(Month 3) – Up 22.62% – Deep Value Stock Portfolio (Now Live on TAM!)

Johnny HopkinsTAM Portfolio Money Game Comments

The Acquirer’s Multiple® - FREE Deep Value Stock Screener

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Today is the end of month three of The Acquirer’s Multiple $45,000 – Deep Value Stock Portfolio – Real Money Game, and the portfolio is up 22.62% since inception.

The Deep Value Stock Portfolio – Real Money Game means I’m investing my entire superannuation valued at $45,000 into a real life Acquirer’s Multiple Portfolio and documenting it here.

The plan is to build my portfolio over the next twelve months and ongoing. After twelve months I’ll have thirty stocks equally weighted in the portfolio, then I’ll re-balance each position after one year and one day to minimize tax.

I’ve been getting lots of emails from folks who would like to see my TAM portfolio (live) on the site without the need to wait for monthly updates, so now you can.

If you have a look in the right side-bar on the Blog page you’ll see this image under the heading TAM Live Portfolio:

If you click on that image it will take you straight to my live portfolio. Prices are updated automatically from Google Finance, although there may be a small delay. So now you can check my portfolio whenever you like without having to wait for monthly updates.

Month Three

As you can see from the chart below the portfolio has performed well this month. Currently up 22.62% since inception.

Company TICKER BUY $ Date Qty SV CP CV % Diff $ Diff
BRIDGEPOINT ED BPI 6.7 9/30/2016 225 1507.50 10.5 2362.5 56.72% 855.00
PENDRELL CORP PCO 6.9 9/30/2016 222 1531.80 6.65 1476.3 -3.62% -55.50
AMERICAN PUB ED APEI 19.5 11/3/2016 78 1521.00 25.9 2020.2 32.82% 499.20
APOLLO ED GROUP APOL 8.75 11/3/2016 173 1513.75 9.93 1717.89 13.49% 204.14
FREIGHTCAR AMER RAIL 11.02 11/3/2016 136 1498.72 15.41 2095.76 39.84% 597.04
NET 1 UEPS TECH UEPS 11.69 11/29/2016 128 1496.32 11.74 1502.72 0.43% 6.40
FIAT CHRYSLER FCAU 7.67 11/29/2016 197 1510.99 9.1 1792.7 18.64% 281.71
OVERSEAS SHIP GROUP OSG 3.95 12/27/2016 384 1516.80 3.95 1516.80 0.00% 0.00
APPLIED GENETIC TECH AGTC 10 12/27/2016 151 1510.00 10 1510.00 0.00% 0.00
AVID TECH INC AVID 4.6 12/27/2016 325 1495.00 4.6 1495.00 0.00% 0.00
Portfolio Performance 22.62% 2387.99

Best performers continue to include Bridgepoint Education Inc (NYSE:BPI) up 56%. FreightCar America, Inc. (NASDAQ:RAIL) up 39%, and American Public Education, Inc. (NASDAQ:APEI) up 32%. I also got a nice little boost from last month’s pick, Fiat Chrysler Automobiles NV (NYSE:FCAU), up 18% since November 29.

Decembers picks include the next three cheapest stocks in the All Investable – Deep Value Stock Screener, here at The Acquirer’s Multiple. They are:

  • Overseas Shipholding Group, Inc. Class A (NYSE:OSG)
  • Applied Genetic Technologies Corp (NASDAQ:AGTC)
  • Avid Technology, Inc. (NASDAQ:AVID)

Here’s what the headings mean:

Company: Company name

Ticker: Stock symbol

BUY$: Starting price for each position

Date: Date purchased

Qty: Number of shares purchased

SV: Starting Value. The total amount paid for each position

CP: Current price for each position

CV: Current total value for each position

% Diff: The difference between the starting price and the current price by percentage

$ Diff: The difference between the starting price and the current price in dollars

Investor’s Thoughts

Three months in I’m clearly happy with the performance of my portfolio. But life as a value investor guarantees there will be drawdowns around the corner so this is not the time to be overconfident. For now its just a matter of sticking to this evidence based strategy, removing the emotion, and watching how things unfold.

Previous Months

If you want to have a look at the portfolio’s performance over previous months you can find them here:

FREE Deep Value Stock Screener

Don’t forget to check out our FREE Large Cap 1000 – Deep Value Stock Screener, here at The Acquirer’s Multiple:

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