4th MFI Tranche In Place

Well, I am now officially fully back into MFI.  After taking a hiatus for about a year, I have worked my way back in through 4 tranches of five stocks.  And I am back (hopefully) with more discipline and better stock insights.

It feels good.  I do like the approach and I still believe it can work, though not as well as advertised.  I have as good as data as anyone investing today on how MFI has worked (and not worked) and I think (hope) I can use that to my advantage.  If you had toothpicks under your eyes, you can read my five blogs yesterday on "analysis" of the various stocks under consideration.  Is my analysis perfect or deep enough? Probably not.  But I am not a second derivative investor, but rather more of a KISS investor.  The five new stocks are off to a decent start, always nice to be ahead on day #1. But it is (for this tranche) a 365 day journey, so one should not get too carried away.

Also, I did sell SAI from my dividend portfolio.  Just did not like the Tangible Book Value.

8/15/12 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
DLB	$34.43	$32.35	$4.00	5.6%	17.6%
KFY	$13.98	$16.57	$0.00	18.5%	17.6%
MSFT	$30.19	$33.46	$0.46	12.4%	17.6%
NSU	$3.62	$3.62	$0.05	1.5%	17.6%
UIS	$19.96	$18.75	$0.00	-6.1%	17.6%
Totals				6.4%	17.6%
11/15/12 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
AAPL	$537.62	$460.58	$2.65	-13.8%	21.2%
ABC	$40.21	$54.67	$0.21	36.5%	21.2%
LPS	$23.89	$27.83	$0.20	17.3%	21.2%
VIAB	$49.12	$67.93	$0.55	39.4%	21.2%
WU	$12.77	$15.58	$0.25	24.0%	21.2%
Totals				20.7%	21.2%
2/1/13 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
AAPL	$450.60	$460.58	$2.65	2.8%	7.3%
GA	$6.10	$7.71	$0.00	26.4%	7.3%
STRZA	$16.06	$24.10	$0.00	50.1%	7.3%
CA	$25.07	$27.76	$0.25	11.7%	7.3%
NUS	$41.94	$55.13	$0.30	32.2%	7.3%
Totals				24.6%	7.3%
5/6/2013	Start	Current	Dividend	Pct Gain	R3K Gain
KLIC	$11.40	$11.46	$0.00	0.5%	0.1%
CYOU	$29.24	$29.87	$0.00	2.2%	0.1%
RDA	$9.74	$9.90	$0.00	1.7%	0.1%
NVDA	$13.85	$13.88	$0.00	0.2%	0.1%
CF	$183.97	$185.98	$0.00	1.1%	0.1%
Totals				1.1%	0.1%