I thought people might want a few updates on the charts/graphs that I track.
MFI Index From 2006
This is the MFI index (which is a basket of 50 stocks > 100m) that I reconstitute once a year. While it tracked pretty closely with broader indices over time, it has been accerlerating up for the past 9 months.
MFI Index Since 2010
This is the same index, except since January 1st 2010. This chart also shows my MFI investment, which has been more volatile and has frankly been trailing the other indices in that stretch.
This is my MFI performance since 2006. It also suoerimposes the MFI index on my performance making adjustments to the first chart, that recognize that I invested my money about 1/2 in 2006 and 1/2 in 2007. On this, you can see overall I am doing "okay".