of the Low PE Portfolio. I complete this screen once a month. The screen is of the valuation database’s 140 companies with the lowest price to normalized earnings ratio that are suitab...
Added and Updated Valuations – 11/30/09
11/30/09
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Here are the new valuations added to our site in the past week. To view more, click on browse valuations in our navbar. We now have 140 in the database including all 30 components of the Dow Jones Industrial Average!
ATI – Allegheny Technologies Inc – Undervalued & Defensive
CBS – CBS ...
7 Great Amazon Deals to Give to Intelligent Investors
11/27/09
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Today is Black Friday, one of the biggest shopping days of the year. Many stores have great deals available in an attempt to get a good start on the holiday shopping season. If you are looking for some gift ideas to give to the investor in your family, these are some things that Amazon is offerin...
Added and Updated Valuations – 11/23/09
11/23/09
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Here are the new valuations added to our site in the past week. To view more, click on browse valuations in our navbar. We now have 135 in the database including all 30 components of the Dow Jones Industrial Average!
AES – AES Corp – Overvalued & Speculative
AIG – American Internationa...
YGE
MCD
Festival of Stocks #168
11/23/09
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This week we have the honor of hosting the 168th edition of the Festival of Stocks. According to the festival’s original sponsor, ValueInvestingNews, “The Festival of Stocks is a blog carnival dedicated to highlighting bloggers’ best articles on stock market related topics. This will include ...
Added and Updated Valuations – 11/16/09
11/17/09
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Here are the new valuations added to our site in the past week. To view more, click on browse valuations in our navbar. We now have 130 in the database including all 30 components of the Dow Jones Industrial Average!
RF – Regions Financial Corp – Overvalued & Speculative
RTN – Raytheon...
GR
GRMN
Enterprising Value Portfolio – October 2009 Update
11/13/09
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On the second Thursday of every month (I know, I’m a day late…), we will screen our database for the 10 companies trading at the lowest ratio to their intrinsic value, as determined by our formula, and that are suitable for the enterprising investor. These 10 companies will be placed in a mock ...
10 Undervalued Companies for the Enterprising Investor
11/13/09
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This screen is of the Modern Graham valuation database’s most undervalued companies suitable for the enterprising investor. Later today I will have another post that updates the Modern Graham Enterprising Value Portfolio.
The first step for the screen is to determine which companies pass the tes...
CRRC
CEPH
Festival of Stocks #166
11/09/09
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This week we have the honor of hosting the 166th edition of the Festival of Stocks. According to the festival’s original sponsor, ValueInvestingNews, “The Festival of Stocks is a blog carnival dedicated to highlighting bloggers’ best articles on stock market related topics. This will include ...
Added and Updated Valuations – 11/9/09
11/09/09
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Here are the new valuations added to our site in the past week. To view more, click on browse valuations in our navbar. We now have 125 in the database including all 30 components of the Dow Jones Industrial Average!
MON – Monsanto Company – Undervalued & Enterprising
MS – Morgan Stanl...
DD
BMY
Dividend Portfolio – October 2009 Update
11/06/09
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On the first Friday of every month, we will screen our database for the 10 companies with the highest dividend yield that are suitable for the enterprising investor. These 10 companies will be placed in a mock portfolio and rebalanced to have a 10% allocation to each company. The starting value o...
10 Dividend Companies for the Enterprising Investor
11/06/09
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Last month, I introduced the Dividend Portfolio and it turned out to be one of the most popular posts of the month. Today is the day to update the portfolio, but I have decided to split it into two parts. Since the portfolio is based on a screen of the valuation database’s top dividend payouts ...
An Introduction to the Balance Sheet: Non-Current Assets
11/04/09
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This article is the third week’s lesson in the ModernGraham Academy beginner’s course, An Introduction the the Balance Sheet. The ModernGraham Academy is a place to learn about the basics of investing, with an emphasis on the ModernGraham approach.
This course will be a detailed look at the bal...
GRMN
AEP
Low PE Portfolio – October 2009 Update
11/03/09
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On the first Tuesday of every month, we will screen our database for the 10 companies with the lowest price to earnings ratio (ModernGraham-style) that are suitable for the enterprising investor. These 10 companies will be placed in a mock portfolio and rebalanced to have a 10% allocation to each c...
BNI
My Take on Buffett’s Acquisition of Burlington Northern (BNI)
11/03/09
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As I’m sure everyone knows, Berkshire Hathaway is going to acquire Burlington Northern for $100/share. The news was a little surprising to me this morning. I’ve been a little critical of Buffett lately (see my take on his portfolio in the post Is Warren Buffett Still a Value Investor?) but Iâ...
Added and Updated Valuations – 11/2/09
11/02/09
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Here are the new valuations added to our site in the past week. To view more, click on browse valuations in our navbar. We now have 120 in the database including all 30 components of the Dow Jones Industrial Average!
GOOG – Google Inc – Fairly Valued & Enterprising
HAL – Halliburton Co...
Online Red Kettle 2009: Launch
11/01/09
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I have decided to hold a campaign to raise money this holiday season for The Salvation Army. Each Sunday I will post an update on the progress of the campaign, and give a little information about The Salvation Army. The initial goal is $150, but I believe that can easily be reached and raised. ...
DD
AEP
5 Great Companies to Research This Weekend
10/30/09
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Looking for some companies to research this weekend? Here are five that I like. Each passes the ModernGraham tests for the Enterprising Investor, based on the teachings of Benjamin Graham. The valuation is based on a modernized version of Benjamin Graham’s IV = EPS x (8.5 + 2g) formula prese...
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More about Modern Graham
Avg exp holding time:
240.38 days
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Age:
20's
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Location:
Chicago, IL
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Website:
www.moderngraham.com/
About Me:
History
ModernGraham.com started with a simple discussion about Benjamin Graham's The Intelligent In
... more
History
ModernGraham.com started with a simple discussion about Benjamin Graham's The Intelligent Investor and its continued relevance today. After the discussion, Benjamin Clark studied the methods put forward by Graham and modified them slightly to meet the needs and conditions of the current market. When it was determined that strictly following a modernized set of rules based on Graham's original investing strategies would lead to low risk and high return portfolios, Benjamin Clark and Jonathan Ritchie decided to start a blog to discuss these findings with other intelligent investors. The site was developed and officially launched in August of 2006.
Goal
It is the goal of ModernGraham.com to provide resources for intelligent investors and a place for discussion.
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