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Benjamin Graham Enterprising Investor Screen 200 Qualifying

Benjamin Graham Enterprising Investor is a deep value investing strategy based on rules suggested by legendary investor, Benjamin Graham, who wrote The Intelligent Investor. The strategy focuses on value stocks and the ability to buy them with a significant margin of safety. It uses valuation ratios including price-to-earnings and price-to-book but also looks for a history of earnings growth and dividend payouts. Ben Graham once said: "The determining trait of the enterprising investor is his willingness to devote time and care to the selection of securities that are both sound and more attractive than the average." Enterprising Investor is a less strict approach than Ben Graham's defensive strategies, which often focus on large, well financed and profitable companies. Instead, it looks for unpopular companies, special situations and 'bargain' issues.

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This is an independent study based upon the methods of...
Picture of Benjamin Graham

Benjamin Graham

Known as the Father of Value Investing, wrote the Intelligent Investor

The Intelligent Investor: The Classic Text on Value Investing

by Benjamin Graham

Presents the philosophy of 'value investing', which helps protect investors against the areas of possible substantial error and teaches them to develop long-term strategies with which they will be comfortable down the road. This book enables you to make the right decisions to protect your investments and make them a success.

This screen uses the following criteria:

  • P/E < 10
  • Current Ratio > 1.5
  • Long Term Debt < 1.1 * Working Capital
  • EPS Streak > 4
  • Div History > 0
  • EPS > 1 * EPS 5y ago
  • P/TB < 1.2
  • Is Primary Listing == 1

Results are sorted by:

  • P/3y Avg Earnings in ascending order


And limited to the first 200 Results


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Performance Tracking


Returns FTSE 100
1 week -2.6% -4.4% -5.7% -3.0% -0.5% -2.9% -1.1% -1.4%
1 month -0.8% -2.6% -9.4% 0.5% 0.7% -1.1% 4.4% -0.9%
3 months -0.0% -9.7% -7.5% -6.7% -6.5% -9.7% -0.3% -2.9%
6 months 9.1% -15.0% -5.5% -12.4% 2.9% -13.3% 1.0% 3.6%
1 year 2.1% -21.9% -4.6% 17.9% 10.0% -15.3% -16.3% 2.3%
2 years 15.5% -3.5% -2.9% 82.5% 18.9% -9.4% -0.7% 10.2%
Annualised 10.1% 0.3% 22.4% 46.9% 10.2% 2.3% 11.3%
 
Risks
Max Drawdown -49.7% -37.2% -27.7% -30.4% -21.8% -25.1% -22.8%
Avg Holdings 7.4 24.6 5.6 16.6 2 25 3.7
Diversification Low Good Low Good Low Good Low