Another Terrific Day

Bernanke's words sure helped my portfolio, even if I heard him saying the same thing I heard 3 weeks ago. Overall I was up 1.8%. Since July 3rd I am up 4.7%.

I wanted to quickly share my new format for the MFI portion of my portfolio.  I decided I needed an additional table to start capturing results as I sell a quarterly tranche and buy a new one:

8/15/12 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
DLB	$34.43	$34.20	$4.00	10.9%	22.6%
KFY	$13.98	$19.55	$0.00	39.8%	22.6%
MSFT	$30.19	$35.69	$0.69	20.5%	22.6%
NSU	$3.62	$3.07	$0.12	-11.8%	22.6%
UIS	$19.96	$24.69	$0.00	23.7%	22.6%
Totals				16.7%	22.6%
11/15/12 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
AAPL	$537.62	$427.29	$5.70	-19.5%	26.5%
ABC	$40.21	$58.10	$0.42	45.5%	26.5%
LPS	$23.89	$32.20	$0.30	36.0%	26.5%
VIAB	$49.12	$70.83	$0.83	45.9%	26.5%
WU	$12.77	$17.41	$0.38	39.3%	26.5%
Totals				29.5%	26.5%
2/1/13 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
AAPL	$450.60	$427.29	$5.70	-3.9%	12.0%
GA	$6.10	$7.88	$0.42	36.1%	12.0%
STRZA	$16.06	$23.63	$0.00	47.1%	12.0%
CA	$25.07	$29.76	$0.50	20.7%	12.0%
NUS	$41.94	$76.93	$0.60	84.9%	12.0%
Totals				37.0%	12.0%
5/6/2013	Start	Current	Dividend	Pct Gain	R3K Gain
KLIC	$11.40	$11.19	$0.00	-1.8%	4.5%
CYOU	$29.24	$32.23	$0.00	10.2%	4.5%
RDA	$9.74	$11.16	$0.00	14.6%	4.5%
NVDA	$13.85	$14.63	$0.08	6.2%	4.5%
CF	$183.97	$187.55	$0.40	2.2%	4.5%
Totals				6.3%	4.5%
Category/Tranche	August	November	February	May	Total
Initial Investment	25,000	25,000	25,000	25,000	100,000
Percent Gain	16.7%	29.5%	37.0%	6.3%	22.3%
Current Balance	29,166	32,368	34,244	26,568	122,346
R3K Gain	22.6%	26.5%	12.0%	4.5%	16.4%
R3K Balance	30,658	31,619	27,995	26,121	116,393

So this final table give a summary by quarterly tranche.  It also gets away from just percentages (you know I think those over time can be misleading) and shows actual dollars, assuming $100,000 was spread at start over the four tranches.  Pretty snappy.  And pretty snappy out-performance thus far!