It was a great week to be long in the stock market. I think I saw where it was the best week since December 2011. I am sure glad (whew) I sold my SDS last week. I guess there was pent-up Fiscal Cliff relief. Doesn't always have to be rational. I was speaking with a colleague and he thinks 2013 will be a good year for the market because other options (such as Bonds) are so poor. Could be some logic in that, I saw our friends at GS essentially said the same thing (Why Goldman Thinks You Should Dump Bonds Now).
Fans of MFI will be pleased to know the method is off to a good start. Perhaps for-education stocks can only go so low. Here is how my Index did the first 3 trading days:
| Stock | Start | Last Month | Current | YTD Change |
| APOL | 20.92 | 20.92 | 22.03 | 5.3% |
| AGX | 18.00 | 18.00 | 19.00 | 5.6% |
| BAH | 13.92 | 13.92 | 14.86 | 6.8% |
| CA | 21.98 | 21.98 | 23.05 | 4.9% |
| CPLA | 28.23 | 28.23 | 29.83 | 5.7% |
| CF | 203.16 | 203.16 | 210.88 | 3.8% |
| CSCO | 19.65 | 19.65 | 20.48 | 4.2% |
| DELL | 10.14 | 10.14 | 10.97 | 8.2% |
| DLX | 32.24 | 32.24 | 33.22 | 3.0% |
| DMRC | 20.70 | 20.70 | 21.59 | 4.3% |
| DLB | 29.33 | 29.33 | 30.44 | 3.8% |
| GME | 25.09 | 25.09 | 24.80 | -1.2% |
| GNI | 67.20 | 67.20 | 71.00 | 5.7% |
| GTAT | 3.03 | 3.03 | 3.45 | 13.9% |
| HLF | 32.94 | 32.94 | 37.00 | 12.3% |
| HFC | 46.55 | 46.55 | 44.35 | -4.7% |
| IDCC | 41.09 | 41.09 | 44.12 | 7.4% |
| INTX | 9.48 | 9.48 | 10.27 | 8.3% |
| ESI | 17.31 | 17.31 | 19.29 | 11.4% |
| JCOM | 30.60 | 30.60 | 31.88 | 4.2% |
| KLIC | 11.99 | 11.99 | 12.40 | 3.4% |
| LPS | 24.62 | 24.62 | 25.49 | 3.5% |
| MANT | 25.94 | 25.94 | 27.02 | 4.2% |
| MSFT | 26.71 | 26.71 | 26.74 | 0.1% |
| NATR | 14.48 | 14.48 | 15.41 | 6.4% |
| NSU | 4.28 | 4.28 | 4.26 | -0.5% |
| NTI | 25.44 | 25.44 | 24.62 | -3.2% |
| NUS | 37.05 | 37.05 | 41.17 | 11.1% |
| PDLI | 7.04 | 7.04 | 7.39 | 5.0% |
| PETS | 11.10 | 11.10 | 11.40 | 2.7% |
| PBI | 10.64 | 10.64 | 11.37 | 6.9% |
| POOSF | 1.42 | 1.42 | 1.45 | 2.7% |
| POZN | 5.01 | 5.01 | 5.19 | 3.6% |
| QCOR | 26.72 | 26.72 | 26.11 | -2.3% |
| RTN | 57.56 | 57.56 | 59.01 | 2.5% |
| RPXC | 9.04 | 9.04 | 10.04 | 11.1% |
| SAI | 11.32 | 11.32 | 11.82 | 4.4% |
| STX | 30.42 | 30.42 | 31.45 | 3.4% |
| SVLC | 2.52 | 2.52 | 2.63 | 4.4% |
| SAVE | 17.73 | 17.73 | 18.10 | 2.1% |
| STRA | 56.17 | 56.17 | 60.86 | 8.3% |
| TNAV | 7.99 | 7.99 | 7.96 | -0.4% |
| TZOO | 18.99 | 18.99 | 19.07 | 0.4% |
| UIS | 17.30 | 17.30 | 17.93 | 3.6% |
| USMO | 11.68 | 11.68 | 11.65 | -0.3% |
| USNA | 32.93 | 32.93 | 35.71 | 8.4% |
| EGY | 8.65 | 8.65 | 8.99 | 3.9% |
| VCI | 25.78 | 25.78 | 26.82 | 4.0% |
| VG | 2.37 | 2.37 | 2.38 | 0.4% |
| WCRX | 12.04 | 12.04 | 12.86 | 6.8% |
| Total | 11,656 | 11,656 | 12,168 | 4.4% |
I think 4.4% in three days is pretty solid, Russell 3000 was up like 2.8%. My portfolios were also off to a decent start. Here is my dividend portfolio:
| Stock | Start | Last Week | Current | QTD Change |
| AAPL | 532.17 | 532.17 | 527.00 | -1.0% |
| BHK | 14.90 | 14.90 | 15.38 | 3.2% |
| CIM | 2.61 | 2.61 | 2.73 | 4.6% |
| CSCO | 19.65 | 19.65 | 20.48 | 4.2% |
| CSQ | 9.81 | 9.81 | 10.15 | 3.5% |
| FCX | 34.20 | 34.20 | 35.49 | 3.8% |
| FSC | 10.42 | 10.42 | 10.85 | 4.1% |
| HFC | 46.55 | 46.55 | 44.35 | -4.7% |
| INTC | 20.62 | 20.62 | 21.16 | 2.6% |
| JPM | 43.97 | 44.27 | 45.66 | 3.8% |
| JQC | 9.65 | 9.65 | 9.87 | 2.3% |
| KMF | 28.79 | 28.79 | 29.17 | 1.3% |
| MPC | 63.00 | 63.00 | 62.55 | -0.7% |
| O | 40.21 | 40.21 | 41.33 | 2.8% |
| OIBAX | 6.58 | 6.58 | 6.57 | -0.2% |
| PGR | 21.10 | 21.10 | 22.27 | 5.5% |
| PRE | 80.49 | 80.49 | 82.89 | 3.0% |
| PVD | 104.00 | 104.00 | 108.26 | 4.1% |
| SAI | 11.32 | 11.32 | 11.82 | 4.4% |
| SLCA | 16.73 | 16.73 | 17.15 | 2.5% |
| STO | 25.04 | 25.04 | 25.46 | 1.7% |
| VIVHY | 22.81 | 22.81 | 21.99 | -3.6% |
| Totals | 2.0% |
Then my MFI portfolio was up 2.45%. Finally, my alternatives are off to a strong start. GNW is up 10.2%, SD was up 3% and GLRE was the laggard at flat.
| August 15 Tranche | |||||
| Stock | Start | Current | Dividend | Pct Gain | R3K Gain |
| DLB | $34.43 | $30.44 | $4.00 | 0.0% | 6.2% |
| KFY | $13.98 | $16.16 | $0.00 | 15.6% | 6.2% |
| MSFT | $30.19 | $26.74 | $0.23 | -10.7% | 6.2% |
| NSU | $3.62 | $4.26 | $0.05 | 19.2% | 6.2% |
| UIS | $19.96 | $17.93 | $0.00 | -10.2% | 6.2% |
| Totals | 2.8% | 6.2% | |||
| November 15 Tranche | |||||
| Stock | Start | Current | Dividend | Pct Gain | R3K Gain |
| AAPL | $537.62 | $527.00 | $0.00 | -2.0% | 9.4% |
| ABC | $40.21 | $43.69 | $0.00 | 8.7% | 9.4% |
| LPS | $23.89 | $25.49 | $0.10 | 7.1% | 9.4% |
| VIAB | $49.12 | $57.51 | $0.28 | 17.6% | 9.4% |
| WU | $12.77 | $14.02 | $0.13 | 10.8% | 9.4% |
| Totals | 8.4% | 9.4% |
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