C.O.D.

Last  night was like the perfect evening for me.  I was in a great mood.  I had just finished a stressful 3 days in New York and was heading home.  I drove my new car, top down on a nice summer evening home from New Haven with the tunes playing.  One great driving song was  Stevie Ray Vaughan-C.O.D (Carnegie Hall)

the other song that I got into was

LYNYRD SKYNYRD - Sweet Home Alabama

.

Give them a listen!

My portfolios continue to excel.  I have not had any transactions all week.  Here is where my 4 MFI tranches stand, beating the indices by a whopping 7 points!

8/15/12 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
DLB	$34.43	$34.03	$4.00	10.5%	23.8%
KFY	$13.98	$19.93	$0.00	42.6%	23.8%
MSFT	$30.19	$35.44	$0.69	19.7%	23.8%
NSU	$3.62	$3.09	$0.12	-11.2%	23.8%
UIS	$19.96	$24.83	$0.00	24.4%	23.8%
Totals				17.2%	23.8%
11/15/12 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
AAPL	$537.62	$431.76	$5.70	-18.6%	27.7%
ABC	$40.21	$58.31	$0.42	46.1%	27.7%
LPS	$23.89	$32.52	$0.30	37.4%	27.7%
VIAB	$49.12	$74.08	$0.83	52.5%	27.7%
WU	$12.77	$17.41	$0.38	39.3%	27.7%
Totals				31.3%	27.7%
2/1/13 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
AAPL	$450.60	$431.76	$5.70	-2.9%	13.0%
GA	$6.10	$7.99	$0.42	37.9%	13.0%
STRZA	$16.06	$23.58	$0.00	46.8%	13.0%
CA	$25.07	$29.74	$0.50	20.6%	13.0%
NUS	$41.94	$82.32	$0.60	97.7%	13.0%
Totals				40.0%	13.0%
5/6/2013	Start	Current	Dividend	Pct Gain	R3K Gain
KLIC	$11.40	$11.21	$0.00	-1.7%	5.5%
CYOU	$29.24	$37.99	$0.00	29.9%	5.5%
RDA	$9.74	$11.27	$0.00	15.8%	5.5%
NVDA	$13.85	$14.55	$0.08	5.6%	5.5%
CF	$183.97	$182.96	$0.40	-0.3%	5.5%
Totals				9.9%	5.5%
Category/Tranche	August	November	February	May	Total
Initial Investment	25,000	25,000	25,000	25,000	100,000
Percent Gain	17.2%	31.3%	40.0%	9.9%	24.6%
Current Balance	29,300	32,833	35,007	27,465	124,604
R3K Gain	23.8%	27.7%	13.0%	5.5%	17.5%
R3K Balance	30,948	31,919	28,262	26,371	117,500

The Chinese gaming stocks (GA and CYOU for me) really seem to be gaining traction.  Another one (GAME, which I mentioned here  (MFI Diary: Made In China) was up about 17% yesterday and still looks cheap at $5.25 to me.

A Big Regret

Well, about a month ago I decided to pare down my number of stocks a bit in my dividend portfolio.  I sold ABR and NEM and put the money into INTC, CIM and FCX (essentially adding to those positions).  Since I did that, CIM has gone from 2.98 to 3.10 (inclusive of a nine cent dividend).  ABR has gone from 6.05 to 7.38.

To me, that is like those AT&T commercials with the kids, "which is better slower or faster?".

"Which is better, a 3% gain or a 22% gain?"

Have a great Friday everyone!!