Performance Of The Defensive Investor Portfolio

Defensive Investor Portfolio

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%

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%

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%

Portfolio:

– Starting Balance: $10,000.00

– Invested Balance: $2,263.30

– Cash Available to Invest: $8,178.90

– Current Balance: $10,442.20

– Total Return: 4.42%

Strategy Rules

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

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 The Stock Market Blueprint (1).

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

Defensive Investor Description

The Defensive Investor stock screen was made popular by Benjamin Graham’s book The Intelligent Investor (2). In the book, Graham identifies two categories of investors; the defensive and the enterprising.

According to Graham, a defensive investor buys from a “diversified list of leading common stocks” and ensures that the price paid “is not unduly high as judged by applicable standards.”

Here, we display such a list based on the requirements spelled out by Graham.

See a more detailed explanation of the screen here.

Build Your Own Portolio

By investing blindly based on what stock screens tell you to (3), 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.

Note: 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/premium-stock-screens/

(2) http://www.amazon.com/gp/product/0060555661/ref=as_li_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=0060555661&linkCode=as2&tag=thestomarblu-20&linkId=3G4ZJ3Z6APJSGQCL

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