This is the live performance of the TAM Deep Value Stock Portfolio.
The Deep Value Stock Portfolio – means I’m investing my entire superannuation into a real life Acquirer’s Multiple Portfolio and showing the performance live. The stock prices are updated automatically from Google Finance, although there may be a short delay.
The portfolio commenced on 30/09/2016 and 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.
All stocks are taken from the All Investable – Stock Screener, here at The Acquirer’s Multiple.
It’s important to note that cloning this portfolio now would not provide optimum results as these stocks have been purchased over several months when they were at there cheapest on an Acquirer’s Multiple basis. Additionally, some of these stocks have since left our screens.
Here’s what the headings mean:
Company: Company name
Ticker: Stock symbol
BUY$: Starting price for each position
Date: Date purchased
CP: Current price for each position
% Diff: The difference between the starting price and the current price by percentage
Daily%: The percentage change in price since the previous trading day’s close.
To get started with your deep value stock portfolio, click here, Stock Screeners.
Don’t forget to check out our FREE Large Cap 1000 – Stock Screener, here at The Acquirer’s Multiple: