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My Strategy Lab portfolio, four years on: The pleasures of the bargain bin Add to ...

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Norman Rothery is the value investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

Strategy Lab celebrates its fourth anniversary this month. The lab features four fundamental investment strategies and it has been my pleasure to head up the value investing effort, which is devoted to stocks in the market’s bargain bin.

The Strategy Lab Model Value Portfolio

CompanyTickerPrice $P/EP/BYield %
American Int'l GroupAIG-N59.41-270.050.722.15%
Bank of AmericaBAC-N15.9813.430.681.88%
Berkshire HathawayBRK.B-N150.3514.541.410.00%
Fairfax FinancialFFH-T754.0019.761.421.74%
General MotorsGM-N31.804.071.174.78%
Leucadia NationalLUK-N18.89-24.530.671.32%
Old Republic Int'lORI-N19.1212.421.133.92%

Source: S&P Capital IQ

Apart from Fairfax all prices are in U.S. dollars, Sept. 1, 2016.

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