Tough Sledding For MFI

I wrote last weekend that MFI seemed to be gaining some traction in my monthly tracking portfolios.  Scratch that.  Seems to have been some slippage.  I looked back at my 12 open portfolios and they are now all trailing the Russell 3000.  You would think that every once in a while there would be a break through... mais non.

My MFI holdings are sharing the same gravitational pull.  While the three tranches are in the green, they are trailing the R3000 by about 1.5 points on average.  Given the broader issues, I do not take it personally.

Tomorrow is an exciting day, ABR (which has been a solid buy thus far, up 10%) goes x dividend.  It is always (to me) a great feeling when I earn my first dividend on a new stock. No longer a goose-egg in the dividend column.

8/15 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
DLB	$34.43	$31.88	$4.00	4.2%	10.0%
KFY	$13.98	$18.51	$0.00	32.4%	10.0%
MSFT	$30.19	$27.80	$0.46	-6.4%	10.0%
NSU	$3.62	$3.62	$0.05	1.5%	10.0%
UIS	$19.96	$22.98	$0.00	15.1%	10.0%
Totals				9.4%	10.0%
11/15 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
AAPL	$537.62	$441.40	$2.65	-17.4%	13.4%
ABC	$40.21	$47.20	$0.21	17.9%	13.4%
LPS	$23.89	$24.56	$0.10	3.2%	13.4%
VIAB	$49.12	$58.50	$0.28	19.7%	13.4%
WU	$12.77	$14.03	$0.13	10.8%	13.4%
Totals				6.9%	13.4%
2/1 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
AAPL	$450.60	$441.40	$2.65	-1.5%	0.3%
GA	$6.10	$6.20	$0.00	1.7%	0.3%
STRZA	$16.06	$18.56	$0.00	15.6%	0.3%
CA	$25.07	$24.51	$0.25	-1.2%	0.3%
NUS	$41.94	$41.20	$0.30	-1.0%	0.3%
Totals				2.7%	0.3%