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I'm a Graham-Buffett Disciple


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I've been following the Value Investing methods of the father of modern investing, Ben Graham, and his greatest student, Warren Buffett, self-taught through a couple dozen books by various authors.

This year, I decided to ditch 2 of my 11 stocks and replace them with 3 others.  I had narrowed the candidates for the 3 spots to 10 stocks - eventually picking Mastercard, Microsoft, and Nvidia as the best long-term values.

But, I wanted to see how my method compared with the market, so I did one of the free investing games on Investopedia.com, where you're given $100,000 in fake money to invest as you wish and then you're tracked using real market data.  You can buy/sell but I wanted to see how my picks did against the market, so I bought the 9 stocks I already owned plus the 10 candidates for a 19 stock portfolio, each one with approx. equal values: ABBV, ABT, AMZN, APD, COST, DE, EMR, FDX, GIS, GOOGL, HD, LUV, MA, MSFT, NVDA, TGT, UPS, V, WMT.

Here's the graph of how they did as a portfolio vs the S&P 500 in 2022 beginning May 17th.  This doesn't prove anything, but indicates I'm on the right track.

I'll also point out I was down 10.2% in 2022 vs down 17.7% for the S&P 500, both including dividends, and in 2021 up 32.9% vs 28.3% for the S&P 500.  My goal isn't to beat the S&P 500, which I barely do long term, but to get a decent return while investing in sector leading stocks that don't tend to lose a lot in down years or bounce back quickly after a downturn.


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