It is an appropriate theme for my MFI portfolio as it does seem to be breaking on through. Not just pour moi. I also see the tracking portfolios starting to pick up some momentum. I have always preached that MFI portfolios were streaky; perhaps we are starting to get on the right side of the streak.
My portfolio of 15 stocks via three tranches is now beating the indices by 50 basis points. I know that is not much. Nowhere close to what the book discussed. But after 2+ years of under-performance, it feels tremendous!
| 8/15/12 Stocks | Start | Current | Dividend | Pct Gain | R3K Gain |
| DLB | $34.43 | $32.76 | $4.00 | 6.8% | 16.0% |
| $13.98 | $16.51 | $0.00 | 18.1% | 16.0% | |
| $30.19 | $32.91 | $0.46 | 10.5% | 16.0% | |
| NSU | $3.62 | $3.74 | $0.05 | 4.8% | 16.0% |
| $19.96 | $19.12 | $0.00 | -4.2% | 16.0% | |
| Totals | 7.2% | 16.0% | |||
| 11/15/12 Stocks | Start | Current | Dividend | Pct Gain | R3K Gain |
| $537.62 | $442.88 | $2.65 | -17.1% | 19.6% | |
| $40.21 | $54.01 | $0.21 | 34.8% | 19.6% | |
| LPS | $23.89 | $27.63 | $0.20 | 16.5% | 19.6% |
| VIAB | $49.12 | $63.83 | $0.55 | 31.1% | 19.6% |
| WU | $12.77 | $14.76 | $0.25 | 17.5% | 19.6% |
| Totals | 16.6% | 19.6% | |||
| 2/1/13 Stocks | Start | Current | Dividend | Pct Gain | R3K Gain |
| $450.60 | $442.88 | $2.65 | -1.1% | 5.9% | |
| GA | $6.10 | $7.38 | $0.00 | 21.0% | 5.9% |
| STRZA | $16.06 | $23.34 | $0.00 | 45.3% | 5.9% |
| CA | $25.07 | $26.92 | $0.25 | 8.4% | 5.9% |
| $41.94 | $50.76 | $0.30 | 21.7% | 5.9% | |
| Totals | 19.1% | 5.9% |
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