I am super-dee-duper glad I didn't follow my instincts last week and well to lock up a 60% gain since purchase. I now have over a 150% gain. Caused a firey debate on the Yahoo Groups MFI board. Should people encourage other investors to "break" the rules? Should we be following the MFI rules to the letter or in spirit? And if in spirit, where do we draw the line?
Here is my list of stocks and my gains per stock:
| Current Portfolio | |||
| Stock | Cost | Current | Gain |
| PNCL | $6.68 | $16.75 | 150.7% |
| TGIS | $10.34 | $15.80 | 54.7% |
| UST | $39.36 | $57.43 | 51.7% |
| ASEI | $45.85 | $60.89 | 32.8% |
| VPHM | $11.80 | $14.39 | 21.9% |
| MSTR | $94.36 | $114.80 | 21.7% |
| CHKE | $37.55 | $43.67 | 21.5% |
| BBSI | $19.56 | $23.48 | 20.4% |
| ANF | $61.13 | $71.16 | 17.3% |
| PGI | $7.71 | $9.04 | 17.2% |
| MTEX | $13.11 | $15.06 | 16.7% |
| MGLN | $38.34 | $43.18 | 12.6% |
| ELX | $17.85 | $19.69 | 10.3% |
| ISNS | $13.17 | $14.10 | 7.1% |
| BLDR | $15.91 | $17.01 | 6.9% |
| FTO | $28.76 | $29.73 | 3.7% |
| DLX | $26.36 | $23.84 | -6.1% |
| RAIL | $58.18 | $54.09 | -6.9% |
| TBL | $34.50 | $31.82 | -7.8% |
| TRLG | $17.02 | $15.68 | -7.9% |
| KG | $17.31 | $15.90 | -8.1% |
| PACR | $32.53 | $29.11 | -9.1% |
| PONR | $30.98 | $28.15 | -9.1% |
| PTEN | $26.72 | $23.53 | -11.3% |
| ORCT | $11.83 | $10.23 | -13.5% |
| FDG | $34.03 | $22.93 | -27.9% |
| HW | $33.04 | $23.69 | -28.3% |
| EZEN | $2.84 | $2.01 | -29.1% |
| OVTI | $27.79 | $13.66 | -50.8% |
| Current Gain/Loss ($) | $24,529 | ||
| Current Gain/Loss (%) | 7.5% | ||
| Sold Gain/Loss ($) | $10,050 | ||
| Sold Gain/Loss (%) | 25.0% | ||
| Total Gain/Loss ($) | $34,579 | ||
| Benchmark Gain/Loss ($) | $31,336 | ||
| Annual IRR | 17.5% | ||
| Total Gain/Loss (%) | 10.9% | ||
So with the massive gain on PNCL, my MFI portfolio has offiically passed the IWV portfolio... yes, it feels great.
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