Wednesday, July 20, 2011

Another Strong Day

Staying tonight at the Gaylord Texan. If you're ever in the DFW area, it is a nice resort. A bit convention-ish, but well maintained and the service has been excellent.

It was my second straight over-achieving day. Yes it gives me hope. My MFI portfolio was up about 1%, versus down 0.1% for the broader index.

IDCC was up an astonishing 29%! I told you this morning they were still cheap. Sadly, I did not add to my position, but it has been a nice run. AAPL was "only" up 2.7%. That means they are up 18$ since I added them to MFI vs 3.8% for the Russell.

I am definitely gaining a bit on broader indices, though the MFI index continues to kick my derriere.

MFI Performance

ITD Annual
2006 10.74% 10.74%
2007 -6.57% -15.63%
2008 -41.60% -37.50%
2009 0.71% 72.47%
2010 10.90% 10.12%
2011 5.03% -5.30%



IWV Performance

ITD Annual
2006 11.23% 11.23%
2007 4.65% -5.91%
2008 -30.54% -33.63%
2009 -13.95% 23.87%
2010 1.65% 18.14%
2011 7.63% 5.88%



MFI Index Performance

ITD Annual
2006 8.30% 8.30%
2007 -6.88% -14.02%
2008 -35.98% -31.26%
2009 -11.07% 38.92%
2010 9.19% 22.77%
2011 18.98% 8.97%

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