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Subject:  Selecting stocks the Ben Graham way Date:  12/7/2004  7:52 PM
Author:  StarryNightShade Number:  34756 of 46904

[This is a duplicate of a post made on the 'IV Value Central' board.]

Some time ago (May 2003 to be more precise) I tried to apply Ben Graham's principles to create a couple of stock portfolios, one for the “conservative” investor and one for the “aggressive or enterprising” investor. [Note that the term “investor” implies that the “aggressive investor” was still considered by Ben Graham an investor and not a speculator.]

Over a series of several posts I assessed results of stock screens to identify qualifying stocks to create two portfolios of 5 stocks each. Regrettably at that time I could not find more than that number of stocks without duplicating industries within a portfolio (or stocks across the two portfolios). This is substantially less than the 20 stocks that Ben Graham recommended for a diversified portfolio. Nevertheless fools do rush in….which is exactly what Ben was trying to prevent I guess.

The following post was the conclusion of the series:

But just to save you the effort of wading through those posts, I'll summarize below:

Conservative Portfolio

Ben Graham's criteria for the cons