The intent of the portfolio is to closely monitor the performance of the Intrinsic-Valuation.com team and our systems.
Each week a new company is added to the portfolio - a company that has made the Top 100 Investment Grade Table, and has had qualitative analysis conducted on it by the Intrinsic-Valuation.com team - i.e. a report has been done on the company in the "Company Reports" section.
The value of each investment for the purpose of the exercise is $1,000, and each week at the same time $1,000 is invested in the S&P 1500 ETF index fund (ISI), for comparative reasons.
The portfolio begun on the 2-Sep-11 and the below gives the performance to the 8-Feb-12 versus investing in the S&P 1500 index. The values consider splits and dividends.
We have blurred much of the information to preserve subscriber value.
