My personal real-money portfolio holds 32 different stocks. Most of them are high-flying growth stocks, but a few are deeply discounted value investments. It's hard to beat the bargain-bin valuation I see in Nokia (NYSE: NOK) and IBM (NYSE: IBM) -- two of the cheapest stocks I own.

Computing veteran IBM started an ambitious strategy change in 2012, and the stock has shown disappointing returns ever since. We Big Blue investors are not keeping up with the gains of the broader stock market.

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Source Fool.com