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

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

The return on the invested capital is 5.57%, and the total return on the portfolio when including cash is 3.31%. Read more»

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

Since beginning this Shadow Stock Portfolio on June 1, 2016, it owns five stocks.

The return on the current holdings is 8.95%, and the total return when including cash and previously owned stocks is -3.92%. 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 five stocks and is 50% invested.

The return on the current holdings is 20.95%, and the total return when including cash is 10.07%. Read more»

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

Since beginning this Shadow Stock Portfolio on July 7, 2016, it owns four stocks and is 40% invested.

The return on the invested capital is -5.88%, and the total return when including cash is -2.32%. Read more»

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%. Read more»