Another week in the books. My MFI portfolio had a scrappy week and passed up the benchmark Russell 3000 index by a nose. It is stunning that I could have been doing this for a year and that there would only be a couple hundred dollars difference between the two investing approaches.Motley Fool did not have a very flattering article on DLX and their earnings (Deluxe: One Double That Got Away). They basically said, it doubled but it didn't look good to us cheap and it still doesn't. Hey MF has been wrong before, I remember them bashing DRYS this summer at $12 and now it is around $18.
I said yesterday that ELX didn't have impressive earnings... I was right (happens every now and then). They crashed almost 7%. Yesterday I had speculated about selling them before the 2/24 anniversary date... but I will behave and follow the rules. Patience is the hardest part about this investing approach.
Ezenia! (I just love typing that exclamation mark!!) was my big winner again today. I might just make money on this stock yet (actually, I have made money, counting the side car). OVTI also popped about 3%.
I set up a new tracking portfolio in Yahoo! today to track the 18 or 19 stocks I identified Wednesday as MFI stocks that had fallen 20% or more. Yes OVTI just squeaked onto the list.
Enough jabbering. Here is my weekly graph. For all you new readers, the lines show on a cumulative basis how many $ my MFI portfolio is up (Magenta line) compared with the benchmark portfolio (blue line). As the lead photo shows, they are neck & neck.
Then here is my list of how all my individual stocks have performed:
| Current Portfolio | ||||
| Stock | Purchase Date | Cost | Current | Gain |
| PNCL | 05/04/06 | $6.68 | $17.31 | 159.1% |
| UST | 02/24/06 | $39.36 | $58.00 | 53.1% |
| TGIS | 05/01/06 | $10.34 | $13.93 | 37.1% |
| VPHM | 09/11/06 | $11.79 | $16.07 | 36.3% |
| MSTR | 02/24/06 | $94.36 | $125.94 | 33.5% |
| ANF | 03/02/06 | $61.13 | $78.92 | 30.0% |
| CHKE | 05/16/06 | $37.55 | $43.08 | 19.9% |
| MTEX | 05/22/06 | $13.11 | $15.26 | 18.2% |
| ASEI | 10/05/06 | $45.85 | $54.00 | 17.8% |
| PGI | 04/07/06 | $7.71 | $9.03 | 17.1% |
| BBSI | 09/06/06 | $19.56 | $22.54 | 15.6% |
| DLX | 04/03/06 | $26.41 | $28.95 | 13.0% |
| BLDR | 09/18/06 | $15.91 | $17.77 | 11.7% |
| ISNS | 07/07/06 | $13.17 | $14.26 | 8.2% |
| MGLN | 02/24/06 | $38.34 | $40.48 | 5.6% |
| KG | 05/31/06 | $17.31 | $17.74 | 2.5% |
| TRLG | 06/13/06 | $17.02 | $17.35 | 1.9% |
| ELX | 02/24/06 | $17.85 | $17.48 | -2.1% |
| PONR | 05/09/06 | $30.48 | $29.77 | -2.3% |
| SHOO | 01/17/07 | $32.36 | $30.93 | -4.4% |
| RAIL | 05/26/06 | $58.18 | $55.19 | -5.0% |
| FTO | 05/15/06 | $28.76 | $26.71 | -6.7% |
| PACR | 03/17/06 | $32.53 | $29.47 | -7.6% |
| ORCT | 06/02/06 | $11.83 | $10.42 | -11.9% |
| PTEN | 02/27/06 | $26.72 | $23.21 | -12.5% |
| EZEN.OB | 06/19/06 | $2.84 | $2.40 | -15.3% |
| TBL | 03/15/06 | $34.50 | $29.07 | -15.7% |
| FDG | 05/31/06 | $34.03 | $21.62 | -29.3% |
| HW | 02/24/06 | $33.04 | $22.59 | -31.6% |
| Gain/Loss Open Positions ($): | $26,850 | |||
| Gain/Loss Open Positions (%): | 8.1% | |||
| Gain/Loss Closed Positions ($): | $9,435 | |||
| Gain/Loss Closed Positions (%): | 18.2% | |||
| Total Gain/Loss ($): | $36,285 | |||
| Benchmark Gain/Loss ($): | $36,037 | |||
| Annual IRR: | 16.0% | |||
| Total Gain/Loss (%): | 11.0% | |||
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