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Have you estimated your portfolio's weighted average PIV-ER (or have any other readers?)


I've evaluated my portfolio and my overall PIV is 67%, my ER is 62% using a 10% discount rate. If I use 12%, those numbers become 84% and 29% respectively. Not quite as much safety or upside as your portfolio.

It's a very intriguing tool. What I've noticed is that homebuilders and energy companies seem to rank near the top of the list as far as discount to value (in my portfolio and watchlist, at least). I haven't dug in to see if that's due to book value or earnings potential. But I found it interesting.


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