portfolio calculation

How to Calculate Your Time Weighted Return Portfolio Performance

August 10, 2017 | Read Now

What You’ll Learn
– Why you should use Time Weighted Returns
– Portfolio performance examples and how to do it
– 2 different methods we use

The OSV Stock Portfolio Tracker Feature is Here

July 25, 2017 | Read Now

A visitor favorite is the free stock portfolio tracking spreadsheet using Google Sheets. For 90% of people, it covers most of what you need.

OSV Online app now has its own portfolio feature.

It’s finally here.

INVEST1000: This is the $1000 Portfolio

July 18, 2017 | Read Now

What You’ll Learn
– How to create a shortlist of stocks
– How to keep tabs of your stock
– How to do quick valuations
– The INVEST1000 portfolio revealed
– How to avoid “torpedoes” that can sink your portfolio

Old School Curated Links and News (July 17th Edition)

July 17, 2017 | Read Now

Welcome to this week’s linkfest.

Tomorrow, I’ll be posting the 2nd part of INVEST1000.

The portfolio has been bought and is being tracked. I’ll share each stock as well as open the spreadsheet being used to track all transactions.

INVEST1000: How to Pick Stocks with $1000

July 10, 2017 | Read Now

What You’ll Learn
– How to read and interpret the scores and value metrics you see
– Would you choose Gamestop (GME) or Facebook (FB)?
– What brokerage will be used to buy the portfolio
– Tips to selecting the best stocks to invest $1000

Introducing the INVEST1000 Case Study and Our Brave Hero

July 3, 2017 | Read Now

In order to show you how the Action Score is used and how a portfolio is constructed, INVEST1000 is a case study following the progress of how $1,000 will grow.
It’s a small amount and there are some challenges involved, but the kicker is that this $1,000 is not mine.
A new member has taken upon himself to start small and see how it goes.

We’ll be documenting and tracking, from start to finish, how the portfolio is created by going through the process I take in shortlisting candidates.

wise words

Wise Words from Seth Klarman and Howard Marks

June 30, 2017 | Read Now

Heads up that starting on Monday, I’ll be starting our series on the INVEST1000 case study.

I’ll be going over the details of the project and introduce our case study hero, brave enough to disclose his thoughts throughout the whole process.

For this week’s VIP email, I wanted to share one of my all-time favorite articles.

Top 15 Books on Every Investment Professionals Reading List

June 27, 2017 | Read Now

Written by Jae Jun follow me on Facebook Twitter The folks at SumZero, listed the top 15 books favorited by […]

Old School Curated Links and News (June 26th Edition)

June 26, 2017 | Read Now

Announcing a New Live Case Study – “Invest1000”

A common question I get from visitors or member is whether I provide stock picks.
The quick answer is no.
But a new member last week told me he was going to invest $1,000 using Old School Value and the Action Score and wanted to see if I was interested in seeing how it went.

amazon buys whole foods

3 Opportunities from Amazon’s Whole Foods Buyout

June 21, 2017 | Read Now

A few years back in 2014, I started buying Whole Foods with my initial intrinsic value target between $38-$50.

I then adjusted it down in 2016 to $32 – $36.

Amazon’s acquisition price of Whole Foods is $42.

Few thoughts…

my 2017 action score portfolio

Revealing My 2017 Action Score Portfolio and Why I’m Selling

June 5, 2017 | Read Now

What You’ll Learn
– Why I’m selling my outperforming Action Score portfolio
– The Action Score picks I bought in 2017
– How I chose my portfolio and how you can too

It’s the first time in many years where I’m revealing my live money portfolio.

More importantly, this is my market beating 2017 Action Score portfolio…

3 Magic Formula Stocks Ready to Move Up

May 30, 2017 | Read Now

What You’ll Learn

The Basics of the Magic Formula
How I get Magic Formula Stock Ideas
3 Magic Formula Stocks to Consider

Most business schools ignore value investing, focusing more on the efficient market model and all the math that goes along with that. – Joel Greenblatt
Do what everyone else does and you’ll just get the same results.
But does the Magic Formula really work?

Ready to try Old School Value?