Here’s a breakdown on how the Magic Formula Portfolio is performing.

Since beginning this Shadow Stock Portfolio on June 1, 2016, it owns seven stocks and is 70% invested.

The total return on the portfolio when including current holdings and cash is 5.08%. Read more»

Here’s a breakdown of the 5 best contrarian stocks as displayed on the Contrarian Approach stock screen.

This screen is influenced by the strategies discussed by David Dreman in the book, Contrarian Investment Strategies. Read more»

Here’s a breakdown on how the Contrarian Approach Portfolio is performing.

Since beginning this Shadow Stock Portfolio on June 1, 2016, it owns six stocks and is 60% invested.

The total return when including current holdings and cash is 12.58%. Read more»

Here’s a breakdown of the four best-ranked stocks on the Net-Net Working Capital (NNWC) screen.

NNWC is similar to the NCAV screen except it is more stringent. Graham knew that companies undergoing liquidation would not necessarily sell all current assets at book value.

In order to add a level of safety, he felt it beneficial to discount the accounts receivables and inventories when calculating current assets. Read more»

Here’s a breakdown on how the NNWC Portfolio is performing.

Since beginning this Shadow Stock Portfolio on June 1, 2016, it owns five stocks and is 50% invested.

The total return on the portfolio when including cash and previously owned stocks is 10.45%. Read more»