A demanding intrinsic value-based screen designed for less experienced investors which focuses on “important” companies with long histories of profitable operations and strong financial condition. Graham felt defensive investors should confine their holdings to the shares of large, prominent, and conservatively financed companies with long histories of profitable operations. By this, he meant a firm of substantial size and with a leading position in its respective industry. Additionally, Graham sought companies with: 1) Strong financial position (based on the current ratio & debt to working capital). 2) 20 years of uninterrupted dividends 3) No negative earnings in the last 10 years & a 10-year annual earnings growth rate of at least 3% 4) A reasonable price-earnings ratio & a moderately low ratio of price to assets To learn more about this strategy please click here »
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 is based on a UK dataset.
It uses the following criteria:
Results are sorted by:
And limited to the first 200 Results
Benjamin Graham Defensive Investor Screen Graphical History Returns| Timeframe | Screen Returns | FTSE 100 | Outperformance |
|---|---|---|---|
| 1 week | -2.94% | 1.44% | -4.4% |
| 1 month | 2.41% | 6.08% | -3.7% |
| 3 months | -6.42% | 5.68% | -12.1% |
| 6 months | 12.31% | 19.31% | -7.0% |
| 1 year | 22.10% | 23.73% | -1.6% |
| Since inception | 15.14% | 25.3% | -10.2% |
| Annualised | 10.40% |
Risk| Maximum Drawdown | -14.82% |
| Average No. of Holdings | 2.9 |
| Diversification Level | Low |
Chart based on an equal weighted portfolio of max 25 stocks rebalanced quarterly. Qualifying shares below updated daily. Past performance not indicative of future returns.
| Ticker | Name | Sales £m | Current Ratio | P/3y Avg Earnings | P/E | Graham Multiplier | EPS 5y CAGR % | EPS Streak | Div Streak | |
|---|---|---|---|---|---|---|---|---|---|---|
| Subscriber | Subscriber | |||||||||
| COMPARE | ||||||||||
Can't see the share you expect? View this screen as a checklist to find out why.
