Once again, I am no doubt showing my age… for those who don’t remember the Nestea Plunge (or perhaps weren’t born, sigh
Late yesterday I decided to sell my emerging market mutual funds (which had done quite nicely thank-you). Time will tell if that wasn’t so smart, and yes… I will likely look back and grade myself. That freed up some moolah to buy four of the stocks that I have recently been reviewing. I figured with the recent swoon that this was as good a time as any to take
I think the other factoid that persuaded me was that I re-read part of TLBTBTSM (I think I got that right) and decided you are either in or out. None of this pussy-footing around. So now my entire (not so vast) fortune is riding on JG’s book. (not entirely true as my wife-ola would kill me, but makes a nice poetic point).
I am now the proud owner of 24 MFI stocks. The recent Fab Four choices were FDG, KG, OVTI & RAIL. The table below (I am trying to improve the format) shows where I stand at the end of May.
| Stock | Cost | Current | Gain |
| NCOG | $19.39 | $27.05 | 39.5% |
| UST | $39.36 | $44.01 | 13.3% |
| PCU | $78.13 | $85.15 | 12.5% |
| NSS | $45.89 | $49.92 | 8.8% |
| PTEN | $27.74 | $29.90 | 7.9% |
| MTEX | $13.11 | $13.99 | 6.7% |
| MGLN | $38.34 | $40.45 | 5.5% |
| OVTI | $28.50 | $29.30 | 2.8% |
| PNCL | $6.68 | $6.84 | 2.4% |
| CHKE | $37.55 | $37.79 | 2.2% |
| KG | $17.60 | $17.78 | 1.0% |
| FDG | $34.90 | $35.00 | 0.3% |
| MSTR | $94.36 | $94.38 | 0.0% |
| ELX | $17.85 | $17.72 | -0.7% |
| RAIL | $60.94 | $60.36 | -1.0% |
| FTO | $57.52 | $56.00 | -2.6% |
| PGI | $7.71 | $7.50 | -2.7% |
| TGIS | $10.65 | $10.19 | -4.3% |
| ANF | $61.13 | $57.85 | -5.1% |
| IVII | $10.93 | $10.21 | -6.6% |
| PACR | $32.53 | $29.51 | -8.8% |
| PONR | $32.97 | $27.77 | -15.8% |
| DLX | $26.36 | $21.49 | -17.0% |
| TBL | $34.50 | $27.63 | -19.9% |
| HW | $37.42 | $27.45 | -26.6% |
| Total Gain/Loss | -$1,053 | ||
| Benchmark Gain/Loss | -$3,004 | ||
| Annual IRR | -3.1% | ||
Posts
No comments:
Post a Comment