Good morning everyone! As I sip my coffee this morning, I thought I'd update my weekly charts. I wonder if they'll work better with the new blogger? I usually have to jump through several hoops to get my snappy charts.
Again, for new readers this chart shows how much my MFI portfolio is above breakeven in weekly intervals represented by the magenta line. The blue line is what I would have if invested in the benchmark Russell 3000. Dividends are included. (note-I still had to jump through hoops for the snappy charts... wish I knew more about html)
| Current Portfolio |
| Stock | Purchase Date | Cost | Current | Gain |
| PNCL | 05/04/06 | $6.68 | $17.38 | 160.2% |
| UST | 02/24/06 | $39.36 | $57.98 | 53.1% |
| TGIS | 05/01/06 | $10.34 | $14.06 | 38.4% |
| MSTR | 02/24/06 | $94.36 | $122.16 | 29.5% |
| VPHM | 09/11/06 | $11.79 | $15.24 | 29.2% |
| ANF | 03/02/06 | $61.13 | $78.15 | 28.7% |
| ASEI | 10/05/06 | $45.85 | $58.80 | 28.2% |
| CHKE | 05/16/06 | $37.55 | $46.00 | 27.7% |
| BBSI | 09/06/06 | $19.56 | $23.48 | 20.4% |
| PGI | 04/07/06 | $7.71 | $9.15 | 18.7% |
| MTEX | 05/22/06 | $13.11 | $15.14 | 17.3% |
| DLX | 04/03/06 | $26.41 | $28.04 | 9.6% |
| MGLN | 02/24/06 | $38.34 | $41.95 | 9.4% |
| BLDR | 09/18/06 | $15.91 | $17.20 | 8.1% |
| ISNS | 07/07/06 | $13.17 | $14.10 | 7.0% |
| ELX | 02/24/06 | $17.85 | $18.82 | 5.4% |
| TRLG | 06/13/06 | $17.02 | $17.12 | 0.6% |
| PONR | 05/09/06 | $30.48 | $30.46 | -0.1% |
| KG | 05/31/06 | $17.31 | $17.12 | -1.1% |
| FTO | 05/15/06 | $28.76 | $26.73 | -6.6% |
| RAIL | 05/26/06 | $58.18 | $54.18 | -6.7% |
| PACR | 03/17/06 | $32.53 | $29.62 | -7.1% |
| PTEN | 02/27/06 | $26.72 | $23.27 | -12.3% |
| TBL | 03/15/06 | $34.50 | $29.95 | -13.2% |
| ORCT | 06/02/06 | $11.83 | $9.78 | -17.3% |
| HW | 02/24/06 | $33.04 | $24.74 | -25.1% |
| EZEN.OB | 06/19/06 | $2.84 | $2.10 | -25.9% |
| FDG | 05/31/06 | $34.03 | $20.50 | -32.6% |
| OVTI | 05/31/06 | $27.79 | $12.89 | -53.6% |
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| Gain/Loss Open Positions ($): |
| $28,592 |
| Gain/Loss Open Positions (%): |
| 8.7% |
| Gain/Loss Closed Positions ($): |
| $9,435 |
| Gain/Loss Closed Positions (%): |
| 18.2% |
| Total Gain/Loss ($): |
| $38,027 |
| Benchmark Gain/Loss ($): |
| $37,913 |
| Annual IRR: |
| 17.7% |
| Total Gain/Loss (%): |
| 12.0% |
Posts
2 comments:
I've got a simple/quick question. I'm getting ready to start an MFI portfolio in a Roth. What do you use to track your portfolio? In other, words, how to you tack and generate your charts? Is that something you can post for a download?
I'm not exactly sure how best to track the portfolio...especially against various benchmarks.
thanks.
I use excel. I did recently try and create a simplified version to post for people to use. I am not a programmer though and I felt that people would have trouble adapting for themselves. So I stopped.
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