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Magic Formula Portfolio

« Previous Entries

Kiplinger’s Fred Frailey Takes a Look at the Magic Formula

Monday, February 4th, 2008

Lily over at TheHonestDollar sent me an email last week alerting me to Fred Frailey’s article on the Magic Formula in the March issue of Kiplinger’s. Fred actually contacted me when he was working on the article but didn’t reference me in the finished product. Anyway, it’s a good article. I already knew that Fred […]

Magic Formula Update – First “Purchase” of 2008

Wednesday, January 9th, 2008

I told you last week that I was going to make the first purchase for the portfolio this week. I was actually going to do this on Monday but was too busy. Here are the adjustments I made to the portfolio today: I sold the first group of stocks that were purchased for the portfolio […]

A Not-So-Good Year For the Magic Formula

Wednesday, January 2nd, 2008

Here’s a quick look at how the hypothetical Magic Formula portfolio performed in 2007: The first set of purchases did quite well. Unfortunately, every purchase after that did poorly. I think two things affected this portfolio’s performance: 1. Value stocks did poorly in 2007 (check out this post for details on index performance). 2. Small […]

Magic Formula Portfolio Update

Friday, October 5th, 2007

I meant to do this at the close of the third quarter but didn’t get around to it. Anyway, here’s an update on the Magic Formula Portfolio. Overall, the portfolio has done okay. This portfolio was up as much as 26% at one point during the year and down as much as -4%. So, it […]

Magic Formula Portfolio Update

Friday, August 24th, 2007

UPDATE: Just to give you an idea of how quickly this portfolio moves around, I refreshed my Excel spreadsheet and noticed that it is now up 6.51%. It was up 6.11% when I composed this post. Well, since my last post on the Magic Formula Portfolio, it has been a rollercoaster ride. When I last […]

The Magic Formula Suffered a Huge Blow to the Gut!

Tuesday, August 7th, 2007

The Finance Buff’s post Magic Formula Investing: Will it Work? reminded me that I needed to give you guys a portfolio update. Many of you know that I have been tracking a hypothetical portfolio that follows the advice recommended in Joel Greenblatt’s The Little Book That Beats The Market (Affiliate Link). For more information, see […]

Magic Formula Investing Update

Monday, July 9th, 2007

As of this writing, the Magic Formula Investing Portfolio that I have been covering this year is up 26.18%*:

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