Virtual Value Portfolio Follow-Up
By Paul Price of Market Shadows
Profits have been building and dividends accumulating since we started this up in late October with a virtual $100,000 in cash. We’ve already booked more than $1,100 in cash distributions (including some special year-end payments, see chart below).
We added two new stocks this week: 24 shares of Bed Bath & Beyond (BBBY @ $55.68) and just 7 shares of the high-priced Markel Corporation (MKL @ $430.98).
[Note: See Paul's recent articles: Markel: Not As Well Known, But Better Than Berkshire? and Bed Bath & Beyond: Strong, Safe & Cheap for details on why he likes these companies and where he thinks their shares prices are going.]
Some of our original picks still look tempting at today’s prices.
Here are those I would still be buying as of Dec. 24, 2012.
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Virtual Value Portfolio Updated
Paul's Virtual Value Portfolio: Inception date 10/26/12. Prices are as of 12/24/12. Percentage gain does not include dividends. See the separate chart below for dividends paid to date.
Dividend Chart