The Market Shadows Virtual Value Portfolio was started on October 26, 2012 with a balance of $100,000. We opened 23 positions, with approximately $3,000 allocated to each one.
Guidelines:
- Initial positions are opened with $3,000. Occasionally, we purchase another $2,000 worth of stock to increase our position.
- The maximum invested in a single stock is approximately $5,000, although market action may increase the value of the position. This keeps our individual stock allocations to less than 5% of our portfolio’s total value. (Our total portfolio value is now greater than $100,000, so new positions comprise a less than 3% allocation as we buy approximately $3,000 worth of shares.)
- Changes to the portfolio are first posted on the website, and later reviewed in the Market Shadows newsletter. Check the website for timely notice of changes to the portfolio.
Please check the Value Investing Section for Market Shadow’s latest actions. For current positions and our track record, visit the Virtual Value Portfolio page.
