Thursday, August 01, 2013

Blow Out Day For My MFI portfolio

My MFI portfolio has been absolutely smoking, en fuego, red-hot, sky-rocketing... you pick your adjective.  Today it was up 1.95%. It is up 24% on the year, and recall that 1/4 of it was invested Feb 1st and 1/4 May 6th.

Overall, it was up 16.1% going into July. Now it is up 26.8%.  That is more than 10 points in the past month! Did I say smoking?

Had some great earnings stories today:

NUS up another 4%.  I predicted at $70 that this stock would reach $100. That is not out of the question (Nu Skin Enterprises's Earnings Beat Last Year's by 30%).

STRZA was up 7.4% on very good earnings (Why Starz Shares Shot to the Stars).

Then KLIC went up 4.5% on what I felt were great earnings earlier this week.

GA was 7.6% on anticipation of next week earnings.

8/15/12 Stocks Start Current Dividend Pct Gain R3K Gain
DLB $34.43 $33.22 $4.00 8.1% 25.2%
KFY $13.98 $19.62 $0.00 40.3% 25.2%
MSFT $30.19 $31.67 $0.69 7.2% 25.2%
NSU $3.62 $3.27 $0.12 -6.2% 25.2%
UIS $19.96 $26.10 $0.00 30.7% 25.2%
Totals 16.1% 25.2%
11/15/12 Stocks Start Current Dividend Pct Gain R3K Gain
AAPL $537.62 $456.68 $5.70 -14.0% 29.2%
ABC $40.21 $58.80 $0.42 47.3% 29.2%
LPS $23.89 $32.93 $0.30 39.1% 29.2%
VIAB $49.12 $74.36 $0.83 53.1% 29.2%
WU $12.77 $18.15 $0.38 45.1% 29.2%
Totals 34.1% 29.2%
2/1/13 Stocks Start Current Dividend Pct Gain R3K Gain
AAPL $450.60 $456.68 $5.70 2.6% 14.4%
GA $6.10 $8.77 $0.42 50.7% 14.4%
STRZA $16.06 $24.16 $0.00 50.4% 14.4%
CA $25.07 $30.12 $0.50 22.1% 14.4%
NUS $41.94 $87.26 $0.60 109.5% 14.4%
Totals 47.1% 14.4%
5/6/2013 Start Current Dividend Pct Gain R3K Gain
KLIC $11.40 $12.20 $0.00 7.0% 6.7%
CYOU $29.24 $33.17 $0.00 13.4% 6.7%
RDA $9.74 $11.29 $0.00 16.0% 6.7%
NVDA $13.85 $14.64 $0.08 6.2% 6.7%
CF $183.97 $195.98 $0.40 6.7% 6.7%
Totals 9.9% 6.7%
Category/Tranche August November February May Total
Initial Investment        25,000          25,000        25,000           25,000       100,000
Percent Gain 16.1% 34.1% 47.1% 9.9% 26.8%
Current Balance        29,015          33,529        36,768           27,471       126,783
R3K Gain 25.2% 29.2% 14.4% 6.7% 18.9%
R3K Balance        31,312          32,297        28,599           26,686       118,894
Annualized IRR 44.9%

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