| August 15 Tranche | |||||
| Stock | Start | Current | Dividend | Pct Gain | R3K Gain |
| DLB | $34.43 | $31.72 | $4.00 | 3.7% | 3.5% |
| $13.98 | $16.22 | $0.00 | 16.0% | 3.5% | |
| $30.19 | $27.68 | $0.23 | -7.6% | 3.5% | |
| NSU | $3.62 | $3.97 | $0.00 | 9.8% | 3.5% |
| $19.96 | $17.56 | $0.00 | -12.0% | 3.5% | |
| Totals | 2.0% | 3.5% | |||
| November 15 Tranche | |||||
| Stock | Start | Current | Dividend | Pct Gain | R3K Gain |
| $537.62 | $521.73 | $0.00 | -3.0% | 6.7% | |
| $40.21 | $43.80 | $0.00 | 8.9% | 6.7% | |
| LPS | $23.89 | $25.68 | $0.10 | 7.9% | 6.7% |
| VIAB | $49.12 | $53.49 | $0.00 | 8.9% | 6.7% |
| WU | $12.77 | $13.75 | $0.13 | 8.7% | 6.7% |
| Totals | 6.3% | 6.7% |
Commentary and Tracking of a Portfolio of Stocks using approach from "The Little Book that Beats the Market" by Joel Greenblatt aka Magic Formula Investing
Thursday, December 20, 2012
Quick Update of MFI Ports
My two MFI tranches (August and Nov) are still trailing the benchmarks. However, I am pleased to say they are gaining ground. Of course my big mistake was not buying NTI, which is up 32% since Nov 15th! At least I didn't buy NUS or HLF, both of which took major hits the past couple of days.
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