Thursday, May 09, 2013

MFI Index Update

As my readers know, I have been keeping an "MFI Index".  Essentially this is like the Russell Index.  It is composed of 50 MFI stocks and I re-balance it once a year on January 1st.  I compare it to the Russell 3000 index as a measure of MFI effectiveness.

Here are the results buy year and inception to date in tabular form:


IWV  Performance

            ITD           Annual 
2006 11.40% 11.40%
2007 15.96% 4.09%
2008 -27.00% -37.05%
2009 -3.27% 32.51%
2010 14.50% 18.38%
2011 13.87% -0.56%
2012 32.52% 16.38%
2013 52.54% 15.11% 
MFI Index  Performance

            ITD           Annual 
2006 15.03% 15.03%
2007 7.34% -6.69%
2008 -33.42% -37.97%
2009 -3.34% 45.18%
2010 18.67% 22.77%
2011 6.25% -10.47%
2012 16.56% 9.70%
2013 34.01% 14.98%

Then here are the individual stocks so far for 2013, which is shaping up to be a dead heat:


Stock Start Last Week Current YTD Change Weekly Change Shares
APOL      20.92         17.57         18.00 -14.0% 2.4%         11.14
AGX      18.00         17.57         17.72 -1.6% 0.9%         12.95
BAH      13.92         15.56         16.29 17.0% 4.7%         16.75
CA      21.98         27.98         27.36 24.5% -2.2%         10.61
CPLA      28.23         36.25         37.11 31.5% 2.4%           8.26
CF    203.16      184.20       190.91 -6.0% 3.6%           1.15
CSCO      19.65         21.00         20.89 6.3% -0.5%         11.86
DELL      10.14         13.39         13.31 31.3% -0.6%         22.99
DLX      32.24         37.23         38.73 20.1% 4.0%           7.23
DMRC      20.70         23.27         25.61 23.7% 10.1%         11.26
DLB      29.33         32.34         32.72 11.6% 1.2%           7.95
GME      25.09         37.45         37.74 50.4% 0.8%           9.29
GNI      67.20         74.06         74.48 10.8% 0.6%           3.47
GTAT         3.03           3.84            3.81 25.7% -0.8%         76.93
HLF      32.94         41.30         43.96 33.5% 6.4%           7.08
HFC      46.55         51.26         51.08 9.7% -0.4%           5.01
IDCC      41.09         44.82         46.74 13.8% 4.3%           5.67
INTX         9.48           9.86         10.03 5.8% 1.7%         24.59
ESI      17.31         17.73         18.91 9.2% 6.7%         13.47
JCOM      30.60         41.54         41.93 37.0% 0.9%           7.62
KLIC      11.99         11.39         11.50 -4.1% 1.0%         19.44
LPS      24.62         28.19         28.34 15.1% 0.5%           9.47
MANT      25.94         28.32         27.94 7.7% -1.3%           8.99
MSFT      26.71         33.72         33.22 24.4% -1.5%           8.73
NATR      14.48         14.54         15.73 8.6% 8.2%         16.10
NSU         4.28           3.67            3.66 -14.5% -0.3%         54.47
NTI      25.44         26.70         27.06 6.4% 1.3%           9.16
NUS      37.05         54.61         55.93 51.0% 2.4%           6.29
PDLI         7.04           7.98            8.14 15.6% 2.0%         33.11
PETS      11.10         13.34         13.00 17.1% -2.5%         21.00
PBI      10.64         15.77         16.20 52.3% 2.8%         21.91
POOSF         1.42           0.01            0.01 -99.2% 37.5%      164.63
POZN         5.01           4.91            4.68 -6.6% -4.7%         46.53
QCOR      26.72         34.45         33.22 24.3% -3.6%           8.72
RTN      57.56         63.59         63.71 10.7% 0.2%           4.05
RPXC         9.04         15.23         14.74 63.1% -3.2%         25.79
SAI      11.32         15.03         15.22 34.5% 1.3%         20.59
STX      30.42         41.23         42.32 39.1% 2.6%           7.66
SVLC         2.52           2.18            2.06 -18.3% -5.5%         92.51
SAVE      17.73         27.72         29.55 66.7% 6.6%         13.15
STRA      56.17         45.63         45.99 -18.1% 0.8%           4.15
TNAV         7.99           5.15            5.21 -34.8% 1.2%         29.18
TZOO      18.99         27.35         26.79 41.1% -2.0%         12.28
UIS      17.30         18.93         18.89 9.2% -0.2%         13.47
USMO      11.68         13.67         13.98 19.6% 2.3%         19.96
USNA      32.93         56.73         56.15 70.5% -1.0%           7.08
EGY         8.65           7.08            7.39 -14.6% 4.4%         26.95
VCI      25.78         24.77         25.45 -1.3% 2.7%           9.04
VG         2.37           2.87            2.81 18.6% -2.1%         98.36
WCRX      12.04         14.62         15.00 24.6% 2.6%         19.36
Total    11,656      13,244       13,402 15.0% 1.2%
Total x Education

16.1% 1.0%

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